Copper Run offers full service buy-side advisory services, helping clients identify and execute a corporate growth strategy through acquisitions. Our professionals have successfully advised on and executed comprehensive acquisition searches for companies that create value for the acquiring shareholders.
Our team starts the process by identifying and analyzing target companies to determine a strategic fit for the client. We then evaluate what the target is likely to be worth to the client through various valuation methodologies and how the acquisition would be executed and financed. We work with the client to study the target, while being especially mindful of items effecting valuation and financing.
Copper Run can be an essential part to a client's corporate development process as we source and evaluate targets that can add value to the client's company.
Privately owned businesses usually represent an owner's principal asset and life's work. We at Copper Run value our clients and strive to achieve an asset sale at the best price and terms possible, consistent with the current and future prospects for the company. The Principals of Copper Run understand that each client situation is unique and requires a tailored approach to maximize shareholder value and achieve a successful outcome. Copper Run implements a thorough and efficient sale process, providing senior-level attention in each transaction.
PREPARATION OF SELLER SYNOPSIS AND CONFIDENTIAL INFORMATION MEMORANDUM (BUYER'S BOOK)
This process will include several conference calls and/or on-site meetings with you to help us gain a better understanding of the company. Upon completion we ask that you review both documents to ensure accuracy and your satisfaction.
ESOP Advisory Services
Copper Run provides advisory services to assist business owners with evaluation and implementation of an ESOP, assist current ESOPs with growing through acquisitions, or potentially selling the ESOP-owned company.
ESOP Sell-Side Advisory
Copper Run views an ESOP transaction as one of several possible sale alternatives. As a financial advisor, Copper Run works with business owners to help determine the pros and cons of a variety of solutions. If an ESOP is the right solution, Copper Run can lead the process to evaluate and implement an ESOP.
Steps in the Process:
Performing an initial feasibility study
Assembling the transaction team
Preparing marketing documents and assembling financial partners
Negotiations with Trustee (Price, Seller Note and Warrants, Structure, etc.)
ESOP Buy-Side Advisory
Many ESOPs see growth through acquisition as a key factor in the strategy of the business going forward. There are some significant advantages ESOPs may have as a buyer compared to other strategic or financial buyers. Copper Run can help guide an ESOP-owned company by helping develop the M&A strategy, identifying potential targets, performing a financial review of the target and ultimately closing acquisitions for the ESOP.
From time-to-time, a company owned in whole or in part by an ESOP may need or wish to sell to a third party strategic or financial buyer. Copper Run has the experience and capability to guide the company through a transaction that will yield optimal results for its owners.
Copper Run assists clients with independent third party business valuations. Copper Run Capital performs business valuations for a wide variety of needs. Our clients are primarily privately owned companies. We specialize in providing valuations that accurately reflect current market conditions and what we are seeing in the M&A marketplace.
Copper Run quarterbacks business transitions such as ESOPs and MBOs. If you are considering forming an ESOP or doing an MBO, Copper Run can guide you through the process and allow you to continue to run your business. We have tremendous experience and great relationships with ESOP/MBO attorneys and bankers.
Turnaround and Distressed Advisory
Copper Run provides business owners and creditors with turnaround and distressed advisory services. We often help struggling businesses by selling assets, restructuring debt, and other actions to help improve the company's balance sheet. We can work directly for the business owner or we can work on behalf of creditors.
Copper Run assists clients with short-term and long-term succession planning. The professionals at Copper Run have assisted many companies and are well prepared to assist your company.