Sell-Side Advisory

Before engaging with Confluence Advisors, the Company had received numerous inquiries from public and private corporations interested in acquiring the business. However, none of these potential buyers met the owner’s expectations, with several offers falling short even to warrant an on-site meeting with the management team. Through our highly competitive auction process, we were able to drive a valuation essentially doubling the client’s expectations. Additionally, we secured very favorable terms for the seller, including an expedited closing process and an immediate exit for the owner.

The above testimonial may not be representative of the experience of other clients and should not be construed as a guarantee of future performance or success.

The Company, a world-renowned testing, inspection, and certification firm, had been approached by strategic and financial buyers for several years. Confluence Advisors provided strategic guidance to help the Company time the market effectively, based on its financial performance. As a result, the Company received multiple offers from various buyers, all of which exceeded initial value expectations by 75-100%.

The above testimonial may not be representative of the experience of other clients and should not be construed as a guarantee of future performance or success.

The Company, a multi-location wholesale distributor, had been in discussions with two potential buyers over the course of several years. Confluence Advisors was engaged to manage a targeted sale process, exclusively focused on strategic corporate buyers. The ultimate buyer, a privately held company with multi-billion dollar revenues, was not one of the initial parties involved, demonstrating the effectiveness of our strategic outreach in identifying the ideal acquirer.

The above testimonial may not be representative of the experience of other clients and should not be construed as a guarantee of future performance or success.