Session 3: Sale to Private Equity
Velocity 6633 18 Mile Road, Sterling Heights, MIConsidering Sale to Private Equity? Is selling to a private equity firm on your radar as the next step for your business growth or succession plan? Join us for the third session of our event series on Succession Planning, presented in collaboration with UHY Advisors.
Led by Ben Hartman, this session will delve into the nuances of selling to private equity, providing you with invaluable insights and guidance to navigate this path with confidence.
Here's what you can expect to learn:
• How to position your business for a successful sale to private equity.
• Timing considerations to optimize your sale.
• Understanding the net proceeds after taxes to ensure a profitable transaction.
• Exploring the opportunities and potential pitfalls associated with selling to a private equity group.
Don't miss this opportunity to gain a comprehensive understanding of the sale to private equity process and make informed decisions about the future of your business. Elevate your succession planning strategy and solidify your business legacy with expert guidance from UHY.
About the Presenter:
Ben Hartman
Principal, UHY Corporate Finance
Ben is a member of the firm’s Corporate Finance practice. Ben has investment banking experience with dozens of domestic and international transactions across a broad range of industries and underwriting cash flow basedloans, including sponsor-backed leverage buyouts, recapitalizations, and acquisitions within a national banking group.
Professional Experience:
• Experience includes investment banking experience with dozens of domestic and international transactions across a broad range of industries and underwriting cash flow basedloans, including sponsor-backed leverage buyouts, recapitalizations, and acquisitions within a national banking group
• Sell side and capital advisory services serving strategic and private equity clients engaged in divestitures, restructuring, carve-outs, private capital raising, and venture capital
• Extensive knowledge with delivering quantifiable benefits to buy side clients including adjustments to reported EBITDA and net assets, purchase and sale agreement modifications, and working capital adjustment mechanisms
• Solid track record of successfully selling companies to both strategic and private equity buyers including pre-sale positioning, market research, writing offering memoranda, executing robust marketing processes, managing company presentations, creating dynamic financial models, and negotiating deal terms