Buy Side Advisory

Sell Side Advisory

   

 
Advisory Services

 
  • Mergers
  • Acquisitions
  • Divestitures
  • Private financing
  • Private equity re-capitalizations

     

For public and privately held corporations. We are specialized in long-term strategic relationships with our clients, focusing on building top line revenues and product line expansions. The firm has extensive knowledge of the private equity markets, an invaluable asset in identifying the most compatible equity partner for our clients
In addition to our core competency of merger and acquisition advisory services, we also provide the following ancillary services: valuations, research, management consulting, food brand development, retail consulting, human resource consulting, key customer base consulting, technology consulting, due diligence and turnaround services, and executive talent for private equity roll-ups.
Morningstar Management, Inc. identifies, structures and negotiates transactions including: 

 

  • Realistic expectations. We explore all the variables to arrive at the approximate range of values, what to expect, and why this number makes sense, allowing for the transaction process to progress.  
  • Set Accurate Timelines. We set the timeline, we inform all interested parties of each others interest and set the guidelines for keeping the process moving.  We know time is valuable to you and we keep things moving.
  • Maximize Value. Since most business owners spend far more time operating their business than they do buying or selling one, they have less expertise in establishing value ranges than we do.  Over the years we have developed a process that will help assure your value is maximized.
  • Confidential Standards. We follow stringent legal guidelines to protect our clients.  Our commitment is to confidentially represent your business without subjecting your business to the rumor mill.
  • Package Preparation. Our experience allows for the gathering of information for prospective buyers with a minimal amount of disruption to your business.
  • Hurdles and Obstacles. Every transaction has hurdles and obstacles. Our job is to anticipate them, smooth out the hurdles, negotiate win-win situations, as well as to positively handle any potentially damaging issues.
  • Selling the Realistic Potential. We position your business for what it is and what it can be in an honest fashion while playing to the upside, and staying positive about the future.  Past performance is very important, but the focal point is on forward earnings.
  • Controlling the Negotiations. We negotiate everything on your behalf. As your representative, we focus on all aspects of the transaction in a professional and successful manner. Our only responsibility is to you and to the deal, so we stay focused from start to finish.
  • Success. A win/win has been achieved! A deal that is fair to both sides has been signed, sealed and delivered. Many of our clients come from referrals by accountants, attorneys, investment advisors, and former clients who are familiar with our outstanding track record and process. We will be pleased to provide references for you to contact.