Middle Market Transactions

Middle Market Transactions are generally considered business transfers in the value range of $1,000,000 to $50,000,000.

At ROI we have a dedicated team of Middle Market professionals to serve your needs whether you are looking to acquire an add on or platform company or are looking to have your company be acquired. Our President is one of less than 100 Business Intermediaries in the Americas to have earned the M&AMI (Mergers and Acquisitions Master Intermediary) designation from the largest M&A trade group in the world. This is earned not only through vigorous training but by submission and review of successful M&A deals completed to a peer review committee. It is your assurance that the firm you are working with has a strong record of success.

Generally these types of transactions are not sold “Main Street” style through the use of Internet ads alongside pizza restaurants and convenience stores. In general you will not find them advertised on our website as these transactions are usually highly targeted and confidential in nature.

At ROI We Have A Strong Record Of Success in Representing Buyers and Sellers in Middle Market Engagements.

Selling…

Synergistic/strategic buyers will often pay more. When representing a company for acquisition we will develop a list of buyers to target and contact them directly while maintaining confidentiality until a strong non disclosure agreement is in place. We will qualify a number of possible buyers and then proceed to narrow the list by reviewing Letters of Interest and providing feedback designed to encourage the best offer. The goal is simple… uncover the suitor with the strongest synergies and therefore the ability to offer our client the best price and terms. Similar to an auction this process is often referred to as a controlled “informal auction”. This tried and true M&A Process approach will deliver the best buyer for your firm. For more information on a “Controlled Auction Process” click here.

Acquiring…

We will work to directly solicit from a list of target companies and/or industries developed from our initial interviews with you. Using our Proactive Acquisition Search Service model we will uncover the right companies to match your needs. Our goal here is simple… for our client to acquire a synergistic company at a financial buyer’s value. Our record of success representing buyers is outstanding. Please click the link above to learn more about our PASS program. ROI can provide your firm with a dedicated search team allowing your managers to focus on running the business. We will only present opportunities that are serious in nature and match your criteria.