Structure your Business for Acquisition Financing or Exit

Logistics consolidation continues to drive the industry. In addition to multinational acquisitions, there is a trend in logistics for small & mid-size forwarders, warehouses, and custom brokers to merge geographically or locally to gain value and market share. Let us help you grow your business.

this is how we can help you:

●     Identify & introduce potential acquisition targets

New research confirms that companies that regularly and systematically pursue moderately sized M&A deliver better performance than companies that do not. Our many years of domestic and international logistics experience provides a rich source both buyer and seller opportunities.

●     Plan an exit strategy & timeline

How do you want to exit? We see many mid-tier supply chain owners that are generational ready to assess the next stage for the business:

(1) pass your business to your family

(2) sell to an outside buyer

(3) sell to an inside buyer (one or more other co-owners and/key employees)

What is the best structure for selling or merging your company? In the logistics industry, there are many synergies along the supply chain, both in functional type of business and geographical advantages:

There are 4 Main Types of Mergers and Acquisitions:

Horizontal - mergers and acquisitions happen when companies with similar products or services come together with the main goal to expand their offerings or markets.

Vertical - mergers and acquisitions happen when companies in the same industry but different roles in the supply chain join their forces. Two companies integrate vertically to improve logistics, consolidate staff or reduce time to market their products or services.

Conglomerate - mergers and acquisitions happen when companies in different industries join their forces to broaden their range of services and products, reduce expenses, or reduce risks by operating in a wider range of industries.

Concentric - mergers and acquisitions happen when two companies share customer bases but provide different services.

We work closely with clients to create a clear M&A blueprint that accelerates their progress toward strategic goals. We help clients determine which sectors and functions offer the most potential, based on a deep understanding of industry value chains and the underlying economics. We also help assess capabilities to execute a given transaction through SecurCapital’s financial services.

Our insights and fact-based view help clients determine how well M&A programs enable strategies, support growth, and provide value to shareholders.

We help our clients apply the technical principles of valuation to their strategic decision making, M&A approaches, and managerial practices.

●     Pre-diligence documentation & compliance

The key goals of preliminary due diligence: to confirm and verify information that was brought up during the deal or investment process. To identify potential defects in the deal or investment opportunity and thus avoid a bad business transaction. To obtain information that would be useful in valuing the deal. To make sure that the deal or investment opportunity complies with the investment or deal criteria

●     Develop M&A checklist & presentations

❏    Organization and Good Standing

❏    Financial Information

❏    Employees and Employee Benefits

❏    Licenses and permits

❏    Taxes

❏    Material Contracts

❏    Litigation

❏    Assets and Liabilities 

●     Engage M&A legal talent

We are represented by a sophisticated, business-focused legal team. Drawing on more than 25 years of experience representing hundreds of technology companies in Silicon Valley. Our legal team aggressively and efficiently represents clients in mergers, acquisitions, joint ventures, spin-offs, and reorganization transactions, which have aggregated several billions of dollars in value.

 ●     Arrange site visits & draft initial term sheet

The term sheet will be a non-binding document signed by the target and the prospective buyer that describes the major terms of the proposed acquisition including the initial valuation. There are binding provisions regarding non-solicitation, exclusivity, and confidentiality.