Sell-Side Advisory

Hub Capital works with privately held and family-owned businesses in the lower middle market. Our sell-side advisory leverages industry knowledge, networks and M&A expertise to educate clients on a wide range of alternatives. We assist CEO’s and their Board of Directors in understanding advantages and disadvantages of potential transaction alternatives maximizing value for our clients. The following is an overview of our process:

  • Preparation and Strategy

    • Financial Model and Valuation

    • Industry Review and Analysis

    • Prepare Marketing Materials

    • Develop Buyers List

    • Finalize Marketing Materials

  • Marketing and Execution

    • Contact Identified Buyers

    • Distribute Teaser/NDA/CIM

    • Schedule Management Presentations and Site Visits

    • Receive indications of interest

    • Provide Supplemental Information to interested qualified buyers

    • Solicit Formal Offers

  • Due Diligence and Closing

    • Prepare Virtual Data Room

    • Final Due Diligence

    • Legal Documentation

    • Final Negotiation of Definitive Agreement

    • Signatures and Wires Transfers