IOIs, LOIs, and Their Differences
IOIs and LOIs are crucial components in running a complete M&A process, but there are some key differences.
IOIs and LOIs are crucial components in running a complete M&A process, but there are some key differences.
Salt Lake City—Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, has successfully orchestrated a pivotal transaction for J & S Mechanical Contractors, Inc. (J & S), securing a strategic acquisition by Comfort Systems USA Inc. (NYSE: FIX).
Triple Ring Technologies (“Triple Ring”), The Co-Development Company for Medical Device and Life Sciences, proudly announces a significant growth capital investment from 1315 Capital, a Philadelphia -based, healthcare-focused growth equity firm. The company was advised by Rob King and Crewe Capital, out of their New York office.
Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, is pleased to announce it has brought on Brian Basil to lead its investment banking efforts in Michigan as managing director. For more than 25 years, Basil has provided strategic mergers and acquisition advisory services across a broad range of industries. He joins a carefully curated team of investment bankers who have advised on hundreds of transactions, aggregating more than $250 billion in total value.
For business owners currently engaged in or contemplating an M&A process, the importance of the purchase agreement is critical. Beyond the legal intricacies, this document serves as a basis of trust, transparency, and collaboration between buyers and sellers. To navigate this pivotal phase of the M&A process, prudent business owners are well-advised to engage the services of experienced investment bankers and M&A attorneys.
Whether a company is undergoing its first financial review or has a history of accounting oversight, the decision to engage in a Quality of Earnings (QofE) analysis is crucial, especially for those contemplating a sale. A QofE analysis focuses on the accuracy and sustainability of earnings, helps sellers better understand how buyers are going to evaluate their business, and provides a deeper understanding of the true earning potential of a business.
Business succession planning needs to be an integral part of any private or family-owned business. It is an important and evolving process that requires thoughtfulness and ongoing attention from the owner. This is not a task to be put off until later. To be done successfully, it needs to be a consistent part of a company’s business strategy and operations. Doing so can increase the confidence of buyers and potentially maximize the amount they are willing to pay for the company.
Crewe Capital (Crewe) played a crucial advisory role in the sale of Trailer Boss, a leading trailer dealer in the Pacific Northwest, to BF Ventures whose principals have several investments in the automotive sector, including Sunrise Toyota, AutoBuy, and B Squared. As the exclusive advisor to Trailer Boss, Crewe successfully managed the transaction between Trailer Boss and BF Ventures, who plan to grow the footprint of Trailer Boss and continue offering top trailer brands and products to customers.