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Maximizing Value Through a Proven, Confidential Process

Sheridan Mezzanine LLC has completed over 20 successful deals totaling more than $1 billion in value, thanks to our meticulously crafted and discreet process. We guide business owners through every stage, simplifying the complexities of selling their company while ensuring maximum value and confidentiality.

Our Process

Step 1

Initial Consultation

  • Advise Business Owners on the Right Time to Sell
  • Provide Insights Tailored to Your Industry
Step 1

Step 2

Identifying Buyers

  • Research and Identify Potential Strategic Buyers
  • Ensure Alignment With Your Business Goals
Step 2

Step 3

Marketing Documentation

  • Develop Customized Marketing Materials to Attract Interest
  • Highlight the Strengths of Your Company
Step 3

Step 4

Managing Due Diligence

  • Oversee the Due Diligence Process
  • Set Up and Manage a Virtual Data Room for Secure Sharing
Step 4

Step 5

Negotiation and Closing

  • Negotiate the Letter of Intent and Purchase Agreement
  • Ensure a Smooth Transaction While Maintaining Complete Confidentiality From Employees, Customers, and Vendors.
Step 5

Mergers & Acquisitions

Sheridan uses a thoughtful strategy for middle market transactions to manage the course of M&A from $5 million to $100 million in deal size. Each transaction is evaluated for its unique qualities and a plan is developed to bring the greatest efficiencies to bear in meeting client objectives. Even more critical, is the high level of discretion at all steps in the process, to protect our clients from unwanted rumors or speculation by employees, vendors and customers along the way.

Key Planning Steps

We have a process which ensures efficiency and confidentiality throughout the transaction journey, while properly preparing owners for the realities of market value:

  • Valuation: Conducting thorough evaluations to determine fair market value, analyzing financial statements and relevant factors.
  • Marketing: We pursue quality buyers through strategic efforts to the right decision-maker.
  • Negotiation: Facilitating negotiations, striving for mutually beneficial deals that balance price and terms, as well as long term risk.
  • Financing: Assisting in identifying the best financing option for buyers from our extensive network of conventional bank lenders and specialty finance groups.
  • Confidentiality: Maintaining confidentiality is paramount. We ensure sensitive information is shared only with qualified buyers.
  • Documentation and Paperwork: Our team assists in sourcing legal advice in preparing and reviewing legal documents, ensuring compliance with regulations.
  • Closing the Deal: Guiding both parties through the final steps, we ensure a smooth transition of ownership, ultimately closing the transaction successfully.

Get Ready to Sell

Contact us today! Let us guide you through the sale of your business with expertise and discretion. We're here to help you achieve maximum value and a seamless transition.

Questions?