When MedTech firms decide to look for a buyer for their companies, it can be both one of the most exciting times for the C-suite and the Boardroom—as well as one of the most uncertain.
At Middle Branch Partners, we work diligently alongside our MedTech industry clients who are looking for buyers to advise them, prepare them for the M&A process, and help explain everything to expect. We answer the questions our clients don’t yet know they have, making sure they feel informed and confident throughout the process of selling their businesses.
Our M&A Advisory Process
Preparation
Before we put together our clients’ books and start looking for buyers, we begin by getting to know our clients extremely well. We know that each of our clients has a different idea of what a successful acquisition looks like. We want to understand what each of our clients is looking for, how they hope to operate post-acquisition, and what steps we need to take to provide our clients with the best possible outcomes.
Creating the Offering Memorandum
A client’s offering memorandum is a comprehensive document that justifies the requested acquisition price, as well as the terms the seller wants to negotiate into the merger or acquisition. We create these documents while clearly defining your business, your market, your opportunity. We also generate historical and projected financial reports to inform buyers of our clients’ current positions.
Communicating with Potential Buyers
Some of our clients come to us with an ideal buyer in mind. Perhaps they are looking for a strategic buyer to carry on their mission, or an investment firm to fund their operations. Some clients are specifically interested in international growth, while others are looking to expand their footprint in an existing market. Wherever our clients fall on this spectrum, we carefully manage all communication with potential buyers.
Obtaining Proposals
When offers come in, we do all the heavy lifting to evaluate the proposal and map out its pros and cons for our buyers to evaluate. We leverage our clients’ existing positions and other offers on the table to negotiate the most optimal deal for them.
Finalizing Transactions
Once our clients have decided on a buyer, we get to work to finalize the deal. We finalize M&A terms, work with counsel to create a clear transition document for both our clients and their buyers, coordinate all due diligence, and close the transaction.
Learn more about how we can help your MedTech business find a buyer.