Middle Market Brokerage
Lower Middle Market Expertise for Strategic Business Transactions
George & Company guides businesses through lower middle market sales, mergers, and acquisitions with clarity, confidence, and proven processes. Our team ensures each transaction is managed to achieve your financial and strategic goals.
Streamlined Acquisition Process
We utilize a system designed to provide clarity and confidence throughout the acquisition process. Our client services team prepares business information in a clear and concise manner. Buyers can be confident that the marketing material presented will be informative and provide a clear view of the acquisition candidate they are reviewing.
This clarity is critical in delivering top value for your company.
100+
Success Stories
Maximizing Business Value
Choosing to represent a client involves evaluating all aspects that drive value in the company, including:
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Breadth of buyers in the market
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Condition of the client company’s finances
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Whether sales are growing or shrinking
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Profitability
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Intangible assets that may add value
We also produce Confidential Information Memorandums (CIMs), conduct industry research, target buyer identification, financial analysis, deal structuring, and marketing implementation.
Additionally, we coordinate communications between your advisors—such as your attorney and accountant—and the advisors of both teams (buyer and client). Strategy discussions occur at every step to maximize negotiation efforts and deliver top value for your company.
Start Your Middle Market Transaction Today
Contact George & Company to discuss your business sale, merger, or acquisition. Our team provides expert guidance to help you achieve your goals efficiently and effectively.
Negotiation Strategy & Buyer Insights
We carefully plan every interaction with potential buyers, asking questions such as:
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Who on our team should be on the next call with the acquiring party?
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What topics will be discussed, and who should speak?
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What are the “hot buttons” of the buyer?
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Have all potential “what if” scenarios been considered?
Attention to these details and market dynamics is critical to achieving the best possible outcome for your company.
50+
Resources
Middle Market Expertise in Action
Middle market transactions often involve complex deal structures and specialized buyers. George & Company leverages extensive experience to navigate these challenges, guiding you through strategy, negotiations, and post-close diligence. Each representation is customized to your goals, ensuring a process that is thorough, results-driven, and designed to maximize value.