Mergers and Acquisitions

Capital Business Solutions M&A Advisory Services

Capital’s team of M&A Advisors provides over 40 years of experience and training to best prepare your business for acquisition and a seamless sales transaction.

In the Mergers & Acquisitions arena, we focus on companies with revenues ranging from $5 million to $200 million, and with earnings of $500,000 and above.

Meet Capital’s M&A Advisors

Roberta Caputo

Roberta is the Founder & Managing Director of Capital Business Solutions, and serves as the President of the South Florida Chapter of the Business Brokers of Florida (BBF). She is a Certified Business Intermediary (CBI), Certified Business Broker (CBB) and Certified Senior Business Analyst (CSBA), as well as a member of the Association of Professional Merger and Acquisition Advisors (APMAA) and Certified Machinery and Equipment Appraisers (CMEA). Recipient of the Deal Maker of the Year for the state of Florida, and 13 time recipient of the prestigious Million-Dollar Plus Award from the BBF.

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Patrick Gagliardi

Patrick is a Certified Business Broker and Chief Operating Officer of Capital Business Solutions. More than twenty years of experience as a sales associate and investor in the Florida real estate market, with extensive experience at the M&A advisory level. Patrick has successfully facilitated over 100 transactions between buyers and sellers of FedEx routes in the past 10 year, earning him the designation of “Industry Route Expert” by Business Brokerage Press. Patrick has been awarded “The Million Dollar Plus Award” for each year 2011 through 2020, and is a recipient of the “Deal Maker Award” for his high achievements. Valuation specialist for the firm.

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Dale Shepherd

Dale has worked in the corporate world for over thirty years as President, Vice President Finance, CFO, COO, Managing Director, Turnaround, and Business Consultant, among many other roles over a business and consulting career. Dale has significant experience in start-ups, business planning, acquisitions and turnaround situations worldwide. Certified Business Intermediary (CBI) and Certified Franchise Broker. He has led and played a key role in many acquisitions that have ranged in price from $7 (yes, seven dollars for a $250 million revenue company) to $2.3 billion. Dale is a U.S. Air Force veteran who served nearly eight years during the Vietnam War era.

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Josias Senior

For over forty years, Josias was a business owner with a multinational presence, and experienced firsthand what it means to sell a business. A member of the BBF, IBBA and American Business Brokers Association (ABBA), Josias has worked on the buy and sell-side of deals of various sizes, from the lower hundred thousand to multimillion-dollar M&A deals. Recipient of the BBF “Outstanding Sales in Business Brokerage” (Million Dollar Plus Award) and “Deal Maker Award” for being among the top 3% of business brokers in Florida in completed business sales. Josias is bilingual, fluently speaking both English and Spanish, and has worked with many international buyers and sellers.

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What Capital Business Solutions’ M&A Advisory Services Can Do For You

Capital Business Solutions maintains a database of over 5,000 national and international equity groups. This population is complemented by the many corporate buyers who maintain constant contact with our Mergers & Acquisitions division.

Capital’s senior staff of M&A advisors is well-versed in the skill of confidentiality, preparation of offering memorandums and all of the necessary processes and protocols to optimally complete the transaction.

Each of our M&A advisors maintains a strategic alliance of professionals who are experienced in the M&A industry, including CPAs, tax experts, transaction attorneys, and financial planners, to assist in every aspect of the transaction. If needed, these professionals can help structure the sale to incur the least amount of tax liability possible, as well as help in many other areas!

Contact Capital Business Solutions today to speak with a member of our M&A Advisory Services team.

Successful M&A Transactions

Capital Business Solutions' team of top M&A Intermediaries specialize in the sale of multi-million dollar enterprises. Below you’ll find a sampling of some of our successful M&A transactions.

Storage

$9.82 million

Storage Business

Solar and LED

$7.52 million

Solar and LED lighting for universities and hospitals

Fed EX P&D

$17 million

Multiple routes

Wire Harness

$22 million

Specializing in custom cables & wire harness assemblies

Multi State Pest Control

$17.2 million

Residential and Commercial with recurring revenue

HVAC Residential

$27.5 million

Recurring Revenue

Agricultural Equipment Manufacturer

$14 million

Midwest United States

Air Freight, Trucking and Logistics Company

$32 million

Southeast United States

Financial Services

$18 million

National Program

International Food Distributor

$27 million

South America and Caribbean

Cosmetic Distributor

$11 million

National & International Distribution

Services Related to Insurance (SAAS)

$12 million

Customizable and scalable

Our M&A Advisors’ Team Approach: The Differentiating Factor

Capital Business Solutions M&A Advisory Services uses a team approach, where our M&A intermediaries and advisors bring varied skills and experiences to each transaction. Usually a team for a transaction will have: a Direct Contact, an Executive Contact and, an Analyst who is familiar with your transaction.

About Mergers & Acquisition Investors

Mergers & Acquisition investors generally fall into one of three categories:

Corporate Buyers
Private Equity Firms
High Net Worth Individuals

All three groups of M&A investors have raised or possess the necessary funds for the sole purpose of investing in privately held businesses such as yours.

Additionally, their resources allow them access to high power borrowing options, often unavailable to the general public. These options afford them the opportunity to acquire “platform” companies that fit their investment strategies. These companies can either be add-on acquisitions for their portfolio or independent companies that compliment their long term investment goals.

Capital’s M&A Advisory Services will work hand-in-hand with tax professionals in order to properly structure an acquisition so that the requirements of the individual participants are fulfilled. An investor may choose to purchase 100% of the company’s assets or stock, a leveraged buy-out, or in many cases, allow the seller to keep a percentage of the stock and remain in a top management position for an agreed upon timeframe. This last scenario allows for a pre-determined seller exit strategy, enables the seller to receive a large up front percentage of cash from the sale of the business while taking advantage of the future growth potential the new investor provides, and ensures both a smooth and profitable transition!

Key Steps in The M&A Transaction

First Step - A Business Valuation

What is the Investment / Valuation Range?
How can we increase the Value?
How can we increase the Value Multiplier?
What potential problems are there with the Sale?
How is the business’s future looking?
How do we best market the business?

We prepare a written information memorandum!

With a properly prepared memorandum, the business opportunity can be accurately and well-presented to interested parties

Second Step – Presenting The Opportunity

Marketing Process initiated and Managed
Buyers Prequalified to Seller’s Requirements
Non-Disclosure Agreements are Signed and Received
Proof of Financial Capability is Obtained
Confidentiality is Protected
Due Diligence Information Prepared with Seller, Access Managed
Letters of Intent Received and Reviewed
Coordination with Seller’s Legal Team
Create a Checklist for each step

Reporting to the seller and buyer every step of the way!

Final Step – Securing The Deal

Negotiation Strategies
Financing Alternatives
Coordination with Seller’s M&A Advisory Team
Identify Roadblocks early and Fix them
Management of the Checklist
Facilitate the Process
Formal Agreement
Closing

We are available 24/7 for our buyers and sellers. No waiting around for someone to call you back, tomorrow or next week.

Capital business solutions team of m&a experts provides the highest levels of service, experience, confidentiality and professionalism.