Our Process

Over the years, The Montana Group has developed a nationwide network of active private equity investors (500+) with a minimum fund of $50 million. These private equity buyers acquire or invest in profitable, mid-sized companies in the manufacturing, distribution and service industries. In our almost 20 years, our buyers have ranged from New York Stock Exchange corporations to private equity groups to individuals purchasing a company for the first time.

We thoroughly research potential buyers to determine not only their target markets and purchase strategies but to confirm their financial resources. This information is compiled and continually added to The Montana Group's growing database, enabling us to locate the preferred buyer for your company once you decide to sell your business.

Whatever their profile, our buyers look for established successful businesses with positive growth potential. These buyers are well-funded, motivated, and ready to act. And each of them fully understands the need for confidentiality and
quick response.

Our goal is total confidentiality. That means you can look forward to a private and expeditious transaction.

A Straightforward Process That Works

Open lines of communication ensure that you always know what to expect. We coordinate every detail and keep you informed on the status of your transaction throughout the sale process. Here's how our mergers and acquisitions
process works:

Initial discussions with the owners to allow us to get to know each other.
Review of historical financial statements and company marketing material.
Discussions concerning price expectations.
Execution of the Listing Agreement.
Receipt of necessary material to reconstruct the financial data and to assemble the Offering Memorandum.
Initial "Blind" email teaser to determine which of our private equity groups has a current interest in the company that we are now marketing.
If the Strategic Buyer is the preferred direction, we contact each one by telephone and generically discuss the opportunity in order to determine their current level of interest in making an acquisition.
Execution of a Confidentiality Agreement with each prospective buyer.
Executive Summary of the company provided to the buyers.
Initial discussions with each buyer to determine their level of interest.
Offering Memorandum, which includes financial information, is provided to those buyers that warrant the
next step
Discussions with each potential buyer to determine those that qualify to proceed.
Individual conference call with the seller, potential buyer and The Montana Group.
Buyer provides a non-binding valuation range.
Those with acceptable valuations are allowed a visit with seller and The Montana Group either on-premise
or off-site.
Buyers provide an offer sheet, which is discussed with the seller.
A buyer is selected and the mergers and acquisitions due diligence process begins which includes the assembly of much information and many meetings to discuss the company.
Negotiations concluded with the execution of an acceptable Definitive Purchase Agreement, as well as all
ancillary documents.
A successful closing!