M&A and Value Advisory.
PRIMARY CONTACTS: Peter J. Lieberman
The SD Capital team provides a unique perspective on value creation and company sales. We are trusted advisors who assist business owners in creating and maximizing business value through strategic evaluation and execution of multiple pathways for downstream sales and monetization.
With decades of collective experience and 100+ transactions, we are uniquely positioned to help owners navigate the complex journey of selling their company. We understand this is a life-changing event and are committed to providing guidance tailored to your goals.
When owners are ready to pursue a transaction, we offer a comprehensive range of investment banking resources and expertise. This includes a best-in-class process and various sell side options, such as control sales, recapitalizations, buy-outs, and carve-outs.
We have extensive experience collaborating with companies as strategic advisors to identify and address business challenges, unlocking significant value before initiating a sale process. Leveraging top-tier investment banking capabilities, we implement powerful strategies to enhance value pre-transaction.
If you want to discuss what’s next for your company, please get in touch with us at [email protected].
SD Capital’s Discovery Workshop provides leaders with insight into strategic, operational and organizational opportunities/challenges through an intensive structured session(s) with our team. Typical areas of feedback include financial reporting, organizational and management structure, and commercial/customer strategy. We start with ownership’s desired outcomes and identify opportunities and challenges to their achievement. We deliver actionable value oriented next steps to prepare you for strategic milestones, including future liquidity events.
SD Capital collaborates with management and ownership to identify discrete goals, establish and monitor key performance indicators and adjust strategy as appropriate. Responsibility for strategy execution may include representatives from the company, relevant Schneider Downs practice areas, and external advisors.
In the value realization phase, we capitalize on the improvements identified and addressed in phases I and II, harnessing SD Capital’s investment banking expertise to guide business owners through a monetization or liquidity event. The intimate knowledge of our client’s business gained during the first two phases provides unparalleled insight to successfully represent and position the Company to achieve its owner’s desired outcome.
We provide comprehensive sale advisory services, ensuring sellers achieve maximum value through an approach that efficiently connects them with a diverse pool of domestic and global buyers or investors, maximizes focus on business operations and minimizes deal-related distractions.
While price is crucial for sellers, the form of consideration, deal structure, and buyer compatibility are equally important factors in securing the right deal. We place special emphasis on a detailed analysis of the potential buyer/investor pool, which may allow for a more targeted and abbreviated auction process, if appropriate, but also identifies a comprehensive set to maximize reach and options for a seller. We play a pivotal role in driving the process toward an optimal outcome by offering the following services:
We play a critical leadership role in sales process, providing comprehensive sale advisory services that generate maximum value for sellers. We combine a deep understanding of our clients’ businesses and industries with a rigorous and disciplined process to execute efficiently and allow our clients to stay focused on running their businesses. We are experts in navigating the unique needs of mid-market companies, recognizing that a sale for many owners is not just a financial transaction, but a life event that impacts management, employees and family.
While price is crucial, the form of consideration, deal structure, and buyer compatibility are equally important factors in securing the right deal. We place special emphasis on a detailed analysis of the potential buyer/investor pool, which may allow for a more targeted and abbreviated auction process, if appropriate, but also identifies a comprehensive set to maximize reach and options for a seller.
Our team has extensive experience and success assisting clients in their pursuit of specific acquisition targets and in tailoring acquisition programs. We partner with you to develop criteria, identify and contact candidates, coordinate diligence and structure deal terms.
Using our three-phase approach, our clients routinely create maximum value and achieve exit multiples well beyond industry norms.
Transaction and Hands-On Operating Expertise
Benefit from our firsthand experience as transaction professionals who have dedicated our careers to advising owners of firms in transition.
Integrated Practice with a Deep Specialty Knowledge
Access a deep talent pool of tax, wealth management, accounting, due diligence and valuation professionals through our relationship with Schneider Downs.
Best-in-Class Transaction Execution
With extensive experience in mid-market M&A and corporate finance, our team prioritizes seamless communication, relentless effort, and technical expertise to ensure optimal outcomes for our clients and closely held businesses.
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH and McLean, VA.
Schneider Downs Capital LLC is a subsidiary of Schneider Downs & Co., Inc.
