S+P Capital Partners offers investment banking services, specifically sell-side advisory services to privately held businesses and business owners. We deliver efficient, trustworthy, and experienced Merger and Acquisition services to businesses with up to $150 million in enterprise value. With nearly 40 years of deep-learned, real world deal experience, we understand how transactions work before they start through after they close.
The investment banking professionals at S+P Capital Partners successfully bridge the gap between main street SBA business brokerage companies with limited access to M&A and non-government underwritten capital markets, and the institutional investment banking firms who acquire businesses in the upper middle market.
The investment banking professionals at S+P Capital Partners successfully bridge the gap between main street SBA business brokerage companies with limited access to M&A and non-government underwritten capital markets, and the institutional investment banking firms who acquire businesses in the upper middle market.
Highlights and features
- Specialists in lower middle market business exits
- Nearly 40 years of successful M&A experience
- Complimentary, data-driven business valuations offered
- Strict confidentiality throughout entire sale process
- Custom marketing to attract qualified strategic buyers
- Structured, seamless process to maximize transaction value
Services
The S+P Capital Partners team understands the emotional ebb and flow the M&A process will create and the obstacles in our path. Its critical to balance risk and reward with proper representation. Were sell side representation experts whove spent the last 25+ years incrementally improving our processes while working on hundreds of M&A transactions in just about every industry.
Business owners rarely play out the entirety of a business exit prior to making the decision to put their business on the market. We help navigate the emotional ebb and flow of pre-planning exit strategy discussions to protect your familys investment and livelihood along with developing a transparent process that can reduce potential internal conflict.
We believe every business owner should know what their businesses are worth long before theyre ready to sell. Well initially provide a complementary valuation which will outline your current range of value based on a careful analysis of your financial data, recent & thoroughly researched comparable sales, and commonly held industry standard metrics including infrastructure composition, customer concentration, owner role, growth potential, and company strengths.
Whether your goal is creating a platform organization for growth or adding bolt-on pieces to your current operational infrastructure, S+P Capital Partners will work to understand your investment criteria and find opportunities that fit your strengths and core skill sets with our targeted buyer opportunity engagement approach.
You probably know how much equity you've built in your primary home, but your business is most likely worth quite a lot more. We'll initially provide a complementary valuation that will outline your current range of value based on a careful analysis of your companys historical and year-to-date financial data, current and thoroughly researched comparable industry sales, & commonly held industry standard metrics which influence business value (including but not limited to) infrastructure and org chart strength, customer concentration, owner role, and growth potential.
Youve planned everything for years. Now its time to begin thinking about whats next. Most business owners dont want to run their operation forever, but the vast majority of entrepreneurs dont plan for the inevitable. Nearly 85% of business owners weve met over the last 25 years dont have a well-developed exit strategy and will miss out on maximizing their asset value without proper organization and planning.
In todays ever-evolving global business arena, the importance of meticulous asset management and comprehensive estate planning has never been more immediate. Whether theyre seasoned entrepreneurs or aspiring visionaries, business owners pour years of dedication and hard work into cultivating their enterprises. Ensuring the seamless transfer and protection of these assets is not merely a financial consideration but a testament to the impact on everyone involved. Planning now for the future to include contingency planning review, tax exposure mitigation, along with charitable and inheritance giving plans, will eliminate a number of transactional questions amongst an abundance of unknowns.
Reviews (2)
Stacy McHorse
Jan 25, 2025
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I had the pleasure of working with S&P Capital on a potential acquisition and found their services to be absolutely invaluable. Their team was extremely responsive, providing us with timely updates and answers that helped tremendously in navigating the complex acquisition process. Their extensive experience and expert guidance set clear expectations and provided the insights we needed to make progress. S&P Capital will definitely be my first call for any future acquisitions. I cant recommend Frank and his team highly enough for their professionalism and dedication.
Eric
Jan 11, 2025
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