United Brokers Group is pleased to offer the following services:
Mergers and Acquisitions
Specializing in smaller transactions with values of less than $10 million. We understand that managing transactions with values of $500,000 to $10 million requires a certain level of sophistication differing from the sale of "Main Street" businesses. We specialize in managing the deal process for Mid-cap businesses with a special emphasis on healthcare, manufacturing, temporary employment, and distribution businesses. Our in-house staff can value a business and confidentially market it to our nationwide network of private equity groups, strategic buyers, and high net worth investors. We can provide sophisticated financing solutions in this credit environment. Our Director of Corporate Finance and Valuations leads this process for our clients. Senior Broker Dale Dejoy is also active in providing lending solutions generally outside the range of conventional lenders.
Direct Search Capabilities
Identifying acquisition candidates for qualified buyers on a retainer basis through intensive industry research using publications and assorted databases.
Valuations
Providing valuations on privately or closely held companies to determine value for specific purposes including:
Fairness Opinions
Estate Tax
Gifting
ESOP
Divorce Settlement
Buy/Sell Agreement
Other
Valuations can be done on a stand-alone basis or in conjunction with a merger or acquisition.
Our Director of Corporate Finance and Valuations Mike Ferrucci leads this process for our clients. Senior Broker Dale Dejoy is also active in providing lending solutions generally outside the range of conventional lenders.
Direct Search Capabilities
Identifying acquisition candidates for qualified buyers on a retainer basis through intensive industry research using publications and assorted databases.