Need capital?
Explore with the team at CreoValo how we can help business owners successfully navigate a sale process or raise capital to help achieve the best outcome.
Interested In A Successful Sale of Your Business?
Contact Us
CreoValo is built to help business owners navigate the alternatives they have when considering a sale of their business, as well as the options available for raising capital. With over 6,000 Investment Banks and Merger & Acquisition firms in the U.S., it can be challenging for a business owner to know which one is best to sell their business. The team at CreoValo has helped over 1,000 business owners identify and select an ideally qualified investment bank. CreoValo never charges a business owner for its services.
Contact
Our Team
$10m-500m+
Enterprise Value
Business Owners We Advise
Annual EBITA
1
2
$2m+
OUR PROCESS
Business Owner Consultation
In our first call with the owner, we focus on understanding the business, how it is capitalized and the stakeholder's objectives.
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II
Education on Strategic Alternatives
Once we have gained an understanding of the owner’s business and goals, we can explain to the owner the options or “strategic alternatives” available to them to best achieve those goals.
III
Introduction to Investment Bankers
When the business owner is ready, CreoValo can introduce qualified investment bankers to share their experience in managing the process and achieving an optimal outcome.
Our team at CreoValo has empowered over a thousand business owners to confidently tackle this process. We instill confidence by helping to understand the unique issues of their business to better educate them on the process of selling or raising capital.
The team got involved by providing strategic advice which helped us navigate the investment bank selection process as well as how to best steer toward a potential sale. The team introduced several highly qualified investment banks of various sizes, cultures and geographic footprints who all gave formal proposals. We ended up waiting on the sale process, but in the end selected an investment bank introduced by the team, and the expertise in managing the process, led to an optimal outcome for the family.
Former President & CEO of Fleet Car Carriers
KEITH OXENREIDER
CHRIS MESO
We approached the team to help us find the best investment banker who would position us appropriately in the open market. The team was able to introduce us to a banker whose transaction experience aligned in terms of market, revenue, EBITDA and character. We ended up selling to a PE sponsor and rolling our equity, and we successfully took a second bite of the apple several years later using the same banker.
Former President of Mobile Air
WHAT OUR CLIENTS ARE SAYING
CreoValo Around the U.S. & the Globe
Many of the investment banks CreoValo introduces to business owners have offices, personnel, and affiliates around the globe, which facilitates access to international strategic and financial buyers.
Our firsthand experience with thousands of investment bankers gives us the unique capability of curating only those of the greatest integrity and execution capability who are selected based on many criteria, including industry, transaction size, and location.
Investment bankers spend careers developing extraordinary knowledge in certain industries, and our network was built to tap into that specialized knowledge on behalf of our clients. Over the last 30 years, our partners have executed transactions in virtually every sector or sub-sector of the global economy.
1 Pitchbook Data, Inc.; 2 CreoValo works with investment banks that agree to share a part of their success fee with CreoValo if and when a transaction closes.