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.
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.
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.
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.
WHAT OUR CLIENTS ARE SAYING
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.