Mergers and acquisitions

Representing sellers of privately-held, middle-market businesses

At Davie Kaplan we recognize that the sale of a business is an emotional, time consuming, and technically complex transaction. Our in-depth experience relieves business owners of much of the burdens and pressures associated with a sale, while maximizing shareholder value and bringing a seasoned, objective perspective to the process.

Maximizing owner benefits through management of sales process

At Davie Kaplan we act as more than simply intermediaries. We manage the total sales process - from clarifying the owners’ goals through closing the transaction. At Davie Kaplan we can provide comprehensive management of the entire process or handle specific areas to create the largest number of alternatives for the seller, resulting in a transaction that achieves the maximum benefit for the owners.

Due diligence

Related Services

Management Buy-Out (MBO)
We assist management teams in the acquisition of their company.

Employee Stock Option Plan (ESOP)
Working with employee groups and owners, we help them determine the viability, implementation, and financing of ESOPs as a business sales strategy.

Independent Business Valuation Services
Comprehensive business valuations include a thorough analysis of economic, industry, and operating environments; market dynamics; historic financial performance; company forecasts; and comparable transactions.

Business Succession Planning
Our professionals will assist you in developing a long-term plan which meets the goals of everyone involved while reducing your overall tax burden. This might include the drafting of a buy-sell agreement, the establishment of a planned giving program or the establishment of deferred compensation programs.

For more information, contact David C. Pitcher or Jeffrey M. Wexler.