
About Us
Our Business
CRI M&A Advisors
CRI M&A Advisors specializes in the preparation, positioning, and sale of family-owned and closely-held companies. These companies have unique dynamics and surprising complexities that require specific focus and attention. CRI M&A Advisors has extensive experience navigating the path toward a successful outcome for clients facing the opportunities and challenges specific to family-owned and closely-held companies.
Our committed team of mergers and acquisitions professionals provides guidance and support toward the client’s targeted outcome, including a complete sale, a partial sale, or preparation for an eventual sale. When partnering with CRI M&A Advisors, you can expect the highest level of attention and respect from the firm's senior-most members. Supported by a parent company comprised of more than 2,000 tax, financial, and valuation professionals, we deliver tailored advice and precise execution for each client.
Complete Sale
Likely the option most familiar to business owners, the complete sale of a company may represent the best scenario for clients seeking immediate or near-term retirement or simply a change of direction in professional life. A complete sale often provides the largest immediate payout but normally precludes the seller from benefiting significantly from the company's future growth. In this scenario, CRI M&A Advisors provides clients with exceptional access to strategic and financial acquirers, with an extreme focus on achieving the highest possible immediate valuation of the company and the cleanest deal structure possible that disentangles the client from the company. The complete sale of a company requires special care in positioning the transition with the company's customers, employees, and suppliers, as the total exit of an owner can destabilize a company if not handled properly. Our recent success in selling 100% of a sixty-year-old, third-generation company to an international, publicly traded acquirer bears witness to our team's ability to navigate complex and delicate transactions with precision.
Minority Sale
In some circumstances, it makes sense for a business owner to bring in a financial partner to provide the needed funding for the company’s next rapid growth phase. This can be achieved through a minority sale, which is often most attractive to business owners who feel they are just hitting their stride and simply need access to capital to execute their vision. The presence of a well-funded, professional, and business-savvy financial partner with a track record of enabling high-growth companies to achieve scale often creates a tailwind that rapidly accelerates the growth of the company without requiring the business owner to incur unhealthy levels of debt, relinquish control of the company, or struggle to grow from an undercapitalized position. CRI M&A Advisors has the expertise, experience, and access to capital markets that enable our team to understand your business, create a profile of the ideal partner, and locate that partner within the vast expanse of our network.
Preparation for Eventual Sale
The sale of your company will likely be the most significant business transaction of your life. Early preparation could make the difference between an acceptable and exceptional outcome.
The CRI M&A Advisors team guides its clients through an extensive pre-sale process, which includes:
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a statistically driven, detailed assessment of your company, including benchmarking in comparison to participants in your specific industry
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in-depth industry research to discern the current business environment and future outlook
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analysis of mergers and acquisitions activity, trends, valuation metrics, and likely acquirer profiles
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a determination of your company’s current market value and areas for potential value enhancement.