OUR SERVICES
Egret Advisors is positioned as a boutique advisory firm that specializes in assisting small-to-medium-size business owners in exiting their companies.
Our services include helping you go through the process to determine the value of your company, advising you on all aspects of the sale, from the asking price to placing it on the market and managing the process of selling your company.
Selling a company can be a difficult and exhausting process as the complexities of the lighting industry often baffle professional investment banks. We’ve identified more than 24 separate sales channels for lighting equipment. Our understanding of how you sell your products and into which channels is the key to curating a specialized list of buyers that are financially capable of buying your company. This lets us provide you with a smooth process as you work through the steps to a successful close.
Egret Advisors will invest significant time into your company as we review your financials, channel(s) strategy, and products as we develop an exit value and strategy to meet your expectations. We can also advise you on improving your valuation through financial clarifications, EBITDA adjustments, and balance sheet adjustments before going to market.
Most importantly, we’ll discuss your motivation to sell and timing expectations. Selling a company is emotional. Whether you may have owned the company for decades or only a few years, when facing the decision to walk away from that business, you have three options:
- Sell to your family or employees (ESOP)
- Sell to strategic partners or investment firms
- Turn the key in the lock and walk away
A PERSONALIZED PROCESS
Egret Advisors specializes in personalizing the sale process and working through every question you have. We outline our processes and all confidentiality requirements to ensure that you are fully informed and prepared for the intrusion and disruption that goes along with selling your company.
Selling is transactional, financial, legal, and emotional. We also encourage you to engage an attorney and accountant with mergers and acquisitions experience to provide the legal and accounting expertise to complete your sale successfully.
Our advisory marketing services are carefully crafted to identify prospective buyers for your company. Egret Advisors is not a professional Investment bank. Instead, we assist in preparing a professional summary of your company and introduce you to personally curated prospective buyers. With 40+ years of direct relationships with lighting manufacturers and investment firms with lighting investments, Egret Advisors provides a professional introduction to your attributes and synergies with prospective buyers.
Investment banks are purely transactional and don’t grasp the complexities of the lighting industry. The lack of understanding leads to hundreds of blind targeted introductions to companies that should never be invited to review your financial information; despite signing an NDA.
We believe that selling your company is more than a transaction, and you have one shot at getting it right. Choose Egret Advisors and move forward with confidence.