External Transition Advisory
As a continuation of the Professional Services ATI Capital Group, Inc. ("ATI") has to offer in the area of Corporate Transition Strategies, Corporate Financial Consulting services such as; sell side advisory, merger and acquisition services, private placements, exit strategy analysis, and strategic benchmarking for value, provide substantial value to the business owner.
Our unique position of independent advisor, combined with our knowledge of finance, tax, accounting and valuation allows ATI to offer an independent analysis of your options. Our feasibility study has the ability to analyze multiple projections and calculate the value of your privately held corporate under multiple “value worlds” for clear and concise transition decisions. For example, when selling to a strategic buyer, fair market value is not an appropriate value conclusion; but is a taxable strategic sale going to yield higher net proceeds to you than a “pre-tax” fair market value sale to a third party? We have the ability to tell you! Likewise, what is investment value and how does that compare to fair market value? These questions and many more are of the utmost importance when considering the sale or transfer of your privately held company. We are deeply knowledgeable, professional and are truly independent working with your advisors to see to it your financial result is maximized.
Sell Side Advisory
ATI works with company owners who wish to increase their liquidity and diversify their investment risk by divesting all or a portion of their company holdings to financial or strategic buyers. Transactions are structured to maximize value through:
- Thorough analysis of the company and the industry.
- In-depth market research to identify prospective buyers.
- An effective marketing program designed to attract multiple buyers while maintaining confidentiality.
- Expertise in negotiations and structuring transactions.
Merger and Acquisition Advisory
We work with companies and individuals to acquire companies that meet their financial and strategic objectives. Target companies are identified and acquired through:
- An extensive search utilizing in-house databases and professional contacts.
- Access, through our affiliation with the Alliance for Corporate Wealth, to all private equity groups ("PEG") in the world.
- Initializing contact and interest verification.
- Due diligence including operating, financial and valuation analysis of the target company.
- Assistance in negotiations and preparing the letter-of-intent.
ATI professionals have many years of corporate finance experience. Our financing contacts and market knowledge allow us to access a variety of sources that provide cost-effective financing alternatives for our clients, including private placements of equity and subordinated debt.
Exit Strategy Analysis
We work with company owners, analyzing their goals and objectives, in order to compare values, timing, risks, costs and tax consequences of:
- The sale of the company to an investor, PEG, or publicly traded company.
- An Employee Stock Ownership Plan (ESOP).
- An initial public offering.
Value Added Benefits
Value Maximization – Our proven system, in conjunction with our affiliation with the Alliance for Corporate Wealth and other related organizations, allows us to develop multiple prospects to start a bidding process, and having multiple interested parties creates leverage to maximize value.
Confidentiality – By having a "middle-man," confidentiality is protected until the proper time to reveal the company's identity, and owners always control information flow and timing.
Negotiations – ATI can posture owners as serious sellers or buyers and keep the process moving.
Minimizing owner's time commitment – ATI handles all the steps of the process, allowing owners and employees to concentrate on running their company.
Knowledge – ATI is a professional firm with extensive experience in mergers and acquisitions and other corporate finance activities.
Resources – At your service are professional personnel including MBAs and former CFOs, internal databases, industry and economic data, computer programs and financial models.