Services

Zepponi & Company provides advisory services for merger and acquisition transactions, as well as corporate finance matters. Our clients typically meet either of the following criteria:

  • Annual revenues exceeding $5 million
  • Asset base of at least $10 million

Proper advising on merger and acquisition transactions requires diligent planning and creative transaction structuring in order to maximize value. We invest the time required up-front to understand a client’s business, identify and articulate growth opportunities, and properly position the business for a transition. Our clients have the benefit of tapping into a vast network of seasoned industry resources, including tax, legal and wealth management advisors, to assist in the transaction planning and execution process.

  • Transaction Advisory
  • Corporate Finance Advisory

Transaction Advisory

“Proven 5-Step Transaction Advisory Process”

Assessment
The initial assessment begins with identifying core drivers of value, understanding the challenges and opportunities associated with the business, and analyzing viable strategic alternatives available to the client.
Preparation
A selling strategy for the business is developed, including identifying potential purchasers or investors, preparing confidential marketing materials, and assisting in the selection of a transaction team.
Marketing
The marketing phase involves addressing inquiries from interested parties, distributing confidential marketing materials, and conducting site visits and meetings with members of the executive management team.
Diligence
We work closely with clients to review and negotiate offers, select a prospective purchaser or investor, monitor due diligence and manage requests for additional information.
Closing
During the final phase of the sales process, we work with all involved parties to negotiate key agreements and assess the final terms in order to guide the transaction to a successful close.

Corporate Finance Advisory

Zepponi & Company provides a broad range of corporate finance advisory services to help clients identify and evaluate strategic and financial alternatives that advance growth objectives and maximize value.

  • Assessing

    Assessing business value, identifying growth drivers and providing value enhancing recommendations.

  • Evaluating

    Evaluating exit opportunities and preparing for a sale, divestiture, or other liquidation event.

  • Reviewing

    Reviewing and evaluating capital structure and recommending financing alternatives.

  • Advising

    Advising on corporate governance policies and shareholder-related issues.

  • Transaction Advisory

    Transaction Advisory

    “Proven 5-Step Transaction Advisory Process”

    Assessment
    The initial assessment begins with identifying core drivers of value, understanding the challenges and opportunities associated with the business, and analyzing viable strategic alternatives available to the client.
    Preparation
    A selling strategy for the business is developed, including identifying potential purchasers or investors, preparing confidential marketing materials, and assisting in the selection of a transaction team.
    Marketing
    The marketing phase involves addressing inquiries from interested parties, distributing confidential marketing materials, and conducting site visits and meetings with members of the executive management team.
    Diligence
    We work closely with clients to review and negotiate offers, select a prospective purchaser or investor, monitor due diligence and manage requests for additional information.
    Closing
    During the final phase of the sales process, we work with all involved parties to negotiate key agreements and assess the final terms in order to guide the transaction to a successful close.
  • Strategic & Finance Advisory

    Corporate Finance Advisory

    Zepponi & Company provides a broad range of corporate finance advisory services to help clients identify and evaluate strategic and financial alternatives that advance growth objectives and maximize value.

    • Assessing

      Assessing business value, identifying growth drivers and providing value enhancing recommendations.

    • Evaluating

      Evaluating exit opportunities and preparing for a sale, divestiture, or other liquidation event.

    • Reviewing

      Reviewing and evaluating capital structure and recommending financing alternatives.

    • Advising

      Advising on corporate governance policies and shareholder-related issues.