Buy-Side Advisor
Year: 2015
Client: First Capital Surety & Trust Company
Hedquarters: Milwaukee, WI
Industry: Business Services
Website: www.capitalfirsttrust.com
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We specialize in investment banking for privately held businesses, offering expert guidance and fresh perspectives. Contact us to learn more and explore your options.
From identifying the ideal buyers to negotiating favorable terms and navigating complex due diligence, they were proactive, responsive, and deeply committed to our success. Both Bill and Mike consistently anticipated challenges, communicated clearly and timely, and delivered results beyond our expectations. Thanks to their expertise, we were able to maximize value and close the deal in a timely fashion.
Your skillful approach in communicating Protanic’s goals for a transaction to the eventual buyer, while also maintaining continued dialog throughout the process with our Board, the Buyer, and the Buyer’s Advisors, ensured all parties remained on track. Your leadership, tenacity, and counsel were vitally important as we worked through all of the transactional details during this journey.
[Mike and Alex’s] expertise and attention to detail in highlighting goals and tactics for this purchase helped to ensure the transition in ownership was smooth, as well as offering guidance for a bright and sustainable future.
[Bills’s] experience, expertise, and reputation allowed us to sell PSC at a higher multiple than we had anticipated. We found [their] team to be very professional, and their experience was invaluable in leading the effort and coaching us through the process to a successful conclusion.
[Bill’s] management of the entire process from original dialogues to closing documents was all encompassing and exactly as
promised.
From the beginning, you had a firm grasp on the overall objective. I was equally impressed with how fast you and your team learned and understood our relatively complex technology business, which proved invaluable throughout the process. You assembled the appropriate team and kept the process moving, even at times when conditions were clearly out of your control. Lastly, you never wavered on your convictions and beliefs.
[Bill and Mike’s] attention to the financial diligence and legal process was critical in keeping all parties on track with the timeline agreed upon in the LOI. We were very pleased that the transaction closed on the terms originally agreed to.
[Bill and his team’s] ability to manage multiple parties, including lenders, the seller, their investment banker, and our ownership group exceeded my expectations. I was skeptical that we would be able to be in a position with multiple options and close the transaction by the end of the year, but [their] expertise achieved our objectives.
I highly recommend to business owners and CEO’s to always use a competent advisor such as [Bill] when raising capital or engaging in M&A activity. Your team is well suited for both and will undoubtedly serve others well.
[Bill and Mike] quickly grasped AIA’s value drivers and expertly identified the optimal set of potential buyers, including a private equity firm with an existing industry-aligned platform seeking to grow via acquisition.
[Bill and Alex] quickly understood our business and our expectations in the sale.
[They] were always professional, pragmatic, and responded timely to requests from both us and the buyer which kept the process moving along.
As expected, [Bill & Alex] handled this transaction with professionalism and expediency and achieved a great outcome.
I appreciate the relationship that we have developed over the past years and always enjoy working together.
Throughout the engagement, Mike and his team were highly collaborative and proactive. They leveraged their extensive network to identify a buyer who was not only a strong fit financially but also aligned with my values and long-term goals for the business and its employees. Mike acted as a partner who understood what mattered to me and worked diligently to achieve it.
What sets Bill and Alex apart is their integrity. They are people you can trust-plain and simple. They operate with a strong moral compass, and I always felt they were advocating for me, not just as a client, but as a partner. They are true professionals and even better people.
