| Penn Capital Group is an investment banking firm providing professional
merger and acquisition advisory services for closely held businesses
with transaction values from $1 to $15 Million. Our focus is in
the Middle Atlantic States with selected engagements nationwide.
For 25 years the Group has provided merger and acquisition advisory
services to a Pennsylvania-based regional bank.
Our Professional Approach
People - Our professional staff consists of ex-CEOs and
CFOs with backgrounds in manufacturing, distribution, banking, and
insurance. Confidentiality and a high ethical standard are maintained
by the staff’s strict adherence to a written Code of Conduct.
Philosophy - Our commitment to the long-term success of
each transaction mandates our attention to the individual needs
of each client including their strategic, financial, and personal
goals. Our professional approach relies upon:
- Developing a detailed knowledge of the client’s needs,
objectives, and expectations.
- Committing dedicated executive resources necessary to resolve
the unique needs of each transaction.
- Adherence to the highest standard of ethical conduct.
Resources -
- Our unique network supported by our alignment with financial
institutions, investment banks, attorneys, accountants, and investment
groups enables us to identify qualified buyers and sellers of
businesses.
- Our experienced professional staff creates solutions to challenging
and complex problems which arise in each transaction.
- We thoroughly qualify prospective buyers financially and strategically
to better ensure compatibility between buyer and seller.
- Where necessary, we provide consulting services for special
situations involving preparation of the company for sale.
Results -
- Our Group has 25 years experience completing sales transactions
to qualified buyers in a most professional and confidential manner.
- References from professionals and former clients can be furnished
prior to an engagement.
The Transaction Process & Value of Penn Capital
- With client’s input, establish a realistic price range
for the business after analysis of the company’s industry,
status within that industry, historical financial performance,
and potential for growth. Formal valuations can be coordinated
where necessary.
- Identify potential buyers - - through client input, through
communication with our referral network, and through specific
industry sources.
- Qualify potential buyers financially and strategically.
- Produce a detailed booklet describing the business by assembling
financial, operations, sales, and marketing information.
- Circulate the booklet to qualified buyers on a confidential
basis.
- Throughout the sale process, coordinate the flow of information,
conduct facility visits, and expedite the due diligence and negotiation
process to assure the seller the highest value and best buyer
for the business.
- Successfully close the sale transaction.
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