M&A Advice
Are you considering selling your business? Are you considering buying a business? The process on either side can be more complex and challenging than you think.
We offer a variety of
services, including:
Positioning the business to achieve the highest price, including preparing confidential memoranda describing your business
Identifying potential buyers
Assisting with financial analysis and financial modeling
Managing a competitive process
Negotiating financial terms
Reviewing transaction documentation rendering fairness opinions
Capital Raising
We assist in arranging the placement of corporate debt and equity, including private equity and venture capital.
All securities-related transactions are conducted through Dowling & Partners Securities, LLC, member FINRA/SIPC.
Capital Raising
We assist in arranging the placement of corporate debt and equity, including private equity and venture capital.
All securities-related transactions are conducted through Dowling & Partners Securities, LLC, member FINRA/SIPC.
We have strong relationships across various investment groups and assist our clients with:
Analyzing immediate and long-term financing requirements
Determining optimal capital structure alternatives
Assisting in preparing a business plan and descriptive memoranda
Identifying, evaluating and contacting appropriate capital sources
Preparing management presentations for financial institutions
Soliciting financing proposals
Evaluating financing proposals for suitability, and negotiation of term sheets
Negotiating of loan and equity commitment terms
Managing the due diligence and lender wrap-up processes to ensure timely and smooth transaction closure
Valuation
We provide full valuation services to private business for perpetuation and strategic planning purposes and can also provide expert advice on benchmarking practices to enhance long-term agency valuation.
A full narrative report is complete with supporting exhibits prepared in full compliance with applicable standards for each valuation. If a full narrative report is not required, other customizable deliverable options are available.
Valuation
We provide full valuation services to private business for perpetuation and strategic planning purposes and can also provide expert advice on benchmarking practices to enhance long-term agency valuation.
A full narrative report is complete with supporting exhibits prepared in full compliance with applicable standards for each valuation. If a full narrative report is not required, other customizable deliverable options are available.
We offer the following valuation services:
Mergers & acquisitions
Gift / estate tax planning
Buy sell agreements / perpetuation planning
Equity compensation plans
Shareholder disputes
Transaction fairness opinions
ESOPs
Purchase price allocations / intangible asset valuation
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Ready to Navigate
Your Financial
Future?
Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance sector.
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