Mergers & Acquisitions

At Jacobs Capital, we define M&A broadly. It may mean the sale of your company to a corporate buyer or a private equity firm. It may mean recapitalizing your business to take significant money off the table yet retain control. It may mean establishing an ESOP to offer the owners liquidity and the employees an equity stake in the company. In every case, we make sure our clients fully understand their alternatives, and then we execute the option that best meets the owners' objectives.

Our typical client has revenues from $10 million to $100 million and is privately owned. Jacobs Capital offers companies that are too small for major investment banks the same level of professionalism that they would receive from a Wall Street firm, but with the senior level attention and counsel larger firms only offer to major public companies.

We have access to extensive databases of both domestic and foreign buyers and very broad industry experience (see Industry Experience). Having been an industry specialist at one stage, we learned that our clients are best served by not having our focus on one sector. When a firm goes back to the same buyers repeatedly, it becomes very difficult to negotiate with abandon for our clients' interests. Having multiple deals before a given buyer, or becoming too friendly with the party on the other side of the table, compromises an M&A advisor's independence. Our ability to succeed is evidenced by the fact that we have closed over 80% of our transactions, a record unmatched by virtually anyone in the business.

Business Valuations