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Mergers & Acquisitions Services
At The Woodward Company, we understand that mergers and acquisitions are complex financial transactions that require expert analysis, planning, and execution. That’s why we offer a full range of Investment Banking M&A services for asset and stock transactions.
Our experienced M&A advisors work closely with clients to identify value and growth opportunities. We provide the highest level of service and expertise, and we look forward to working with you to help meet your transaction goals.
Get Speed On Every Deal With Our Mergers & Acquisitions Services
At The Woodward Company, we pride ourselves on providing our clients with a comprehensive suite of Investment Banking M&A services. Our team of experienced professionals works with asset and stock transactions, providing a range of services to help our clients receive the most appropriate outcome from their M&A process.
Our services include:
Market assessment
Market valuations
Marketing materials
Buyer identification and contacts
Due diligence data room
Formal document preparation
Closing assistance
Transition planning and post-closing reconciliations
At The Woodward Company, we are committed to providing the highest quality M&A services to all our clients, with the goal of exceeding their expectations and delivering results.
See details →What Clients Said About Our
Mergers & Acquisitions Services
Woodward got the job done for the asking price! They helped us navigate the entire marketing, offers, negotiation, and detailed document process while ensuring we always had choices. We never felt backed into a corner and always knew where we stood.
Owner/Seller – Custom packaging manufacturer
$7.3 million in Sales and $1.4 million in EBITDA
Thank you so much for helping us close out our client’s estate. With all of the drama around the estate settlement process, Woodward made the sale of his company simple for everyone. Without you, we know it would have been taken much longer and more complex.
Attorney/Advisor for the estate – Capital Equipment Builder
$2 million in Sales and $0.4 million in EBITDA
Thank you again for finding the Axxx family to buy my company. I was nervous turning down the first few offers because I was so anxious to sell, but your counsel to ‘wait for the right fit’ was reassuring and it has worked out great. I’m so happy working with them now, and I’m able to take the vacations that I had put off for so long.
Seller & Employee of The New Owner – Specialty alloy manufacturer
$4 million in Sales and $0.6 million in EBITDA
I never expected it to turn out the way it did, but Woodward’s creativity and guidance helped us get the most for our businesses as we move into retirement mode. Thank you again for all your work and patience.
Seller/Owner – Airport and Flight Schools
$4 million in Sales and $0.5 million in EBITDA
Sell-Side & Buy-Side M&A Advisory
The Woodward Company is a well-established firm with registered representatives offering M&A services to small companies. With a proven track record of delivering exceptional results, the firm has been instrumental in helping businesses navigate through complex mergers or acquisitions.
At The Woodward Company, our team of seasoned professionals possesses experience, industry knowledge, and analytical expertise. This enables us to provide customized solutions to help meet each client’s unique needs and goals.
Every transaction is unique, so we tailor our services to suit each client’s requirements.
We take a comprehensive approach in our sell-side M&A advisory services, focusing on every aspect of the transaction process.
Our services include:
Financial and Market Analysis
Valuation
Risk Assessment
Due diligence
Negotiation
Post-Closing Reconciliation
Woodward’s M&A Process
1. Expectations & Strategy
The Expectations & Strategy phase determines if there is a fit between what the client wants and what Woodward can deliver. Much of this centers on a company valuation, the terms of potential offers, and the time estimates to close.
2. Materials Preparation
The Material Preparation phase is conducted concurrently with the Marketing Strategy portion of the prior phase. It involves preparing two groups of documents: Marketing and Data Room.
3. Identification & Contact
This is the phase where we first contact the targets to assess their interest in investing in your company. We could begin this work immediately after the Material Preparation phase. Many times it involves multiple strategies and waves of contact.
4. Terms & Conditions
In the Terms and Conditions phase, we provide enough information to the buyers to allow them to make an offer or accept the terms we’ve finalized. We help you and the buyer structure an acceptable offer to everyone and document these basic terms.
5. Due Diligence & Financing
The Due Diligence and Closing phase is where the buyer verifies all the information about the company’s history, present status, and future opportunities.Explore Our
M&A Capabilities
With diverse experiences, we can step into acquisition or merger. Our team is here to support every part of the process!
Expectations & Valuation
- Health Scan
- Expectations & Preparation
- Valuation
- Administration
Marketing Strategy
- Define Target Buyers
- Identify Target Buyers
- Create Key Messages
- Summarize Marketing Approach
Material Preparation
- Data Room
- Industry & Market
- Marketing Materials
Identification & Contact
- Target List
- Log and Protocol
- Review and Revise
Terms
- Visits and Reviews
- Interest and Intent
- Offer Issue Management
- Financing Proposals
Due Diligence
- Data Collection & Verification
- Risk Identification & Management
- Transition Planning
Financing
- Lender Due Diligence
- Financing Commitments
- Document and Schedule Preparation
- Closing
What Sets Our M&A Services Apart?
Responsibility
The Woodward Company takes its responsibility seriously and ensures all deals are conducted in the seller’s best interests. We offer transparent and impartial advice throughout the deal-making process and provide comprehensive support to ensure a successful transaction that meets the seller’s objectives.
Templates
We have multiple samples of the documents required for marketing and attracting buyers, along with those (potentially) required for due diligence. Using these templates as starting points to customize to fit the needs of each client reduces the time requirement by dozens, if not hundreds, of hours.
Resources
Our proprietary database of over 1,200,000 private company transactions and 6,100 funds and investor groups is organized by market segment, geography, investment size, investment type, company stage, and keyword search criteria. These resources are critical to the valuation process and targeting the best buyer groups.
Methods
Our work is process-driven, and each step has been developed and refined over time. Tools have been created to support the process and are based on the collective experience of all our professionals.
+6000
Private Lenders
13000
Private Investors/ Groups
+1200000
Private Investors/ Groups
Frequently Asked Questions
What are Mergers & Acquisitions (M&A) Services?
Mergers & Acquisitions (M&A) services refer to the strategic activities of merging two or more companies, or acquiring one company by another, to enhance business growth and attain specific goals.
This typically involves a transfer of ownership, management, and control of the merging entities, which combine resources, expertise, and customer base to form a synergistic whole.
What does an M&A Advisor/ Investment Banker Do?
An Investment Banker will assist in selling a business, getting loans, and finding investors/ partners for companies.
Do We Have Ready Buyers For Businesses?
Yes, we have ready buyers, investors, and lenders for companies. However, the ‘best deal’ for the borrower or seller is often found through our database.
How Do We Value A Business? What Valuation Techniques Do We Use?
The most appropriate valuation methods depend on the type of business, it’s history, and forecasts for the future.
Whenever possible, we use the ‘Comparable Transactions’ method in addition to others. ‘Comparable Transactions’ is widely recognized as the most accurate method for valuing a business.
Some other methods that can be applicable:
- Discounted Cash Flow (DCF)
- Adjusted Book Value
- Economic Value Added (EVA)
- Capitalized Adjusted Earnings
- Liquidation methods.
What Is The Difference Between An M&A Advisor, Business Broker, And Investment Banker?
All of these terms refer to people who assist in the sale of businesses and raising money for companies. The differences have to do with the laws and regulations that must be followed.
Investment Bankers are allowed to do the greatest range of transactions and follow the most strict regulations. The regulations are in place to protect clients and customers from unscrupulous providers.
How Do Mergers Differ From Acquisitions?
Mergers and acquisitions are commonly used terms to refer to business combinations. However, there are key differences between them.
A merger occurs when two companies agree to combine their assets, operations, and resources to form a new entity. In contrast, an acquisition happens when one company acquires another, becoming the owner of its assets and liabilities.
In a merger, both companies contribute to the new entity’s equity, and the ownership is split equally or proportionally. There is a clear buyer and seller in an acquisition, and ownership is transferred entirely to the acquiring company.
Another significant difference is the motivation behind the transaction. Mergers are usually strategic, aiming to gain synergies, expand market share, or diversify revenue streams. Acquisitions, on the other hand, can be either strategic or financial, focusing on buying undervalued assets, gaining access to new technologies or products, or eliminating competition.
Why Don't You Use Internet Forums To Advertise Companies?
Often, when a company gets to an online forum, it means that people who know the business and company have decided not to buy it.
How Can You Find Good Buyers Without Talking To Customers, Suppliers, Employees, Or Competitors?
Our focus is finding buyers with companies that are ‘strategically similar’ to our client but not the same. Also, sellers often do not want customers, suppliers, employees, or competitors to know their company is for sale because it may hurt their sales or profits, which reduces the value.
Our Resources
Uncover the in-depth industry knowledge of financing.
