Discover
Operating with utmost confidentiality and discretion, Sunfield Partners engage in discussions regarding the fundamental aspects of a potential client’s business model, encompassing past and present achievements. This phase often entails conversations with business owners and potentially high-level management. A crucial element of this initial stage involves grasping the owners’ motivations, expectations, and apprehensions concerning a merger or sale. The Discovery phase typically involves multiple phone conferences and, if feasible, in-person meetings, ultimately culminating in the establishment of a service contract between Sunfield and the new client.
Assess
As part of the contractual arrangement, a Non-Disclosure Agreement (NDA) is established to maintain the confidentiality of the client’s identity and financial data. At this juncture, the client gains the freedom to share proprietary information with Sunfield, enabling comprehensive assessments of the client company’s business health.
Initial Market Engagement
Sunfield crafts an initial marketing presentation using the insights obtained during the assessment phase. This concise, one-page presentation preserves the client’s anonymity while providing sufficient details to pique the interest of Sunfield’s meticulously selected Buyers. An inherent advantage of collaborating with Sunfield lies in the profound expertise our Partners and senior staff possess regarding the intricacies of establishing, growing, and managing privately held businesses. This expertise facilitates insightful evaluations of our clients’ business practices and financial choices. Part of this process involves crafting a reasonable and equitable adjusted EBITDA figure that garners consensus.
Upon receiving Buyer interest, Sunfield presents and reviews the benefits with the client’s owners. If the owners opt to proceed with an interested Buyer, a specific NDA is provided, safeguarding the sellers’ identity and information. The true identity of the client is disclosed only after these milestones are achieved. Subsequently, open discussions can transpire, including virtual meetings between buyers and sellers.
Cultivating and Maturing Market Interest
During this phase, multiple well-vetted and qualified Buyers will have been introduced to the client company and its proprietors. Sunfield orchestrates the exchange of inquiries on both ends, guiding Buyers towards crafting reasonable Letters of Intent (LoI) that are then presented to the sellers.
Negotiation Stage
A pivotal role Sunfield plays throughout the process is to impartially advocate for both Buyers and Sellers, ensuring fairness prevails and a mutually beneficial deal is structured.
Our aim is to formulate a favorable arrangement that benefits both parties.
Closing
Sunfield’s partners are steadfast allies for both sides throughout the deal’s closing, guaranteeing complete satisfaction. Sunfield takes pride in its track record of closing deals within 120 days of contract signing. Partnering with Sunfield assures all parties are equally motivated to establish an equitable and value-enhancing deal within a condensed timeframe.
Continued Support
Even after the merger or sale concludes, Sunfield remains a dependable advisory resource for both sellers and buyers, solidifying lasting relationships and offering ongoing guidance.