A Focused Approach.
Assurgo’s approach begins with all-in commitment to overall client success from day one. Our approach and rigorous process is outlined prior to the start of the engagement. We curate each project team and build schedules that deliver the right people at the right time with the right expertise. We choose people who have not only the expertise but also the attitude that when it gets tough to persist. Our people are known for their creativity, persistence, and pushing hard to turn over every stone to meet client objectives.
What We Offer.
We know better than anyone that the process of business acquisition and divestitures can be complex. We have been owners, advisors, sellers, and purchasers and this gives us a unique edge when responding to deal developments – our clients can rely on our experience and expertise to achieve their objectives with successful outcomes. We view challenges as possibilities and are continuously devising new solutions to unique issues.
We stand alongside our clients and this committed and personal approach is another of our distinctive features and it’s something we value highly. We understand that this process is not a daily occurrence for most entrepreneurs and management teams, and this motivates us to achieve the best results together. Not on behalf of, but in collaboration and lock-step with our clients.
Assurgo’s services cover all phases of an M&A process, from buyer and seller pre-deal support through to completion.
- Determine criteria
- Extensive research and vetting of potential targets
- Execute NDAs
- Gather and assess data
- Conduct interviews and discussions
- Assess potential fit
- Positioning acquirer
- Work with various tax, legal and accounting advisors to consider optimal transaction structure
- Model financial returns and providing guidance on valuation ranges
- Working with legal counsel in drafting of Expression of Interests/Letters of Intents
- Negotiations
- Gathering Due Diligence data
- Arranging and participating in management meetings
- Raising capital
- Coordinate due diligence and legal drafting with the various advisors
- Assist both parties as appropriate in achieving their objectives
- Gather information
- Meetings with key personnel
- Exit strategy reviews
- Understanding and detailing the business plan
- Building the financial model for pricing analysis
- Develop corporate profile/Confidential Information Memorandum (CIM) & financial document
- Prepare virtual data room
- Building potential buyer list
- Publish and distribute teaser
- Publish CIM
- Research and prequalify potential buyers
- Sign Non-Disclosure Agreements (NDA) and share CIM
- Discussions and follow-ups
- Receipt of Expressions of Interest, clarifications and shortlisting of buyers
- Access to detailed data room
- Management tours
- Submission of Letters of Intent (LOI’s) and selection of lead buyer
- Negotiation and detailed due diligence
- Review and comment on drafts of binding agreements and help coordinate parties and their respective advisors towards closing of the transaction
- Traditional Schedule 1 banks and within these, options include:
- Term Debt:
- Committed
- Demand
- Lines of Credit
- Credit Cards
- And in some cases:
- Asset-Based Credit Facilities
- Cash Flow Loans
- Bridge Financing
- Combination of the above, including syndications
- Term Debt:
- Junior Lenders
- Mezzanine & Quasi Equity Lenders
- Family Offices
- Private Equity
- Public Markets
- Friends & Family
- Share sale to:
- Staff
- Suppliers
- Customers
- Third parties
- Asset-Based Lenders
- Sale-Leasebacks
- Equipment Leases
- Accounts Receivable Margining
- Consignment
- Factoring
- Customer Prepayment
- Government & Government-Backed Institutions
- Guarantees of Bank Debt
- Loans to support Cross-Border M&A, Capex, Working Capital
- Subordinated & Venture Debt
- Non-Controlling Equity Investments
- Accounts Receivable Insurance
- Contract Insurance & Bonding
- SR&ED Credits
- Various programs to support staffing costs, etc.
Who we work with.
Assurgo has deep sector knowledge of the following industries:
- Logistics, Transportation, and Trucking
- Fabrication
- Manufacturing
- Bulk Processing
- Process Controls
- Valves
- Engineering and Surveying
- B-B Distribution / Wholesale
- B-B Services
- Industrial Maintenance and Services
- Commercial and Industrial Instrumentation (IoT) – Hardware Enabled Software
- Building Products
- Construction Services / Sub-trades
- Construction Equipment
- General Contractors
The Gold Standard
At Assurgo Enterprises, we pride ourselves on delivering a higher standard in everything we do. And that’s what the Assurgo Gold Standard is all about. It’s our commitment to you. To go above and beyond. Always being at the forefront of emerging trends and issues, using our first-hand experience and knowledge to create new opportunities and best practices, delivering strategic solutions to assist in overcoming challenges and further driving efficiencies so you realize even greater value. The Gold Standard is our signature, a symbol of excellence and as Your Partner in Growth, we will never lose sight of that.