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Seller Representation

Buyer Representation

Private Financing Capabilities

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ICG Capital Securities Charlotte NC Middle Market Investment Banking Capital Strategic Advisory Mergers and Acquisitions M&A Exit Strategy Planning

Overview of the Sales Process

Planning Phase:
  • Confidentiality agreement executed
  • Execution of engagement agreement
  • Determination of strategic goals and objectives
  • Prepare strategic and concise offering memorandum
Search Phase
  • Identification of potential buyers
  • Client approval of contacts
  • Contact potential buyers
  • Screen responses
  • Evaluation of proposals
Transaction Phase
  • Selection of preliminary due diligence
  • Company visits
  • Letter of intent
  • Due diligence
  • Final negotiation of price, terms and deal structure

Seller Representation

Our objective is to understand our client's goals and objectives and then apply our experience, judgment and creativity to help them achieve those goals and objectives.

Our fundamental process when assisting companies that wish to divest their interests revolves around recommending a strategic plan of action. We utilize the following process to maximize shareholder value:
  • Perform preliminary due diligence to assess market conditions and impact on timing
  • Recommend strategic alternatives for achieving client's goals and objectives
  • Establish a relevant range of values based on preliminary market valuation
  • Prepare strategic and concise offering memorandum
  • Introduce client to carefully selected group of prospective buyers while creating urgency and competition
  • Assist in negotiations, due diligence and closing
At ICG, many of our clients are at critical junctures in the life cycle of the Company. ICG has been involved in transactions that exhibit the following characteristics:
  • Retirement and estate planning
  • Lack of operating capital or growth capital
  • Irreconcilable shareholder or management disputes
  • Shareholders desire for liquidity and asset diversification
  • Management succession issues
  • Lack of interested or capable family members or other management
  • Industry valuation multiples create a "window of opportunity" for divestment
ICG Capital Partners can assist owners and management teams in implementing a strategy that will yield the best possible outcome, while maintaining cohesiveness and maximizing shareholder value.