Sell-side and Buy-side Advisory
Target Market
• Transaction values $5 million to more than $100 million
• Generalist approach covering all industries

Sell-side Advisory Assignments
– Business owner seeking to gain liquidity from the sale of the company.
     • Liquify significant net worth tied up in the business
     • Generational transfer issues (no heir to the business)
     • Bankruptcy situations
– Private companies in need of an orderly succession plan
– Portfolio companies of private equity firms seeking to exit
– Divestitures for large corporations

Buy-side Advisory Assignments
– Companies with a desire to accelerate growth, diversify the product offering, secure a competitive position by making strategic acquisitions
– Strategic and Financial Acquirors
     • Rollup a fragmented industry
     • “Buy right” during an industry downturn
     • Leverage the balance sheet
     • Take advantage of “cheap” currency (i.e., company stock)
     • Tuck-in acquisitions

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

Buy a business – Expand your product offering or geographic footprint.

Sell a business – Create liquidity or reduce a concentration of wealth.

Execute a merger – Combine resources to enhance growth opportunities and create liquidity.

Recapitalize the business – Achieve liquidity or facilitate generational or management transfer.

Raise debt or equity capital – Fund growth, achieve liquidity or pursue growth opportunities.