Sunbelt Business Advisors provide Merger & Acquisition services to Irish companies with turnover between €2m and €25m. This presentation outlines the service we offer to clients who engage us to confidentially find a strategic or trade buyer for their business.

1. Merger & Acquisition Service Overview
T: 01 444 8900 W: www.sunbelt.ie E: info@sunbelt.ie

2. Sunbelt Business Advisors
Founded in 1978 in the United States
Specialise in the confidential sale of
privately owned companies
250 offices in North America, South America,
Europe, Asia and Australia
Irish office in Dublin + 14 offices in the UK
Global database of active buyers, M&A
intermediaries & private equity groups
Best practice confidential methodology
Unique risk sharing fee structure aligns our
interest with our clients interest

3. John Murray
Specialises in mid market M&A
 Companies with turnover between €2m & €25m
15 years experience
 Confidential business sales
 Business grooming and exit planning
 Business valuations
 Fund raising
Sectoral Experience
 Business & professional services
 Manufacturing and distribution
 Information technology

4. The type of companies we sell
Established medium sized
owner/family managed companies
Operating in the following sectors:-
Product distribution
Business services
Information technology
Manufacturing & engineering
Transport & logistics
Owners are committed to
selling their business

5. Our Proven Five Step Sale Process
1 2 3 4 5
Analyse and understand the business
Normalise historical and forecast financials
Identify non recurring/exceptional expenditure
Identify synergies accruing to a strategic buyer
Calculate a target value using appropriate valuation
methodologies e.g.
Capitalisation of forecast earnings
Guideline public company or comparable transactions
Research market to identify strategic buyers
National and international competitors
Businesses with complimentary products or services

6. Our Proven Five Step Sale Process
1 2 3 4 5
Prepare a One Page Teaser
Highlights key attributes of the business
Presents enough information to attract qualified buyers
It does not identify the business name or location
Is used in direct marketing to target buyers
Prepare a Confidential Sale Presentation
Detailed overview of the business
Summary financial and operating information
Prepare an Information Memorandum
Detailed financial and operating information
Includes strengths, weaknesses, opportunities and
threats facing the business – no surprises later

7. Our Proven Five Step Sale Process
1 2 3 4 5
Implement a marketing plan specific to our
clients business
Promote the opportunity on specialist M&A
marketplaces e.g. www.axialmarket.com
Directly contact potential trade buyers nationally and
internationally
Internally market via Sunbelts network of 250
international offices, including 14 in the UK
Market via our network of corporate finance
intermediaries and other M&A professionals both
nationally and internationally to identify trade and
other strategic buyers
Note: Our clients identity is never disclosed in marketing activity.

8. Our Proven Five Step Sale Process
1 2 3 4 5
Screen and qualify potential buyers
establish background and level of interest
confirm financial ability to purchase
Sign a binding confidentiality agreement
Issue Confidential Sale Presentation
Invite expressions of interest
Information Memorandum issued to short list
Management meetings with short listed buyers
Respond to additional information requests

9. Our Proven Five Step Sale Process
1 2 3 4 5
Invite offers for the business, subject to contract
and satisfactory due diligence
Negotiate best and final terms
Select preferred bidder
Key terms summarised in Heads of Agreement
Iron out issues during due diligence
Get the sale over the finishing line

10. Proven Process which MAXIMISES selling price
Accept the
best offer
and complete the sale
Screen enquiries &
manage negotiations
Confidentially market the
business to identify strategic buyers
Prepare key documents
1. A one page Teaser
2. A Sale Presentation
3. A detailed Information Memorandum
Analyse the financial and operational
performance of the business and calculate a target selling price

11. Reality Check
The true market value of
a business can only be
established through a
combination of
comprehensive
marketing
and
competitive
bidding

12. Thank you for the
opportunity to present
our M&A service
T: 01 444 8900 W: www.sunbelt.ie E: info@sunbelt.ie