SELL-SIDE M&A ADVISORY
MAXIMIZING VALUE. MANAGING THE PROCESS.Selling a privately held business is often one of the most significant financial decisions an owner will make. NewGate provides experienced, hands-on M&A advisory throughout the transaction process—from preparing the business for market and identifying qualified buyers through negotiation, due diligence, and closing.
A Thoughtful Approach to Selling Your Business
Every business and every shareholder has different objectives. Before going to market, NewGate works closely with business owners to understand their priorities, evaluate strategic alternatives, and determine the appropriate path forward.
When a sale is the right course, we develop and manage a disciplined process designed to position the business effectively, create competitive tension among qualified buyers, and maximize value while allowing owners to remain focused on running their company.
The NewGate M&A Process
01
Preparation & Positioning
Analyze the business, financial performance, value drivers, and shareholder objectives to prepare the company for market.
02
Marketing & Buyer Outreach
Prepare marketing materials, identify qualified strategic and financial buyers, and conduct a confidential outreach process.
03
Buyer Qualification & IOIs
Evaluate buyer interest, assess transaction structures, and compare indications of interest to identify the strongest opportunities.
04
LOI & Negotiation
Negotiate valuation, structure, and key transaction terms and select the buyer best positioned to complete the transaction.
05
Due Diligence & Documentation
Coordinate financial, legal, tax, operational, and other diligence while working alongside the company’s advisors.
06
Closing
Manage the transaction through final documentation, closing requirements, and completion of the sale.
Aligned With Our Clients
NewGate approaches each engagement with a simple objective: achieve the best possible outcome for our client. Our interests are aligned with the business owners we represent, and we remain focused on their objectives from the initial conversation through closing.
Businesses We Advise
NewGate advises established, privately held businesses throughout Florida across a range of industries. We are best positioned to represent profitable companies with approximately $10 million to $100 million in annual revenue whose owners are considering a sale, recapitalization, or other strategic transaction.
Every business is different. We evaluate potential engagements based on the company’s financial performance, market position, growth opportunities, transaction objectives, and our ability to deliver meaningful value to its shareholders.
Considering a Sale?
Whether you are actively considering a transaction or simply evaluating your options, our team welcomes the opportunity to have a confidential conversation.