Client-First, Solutions Oriented Approach to M&A Advisory
We spend the time to thoroughly understand our clients and their businesses, represent them with integrity, and work relentlessly to achieve the best outcome while enabling them to focus on running their business.
Unmatched Client Service Customized To Each Deal
We combine real-world operating experience with an entrepreneurial spirit to advise clients that are considering a variety of strategic alternatives. From pre-sale consulting and sellside representation to gaining liquidity and strategic acquisitions, Boxwood prides itself on providing a broad suite of M&A services to fit each client’s desired outcome. Every client is unique and our senior professionals can tailor and curate a process or engagement to fit all of your needs. Our goal is to deliver an exceptional customer experience and get you the results you deserve.
Sellside Advisory
Achieve your desired outcome with a custom-tailored sales process designed to attract potential buyers and maximize your valuation.
Strategic Advisory
Leverage our expertise to grow your company and tap into over 50 years of business and financial experience.
Pre-Sale Consulting
Leverage Boxwood’s extensive operating experience to prepare for a transaction.
Buyside Advisory
Seamlessly execute a strategic acquisition by utilizing our deep transaction, industry and valuation expertise.
The Role of Boxwood
We spend the time to thoroughly understand our clients and their businesses, represent them with integrity, and work relentlessly to achieve the best outcome while enabling them to focus on running their business.
Deep Resources &
Data-Driven Approach
Exceptional
Process Control
Protecting
Management’s Time
Structured Sell-side Process
Boxwood’s extensive experience in the middle market has refined our approach to a sell-side process. We believe our process expertise is a key point of differentiation among middle-market investment banks. We will cater each process to fit the needs of our clients to drive the desired outcome.
-
Preparation
• Begin preparation of marketing materials
(i.e. CIM, financial model, data pack) and
data room to be flexible if potential
buyers want to move quickly• Boxwood to help manage third-party
workstreams (QofE, market study, etc.)• Collaborate in developing a list of
potential buyers for groups that will
be aggressive on value and will be
good partners - Preparation
- Marketing
- Diligence
- Closing & Documentation
Industry Focus
Franchising
Commercial Services
Fitness
Franchise Services
Franchisee
Health & Wellness
Personal Care
Residential Services
Restaurant & QSR
Consumer
Consumer Products
Consumer Services
e-Commerce
Household Products
Personal Products
Retail
Business Services
Advertising / Marketing
Consulting
FinTech
IT Services
Logistics
Other
Staffing
TICC
Food and Beverage
Food Distribution
Food Ingredients
Food Service
Retail / CPG
Industrials
Building Products
Distribution
Industrial Products
Industrial Services
Infrastructure
Manufacturing
Material Handling
Packaging / Labels
Restoration
Transportation