Mergers & Acquisitions

Overview

Through Renate M. Mueller Consultants Inc, the firm will represent vendors who wish to take advantage of opportune market timing or purchasers who seek to expand their businesses.
 

Vendors

The marketplace for the acquisition of insurance brokerages is currently very strong which allows vendors to command a high value for the sale of shares or assets. Renate M. Mueller Consultants Inc. helps brokerage owners retire and receive the optimum selling price by providing the following services:

  • Working with you to assemble an information package;
  • Preparing a normalized EBITDA cash flow analysis;
  • Evaluating the business for disposition of shares or assets;
  • Reviewing the evaluation with you;
  • Discussing with you the approach to take on price, terms, retention, employment contracts, non-compete/non-solicitation agreements etc.;
  • Preparing of a Confidential Information Memorandum and supporting information package;
  • Identifying prospective Purchasers and pre-clearing them with you;
  • Presenting opportunity to pre-approved potential Purchasers;
  • Arranging for the execution of a Confidentiality Agreements;
  • Soliciting offers from potential Purchasers;
  • Reviewing offers received with you and your advisers;
  • Negotiating the offer and assisting with the due diligence;
  • Assisting your lawyer in finalizing the Agreement for Sale; and
  • Whatever else is required to close the deal.

Purchasers

Because the sale prices currently being paid by acquirers of insurance brokerages are so high the limited inventory of potential acquisitions turns over very quickly. Through its very wide and deep national network of property and casualty insurance industry contacts at all levels, and its extensive data base, Renate M. Mueller Consultants Inc. can assist purchasers in identifying suitable acquisition targets before the owners put them up for sale. Renate M. Mueller Consultants Inc. helps brokerage owners to expand their business through prudent purchases to yield maximum returns, by providing the following services:

  • Seek out brokerages suitable for purchase by you;
  • Arrange for the execution of a Confidentiality Agreement;
  • Assemble an information package;
  • Prepare a normalized EBITDA cash flow analysis;
  • Evaluate the business for acquisition of shares or assets;
  • Review the evaluation with you;
  • Discuss with you the approach to take on price, terms, retention, employment contracts, non-compete/non-solicitation agreements etc.;
  • Draft an offer for review by your lawyer and accountant;
  • Present the offer;
  • Negotiate the offer;
  • Assist with Due Diligence;
  • Assist your lawyer in finalizing the Agreement for Sale; and,
  • Whatever else is required to close the deal.;

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