TP4 Advisors assisted a privately owned provider of sheet metal, HVAC, plumbing, and piping for commercial mechanical services in the potential sale of the business and sale or lease of property. We developed generic marketing materials for contacted parties to review and detailed materials for the review of parties executing a confidentiality agreement. Strategic and financial investors were identified, vetted, and contacted throughout the US. Sold above traditional EBITDA multiple range.

HVAC business with training school/facility (and real estate held by family in separate LLC) that focused on residential, commercial and apartment complex installation and service. Family owned this business for 90 years and TP4 Advisors worked closely with them on valuation enhancement and transition options. We assisted in evaluating a sale to the children, key employees, strategics and private equity buyers. We researched and identified multiple buyers that led to the successful transaction with a PE-backed strategic buyer who paid an above market multiple.  

Advised two related firms with overlapping private ownership who were world leaders in prototyping, product design, and manufacture of complex parts using 3D printing of additive metals technology (direct metal laser sintering). After managing the marketing and negotiations with aviation engine manufacturers and international financial investors, the transactions were closed for both firms at an aggregate sale price more than three times the optimistic expectations of the owners in a sale to the world’s largest aircraft engine manufacturer.

Advised a Cincinnati-based consulting, training, and software support firm specializing in resource, workforce, and project management solutions. Following a comprehensive marketing process and outreach to more than 700 qualified strategic and financial buyers, TP4 Advisors highlighted the unique value of the company’s specialized service platform and recurring client relationships. Managed due diligence and negotiations through closing, resulting in a successful acquisition by Belcan that provided the owner with a favorable outcome while creating long-term growth opportunities for employees and clients.

A full line sales and calibration facility of precision measuring equipment (and real estate held by family in separate LLC) that provides a high quality, comprehensive and single source for equipment, repair and calibration. Family founded the business in 1962 and the current president, the son of the founder, became president when his father passed away suddenly. TP4 Advisors provided CFO Advisory services to improve company profitability and remove them from “work out” status at their bank. Evaluated three Indications of Interest from strategic buyers and assisted in negotiating final purchase price at above market multiple. Sold to a strategic international buyer that wanted a location in the Midwest.

Niche telecom business with proprietary software embedded in operations. Most advisors undervalued the technology asset. We identified the software as a separate value driver and surfaced the strategic value to industry-specific buyers. Process is currently in negotiations. Software premium captured in deal structure.