YOUR BRIDGE TO A SUCCESFUL SALE

Screen Shot 2019-02-05 at 4.05.50 PM.png

Mergers and Acquisitions

Maximizing the Value of Your Business, with the Respect Due a Peer.

With the April 2021 acquisition of leading M&A advisory firm Norton Jackson & Company, acclaimed direct investor PennSpring has leapt to the forefront of sell-side solutions for business owners in South Central Pennsylvania. This unique combination of experienced entrepreneurs with multiple successful exits and seller representation expertise creates a powerful bridge to well-deserved liquidity opportunities.

Readying You for a Transaction.

Achieving Your Goals at Close.

PennSpring Advisors is designed to deliver world class sell-side services to owners of lower middle market companies, specifically those with $10 million to $100 million in valuation. A proven team of seasoned professionals, we are relentless in our mission to serve as partners and guides in realizing a liquidity event. We leverage decades of M&A experience to execute a highly engineered engagement process that optimizes results for our clients.

Our process is designed to introduce your company to the optimal universe of buyers, and create a competitive environment that results in the best price and terms for your business. Our extensive knowledge of the buyer ecosystem and substantial exposure to private equity, combined with our deep analytical and strategic expertise, gives us a unique insight into the process. Your goals are our goals, and confidentiality is guaranteed.

The Partners of PennSpring have occupied every role – we have been buyers, sellers, intermediaries and entrepreneurs. We understand not only what it takes to grow a small company, but also how to monetize that value created. As we have truly been in your shoes, we have unique perspective that empowers us clearly to understand your objectives and design a process that works for you.

"We have a strong commitment to our local communities, and we believe that we have the ideal skillset, personnel and platform to spring forward area owners to a successful sale."

- Lou Castelli, Managing Partner

A DEEPER DIVE

Selling Your Business

Just like you, our Principals have built businesses from scratch, scraping together operating capital from friends and family; we’ve felt the pain of letting go a trusted employee, or the sheer joy in the moment you realize this is really working!

We are entrepreneurs and operators first, and have personally experienced every perspective of the M&A ecosystem. We are founders that have successfully sold our own businesses to some of the biggest names in Private Equity. We have acquired established companies and significantly scaled them to many multiples of the purchase price. We have represented owners like yourself, achieving maximum value at sale through a proven process and conscientious approach.

We can intimately appreciate and communicate the core workings of your business - the fundamentals behind the numbers that make you most attractive to a select group of discerning buyers. We have walked miles in your shoes, and we are our own testament to a process that gets results. For this most important step in your professional career, you deserve a peer and a partner. You need PennSpring.

Preparing to Sell

You deserve an actionable road map for getting your business polished for sale at maximum value, one designed by experts that have built and sold their own businesses - and have evaluated hundreds of others for acquisition. We roll up our sleeves and get under the hood of your company, providing meaningful solutions across areas like succession planning, financial controls, tax and legal considerations, revenue composition, market penetration, valuation modeling and much more. It can take years to sufficiently prepare to succeed at sale, and even the most intrepid operators can make critical (and costly) mistakes along the way. An investment in expert guidance now can mean a sizable swing in your favor at the closing table.

Though the earlier the better, PennSpring can enter at any step of your process to guide you around the pitfalls, institute industry best practices and begin the gradual adherence to key performance indicators most vital to your buying audience. We are flexible in our engagement – we can give you one-time or periodic business audits, on up to working as your daily embedded resource in the months leading to sale. Greatness awaits those few who prepare...PennSpring is your bridge from private dream to dream realized.