Merger & Acquisition advisory services to meet your needs
Founded in 1945, Lingate Financial Group is a leading provider of lower middle market merger and acquisition advisory services, representing buyers and sellers of privately held businesses of all types. Lingate helps business owners with market-based valuations, business sales, mergers, acquisitions, recapitalizations, and internal transitions among family members, partners and management.
We provide a full range of professional advisory services tailored to meet each client's specific needs, whether the company is an emerging business or large, multi-division company. In every case, Lingate provides the highest level of confidentiality, professionalism and client service. We work with our client's management team, accountant and attorney as a complimentary member of the advisory team. Please contact us for an introductory visit to learn more about your company, your specific needs and how we might be able to help. We get deals done!
Service Focus
Selling a business
Transitioning the ownership of your business is the culmination of a great deal of hard work, endless hours, and a big financial investment. We can help you with valuation, market analysis, marketing plan development, prospect identification, negotiation, structure development and project management. Lingate has a very high closure rate!
business Valuation
Lingate uses its proven business valuation tools to provide a business owner with an estimated market value for their company as if it were broadly marketed externally, but without the disruption and potential publicity of actually going to market. Our clients have found Lingate's 5 - 7 page valuation report to be very useful for financial planning; estate planning; management incentive plans; and internal sales to family members, partners, or key managers.
Buying a Business
Lingate works with individuals and companies of all sizes, and at all stages of the acquisition process, to assist them in purchasing the right business, at the right time, and at the right price and payment terms. We provide a broad menu of specialized transaction services available on a project or hourly basis.
REcapitalization
Critical changes in a business such as a partner retirement, divorce, estate planning, change of business direction, etc., may necessitate a recapitalization of the business. No two businesses are alike so no two solutions are alike. Creativity is critical. Special skills, resources, and understanding are needed to achieve the personal and financial goals of the business owners.
INternal transitions
We work with business owners, family members, partners and key managers to facilitate an open, fair and orderly transition of a company. This requires a unique process and skill set to complete the transaction and still maintain personal and professional relationships. Lingate provides a menu of hourly services tailored to each client's specific needs.
M&A consulting services
Lingate provides a broad menu of à la carte merger and acquisition services to complement your management and advisory teams. All of Lingate's services can be provided on a project or hourly basis. Some of the services include responding to an unsolicited offer, market assessment of divisions or product lines, acquisition project planning, prospect identification, prospect contact and qualification, acquisition valuation, negotiation and project management.
“Lingate did a fantastic job! With REI as the new owner of CHI, I’m confident that the legacy and quality of service that we’ve provided all these years will continue.”