Mergers and Acquisitions
Mergers and Acquisitions
For sellers, we have broad networks and deep relationships with both strategic and financial acquirers. For buyers we have global access to acquisition targets, and sources of capital.
The firm’s senior officers have participated in numerous transactions including sales, acquisitions, divestitures, leveraged buyouts, and management buyouts.
Services
Mergers and Acquisitions
Focus On Maximizing Shareholder Value
We focus on identifying strategic value, assessing market opportunities, and positioning our clients with prospective buyers or investors to realize the highest possible value.
Industry Expertise
Our team at Westbury brings deep industry knowledge across various industries, ensuring tailored advice that aligns with specific dynamics and trends of your sector. Whether you are in technology, healthcare, manufacturing, or another industry, we have the experience to guide you through the complexities of mergers and acquisitions.
A Customized Solution for Your Business
At Westbury, we understand that no two clients are the same. We offer customized M&A solutions that are tailored to your specific needs and business objectives, providing you with the flexibility and precision required to achieve your goals and a competitive advantage.
We tailor each engagement to meet the specific personal and business goals of our clients.
Up-front Due Diligence
Conducting thorough due diligence is critical to the success of any merger or acquisition. Our team of investment bankers provides comprehensive support, including financial analysis, risk assessment, and regulatory compliance reviews, to help you make informed decisions.
Negotiation Support
Westbury’s experienced team will support you through every phase of negotiation, ensuring your interests are protected and the terms of the deal are favorable. We focus on securing the best possible outcomes for our clients, whether buying or selling. While always acting professionally, we can negotiate harder than our clients, because our post-transaction relationships with buyers are less important.
Assessing Valuation
Accurately valuing a business is a critical step in any M&A transaction. Westbury provides expert valuation services that consider both current market conditions and the unique attributes of your business to establish a fair and optimal price.
Client Success Stories
Our clients are the focus of everything we do, and their success is our ultimate goal. Here are a few examples of how we have helped clients achieve their business objectives:
“We are thankful to Patrick Huddie and Robert Croddy of Westbury Group for their exceptional guidance and expertise throughout this process. Their unwavering commitment and strategic counsel were instrumental in ensuring a successful outcome for all parties involved.”
“Working with Jon, Ron and the whole Westbury team was critical to this successful outcome. They managed the process and worked through every challenge to bring the transaction to this superb conclusion.”
“Jon, Rob and the entire Westbury team worked tirelessly to bring the transaction to a successful conclusion,” said Mike Garrison, BSI’s CEO. “I and the other shareholders are very pleased with the outcome.”
“We’d like to thank the Westbury team for their help in taking us through this transaction, especially in the midst of the upheaval of the pandemic. The outcome was just what we sought – with two great financial firms now working with us,” noted Nate. Angela added, “Jim, Jon, and the team never flagged in their support and we appreciate the professionalism they brought to the effort.”
“We appreciate the guidance that we received from Jon Rubin and Westbury, whose assistance smoothed the course of the transaction.”
“It was a great pleasure working with the Westbury team. Their expertise, attention and tireless efforts had a huge positive impact on this project. I would highly recommend them to any entrepreneur looking for guidance in an M&A project.”
“Westbury was very responsive throughout the entire process. They kept me informed and offered sound advice in this transaction.”
“We are pleased to have retained Westbury as our exclusive advisor to assist Avadim in assessing various financial options surrounding our capital structure, shareholder base and other issues...”
“We’re impressed with Westbury’s grasp of the business and pleased with the results.”
“Westbury ran a comprehensive process that culminated in our raising growth capital from HDC under attractive terms.
Regulatory Compliance
Westbury ensures that every transaction adheres to relevant regulatory frameworks. Our team stays up-to-date with the latest legal and regulatory developments, so you can be confident that your transaction will be compliant with all necessary laws.
Confidentiality and Trust
Maintaining confidentiality is critical in M&A transactions. Westbury is committed to protecting your sensitive information throughout the process, ensuring that your business interests are safeguarded at every stage.
Market Analysis and Insights
Our team provides in-depth market analysis and insights to help you make informed decisions. We assess market trends, competitive landscapes, and economic indicators to give you a comprehensive understanding of the environment in which your transaction will occur.
Strategic Counsel
Beyond just facilitating transactions, Westbury offers strategic advisory services to help you navigate the broader business and private equity landscape and accelerate growth. We assist in value assessment, synergy identification, and integration planning to ensure that each deal not only closes successfully but also delivers long-term value.
Partner and Investor Relations
Maintaining strong relationships with key stakeholders is crucial in any transaction. Westbury will help you manage and communicate with partners, investors, and other stakeholders to ensure their support and alignment throughout the process.
Risk Management and Mitigation
Every M&A transaction comes with inherent risks. Our mergers and acquisition services help identify potential risks early on and develop strategies to mitigate them, safeguarding your investment and ensuring a smoother transaction process.
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Here For You
Why Us
These are key factors that help drive Westbury’s success.
Proven Track Record
We have a proven track record of meeting clients’ goals and objectives, and closing deals expeditiously.
Focused and Dedicated Senior Resources
You will receive committed attention from senior professionals throughout the transaction process. Westbury offers large firm sophistication coupled with boutique firm attentiveness.
Broad Access to Investors and Strategic Buyers
Westbury possesses an expansive network and deep relationships with leading institutional investors and strategic buyers. We access the “right” parties for our clients.
Middle Market Focus
We pride ourselves on our deep understanding of the unique needs and objectives of middle market companies.
Financial Advisory Experience
Our professionals have extensive experience in, and knowledge of, the critical aspects of private capital markets and mergers & acquisitions.
Our bankers have:
• Expertise in both strategic and financial transactions.
• Understanding of the priorities, concerns and tactics of potential partners.
• Creative vision to build consensus between clients and investors.
Client Dedication
Westbury is dedicated to helping its clients meet their corporate finance and strategic objectives. We only accept a limited number of client engagements to ensure high quality service and satisfied clients.
Hands-On and Knowledge-Driven Execution
Westbury takes a hands-on, analytically-driven approach to leverage our clients’ management time and to improve the certainty and timing of closing. Our firm offers a highly collaborative process to address the unique aspects of clients’ industries and businesses and to develop financial, M&A and growth strategies based on rigorous quantitative analysis and modeling.
Creative and Customized Solutions
We tailor each engagement to meet the specific personal and business goals of our clients; our primary goal is to execute the best transaction possible for our client.
Focus on Maximizing Shareholder Value
We focus on identifying strategic value, assessing market opportunities, and positioning our clients with prospective buyers or investors to realize the highest possible value.
Registered FINRA Broker-Dealer
Westbury Group is a licensed broker-dealer with the Financial Industry Regulatory Authority (FINRA).