An Investment Bank with 20+ Years of Delivering Value for Our Clients
Let us Help You Take the Next Step to Achieve Your Financial and Personal Objectives
$20M+
Transactions from $20 million to $250+ million
20+ years
Delivering value for our clients for 20+ years
$6+ billion
Hundreds of businesses worth over $6 billion sold by our bankers
Our Services
Comprehensive Investment Banking Solutions
We’ll partner with you to:
- Help you confirm your short-term and long-term goals
- Craft a transaction strategy to achieve those goals
- Apply our disciplined process so you can continue to focus on your business
- Create a competitive environment among buyers to generate strong offers
With our broad network and deep relationships with leading institutional sources of capital, we’ll work with you to:
- Align your immediate and long-term corporate objectives with your financial strategy
- Identify high potential sources of capital whose approaches and philosophies complement your business
- Create a competitive environment among investors to minimize dilution
- Advise on the often complex structures associated with capital raise transactions
We provide retained or project-based financial advisory and business consulting services to privately-held companies seeking:
- Fairness opinions
- Valuations
- Strategic counsel, including preparation for sale
About Us
The Most Important Transaction of Your Life
Our mission is to ensure a robust sales process that rewards your hard work and places your business in capable hands as you transition to the next phase of your life.
As former business owners and sellers, we understand the path you’re on. With firsthand experience and expert knowledge, we can guide you in protecting your business’s value and ensuring a smooth transition.
We recognize that our engagements often represent one of the most significant events in our clients’ lives. Thus, we treat every engagement with attention, care and professionalism. Westbury coordinates our client’s team of financial, tax, legal, trust and estate and accounting advisors to achieve the client’s objectives.
Areas Of Expertise
Sectors We Serve
Westbury is a generalist firm, handling engagements in a variety of industries. We have particular expertise in the following sectors.
Technology/ Media/ Telecom
Westbury covers the Technology/Media/Telecom (TMT) sector, including Internet and digital media, IT services, social media, software, and telecom.
Aerospace & Defense / Government Services
Westbury covers the Aerospace & Defense / Government Services sector, including aerospace, defense, and government services.
Healthcare
Westbury covers the Healthcare sector, including healthcare services, diagnostic products, and capital equipment used for pharmaceutical manufacturing and life sciences research.
Energy / Oil & Gas, Clean Text & Renewables
Westbury covers the Energy sector, including Oil & Gas (oilfield services & technology) and also Clean Tech & Renewables (solar, wind, geothermal, energy efficiency, green transportation, natural gas and bio-fuels, water and waste, and environmental services).
Consumer, Food & Retail
Westbury has deep expertise in the Consumer, Food & Retail sectors, including transactions in e-commerce, brick and mortar retail, and the food and beverage sectors.
Advanced Manufacturing
Westbury covers the Advanced Manufacturing sector, including diversified industrials, electrical and electronic components, flow control, industrial equipment, and measurement and control.
Transportation & Logistics
Westbury focuses on all aspects of the Transportation & Logistics sector, including 3rd Party Logistics, Maritime, Rail, and Trucking.
Transactions
Current Transactions
Our Highly Disciplined Process Drives Positive Results
Westbury works to make sure that each and every engagement is successful.
Due Diligence
Business
Financials
Capital Structure
Marketing Preparation
Positioning
Teaser & Memorandum
Identify Investors
Valuation
Marketing
Information to Investors
NDA & CIM
Respond to Questions
Indications of Interest
Sales
Meet with Finalists
LOIs
Negotiation
Review & Approval
Deal Preparation
Investor Due Diligence
Negotiate Purchase Agreement
Final Approval
Closing
Transaction
Post Closing
Due Diligence
We kick off the project by learning all we can about your company. The information we collect is used throughout the process, especially in Phases II and V. In addition to reviewing financial, marketing and legal documents, we have in depth, on-site-meetings with you and the senior members of your team, and tour facilities as appropriate. We also sharpen our analysis of the value of your company.
Marketing Preparation
Using the information gathered in Due Diligence, we prepare the key documents we use to market your company. These typically include:
- An executive summary (also known as a “teaser”), which does not reveal the identity of your firm
- A selling document, known as a Confidential Information Memorandum (CIM), which is only distributed after a potential buyer signs a non-disclosure agreement (NDA)
- A management presentation, for finalists in the bidding process
During this phase, buyers will also engage an accounting firm to conduct a Quality of Earnings (Q of E) review, which validates the company’s revenue and earnings. Westbury strongly recommends undertaking this review, because in Phase V, buyers will engage their own accounting advisor to conduct their own Q of E, which they could use to argue for a lower valuation.
Marketing
We send out the teaser to potential buyers, all of which you approve in advance. If the buyer is interested, they sign the NDA, and we provide the CIM. Westbury generally handles all the interactions with buyers during this phase, which lets you focus on keeping your business running smoothly. At the end of this phase we ask buyers for an “Indication of Interest”, which is a non-binding bid which we use to identify potential finalists, typically four to eight.
Sales
During this phase, you meet the finalists for the first time, when they visit your facility for management meetings. We provide additional information on the company to the finalists so that they can prepare formal (though still non-binding) Letters of Intent (LOI). We negotiate with each bidder, encouraging them to improve both the financial consideration, structure and other terms of the deal. At the end of this phase, you select which buyer to move forward with. In addition to the above factors, your “chemistry” with the buyer should be a critical factor in your consideration. Once the framework of the deal is agreed upon, both parties sign the LOI, which your transaction attorney will help prepare and negotiate.
Deal Preparation
In this fifth phase, the control of the process passes to the buyer. They conduct very detailed due diligence, usually far more extensive than we have undertaken in Phase I, comprising hundreds of information requests on all aspects of your business. Though the information comes from you, Westbury coordinates the collection and distribution of the material. At this time, the buyer’s accountants will conduct their Q of E analysis. During this phase, your attorneys and the buyer’s attorney’s will negotiate the definitive purchase agreements, with our assistance. You of course have the final say on the deal points. This is the stage at which, if negotiated in Phase IV, the buyer will obtain “representation and warranty insurance” which allows you, the seller, to put a lower amount in escrow and keep more cash at closing.
Closing
With all the work done in advance, one might think that the last phase, the closing, would be simple. However, in the last few days of the process, the buyer and seller are almost always wrestling over several deal points, and due diligence often continues right until closing. Westbury works with you during this critical time to make sure your interests are protected, but at the same time, keep emotions to a minimum to get a good deal across the finish line.
Experience
Recently Completed Engagements
A leading SAAS platform for the Maritime transportation industry, has been acquired by
Westbury Group served as exclusive financial advisor to Q88 LLC.
A LEADING AESTHETIC SERVICES PROVIDER, HAS BEEN ACQUIRED BY BODY CONTOUR CENTERS, LLC
Westbury Group LLC acted as exclusive financial advisor to Body Sculpt Intl, LLC.
RAISED $45,000,000 IN EQUITY GROWTH CAPITAL FROM A
Westbury Group served as exclusive financial advisor to Heartland Water Technology
Interested in Selling Your Company?
We look forward to learning how we can help you.
Join our mailing list
Stay In The Know
Receive company news and other announcements
International Reach
Our Trusted Partners
In its engagements, Westbury regularly pursues global cross-border buyers, investors and sellers. To boost its global reach, Westbury is a member of the International Corporate Finance Group, a consortium of investment banking boutiques similar to Westbury operating in 20+ offices located in Europe, Asia, the Middle East and South America. Our partnership with ICFG’s affiliate firms provides local presence and knowledge around the globe.
Cactus provides construction-related services for building all types of residential homes. It operates in two states, has approximately 400 employees, and utilizes around 200 subcontractors. It has operated for more than 30 years with the same owner.
Bankers: John Jensen, Alan Carter