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Acquisition and Divestiture
expertise you can trust. And profit from.
Robert R. Meredith & Co., Inc. (“RRM”),
a NASD member firm affiliated with Meredith Portfolio
Management Inc., provides investment banking advice to private
and public institutions in connection with merger,
acquisition, divestiture and related strategic transactions.
Valuations are prepared in the context of internal transfers
of stock among partners, the potential sale of companies,
corporate reorganizations, and estate and other tax purposes.
We’ve acquired vast
knowledge and experience in acquisitions.
The success of an acquisition (or
divestiture out) strategy begins with the establishment and
clear articulation of objectives and criteria. At the
commencement of an engagement, RRM's professionals focus on
ensuring that a client's search criteria are aligned with its
strategic goals and existing resources, and are compatible
with market realities. RRM’s valuation models incorporate a
number of industry-specific factors, such as historical market
rates of return, productivity benchmarks, and capital
structures. Our professionals bring complementary investment
advisory and operating management experience to each
engagement. This enables us to better understand the strategic
imperatives that can motivate an acquisition, including:
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Ensuring succession
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Leveraging specialized skills
over a broader platform
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Broadening senior professional
capabilities
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Expanding marketing resources
and distribution channels
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Adding product and service
offerings
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Achieving liquidity
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Enhancing technological
resources
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Addressing increasing
globalization
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Sourcing additional capital
When the time is right,
there’s a right way to divest.
Based on the same strategy disciplines applied to
acquisitions, Robert R. Meredith & Co.,
Inc. is also experienced in assisting with the divestiture of
a particular business segment that may no longer be compatible
with a client’s strategic direction. In these situations,
clients benefit from our expertise in assessing and balancing
the sometimes conflicting interests of owners and managers. By
adhering to a disciplined and focused process, in which strict
standards of confidentiality are maintained and conflicts of
interest are absent, RRM works in partnership with the client
to ensure that each sale or divestiture is achieved at the
best possible combination of price and terms for all
involved.
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