Wellworth Capital
M&A Advisory

Guiding founders to their next chapter

Sell-side advisory for owners of businesses generating $10 million to $100 million in revenue.

When you're considering selling your business, you're not just selling assets. You're selling years of hard work, relationships and strategic investment.

A well-designed and executed process maximizes risk-adjusted value to equity holders. We start by defining what a successful outcome means for you, then run a process designed to deliver it, carrying the workload on materials, diligence and buyer outreach so you can keep running the business.

Maximize your objectives

Define goals upfront and drive the process to an outcome that meets them.

Maximize valuation

Include the most likely strategic and financial partners and create competitive tension.

Increase likelihood of closing

Seek only qualified partners with a record of completion.

Run a timely process

Upfront preparation avoids diligence delays and protects confidentiality.

Minimize distraction

Wellworth is the workhorse on materials, diligence and buyer outreach.

Limit contingent liabilities

Reduce escrows, minimize indemnities and optimize tax structure.

Process options

Choosing the right approach to market

Each approach trades off value, speed and confidentiality differently. We help you choose the one that fits your goals.

Broad auction20+ buyersTargeted process10–20 buyersNegotiated process5–10 buyers
Advantages
  • Broad, competitive environment increases likelihood that maximum value is realized
  • Seller retains more control over form of consideration
  • Robust competition among buyers
  • Greater control over information
  • Flexibility to pause without contaminating the market
  • Highest degree of confidentiality
  • Easiest process to terminate
  • Minimizes leaks and business disruption
Considerations
  • Information broadly distributed
  • Heavier interaction between buyers and management
  • Typically the longest process
  • May not achieve the absolute maximum price
  • Greater confidentiality risk than a negotiated process
  • May not achieve maximum selling price
  • No assurance of a broad market check
Transaction process

One coordinated process, start to close

We run the stages as one continuous effort rather than a series of separate steps.

  1. Phase 1

    Preparation

    • Establish shared goals
    • Identify ideal buyers
    • Draft teaser, CIM and financial model
    • Set up the data room
  2. Phase 2

    Initial discussions

    • Distribute teaser and negotiate NDAs
    • Share CIM and process letter
    • Hold preliminary diligence calls
    • Indications of interest due
  3. Phase 3

    Advanced discussions

    • Management presentations
    • Open the data room
    • Respond to diligence requests
    • Final bids due
  4. Phase 4

    Finalization

    • Select a partner
    • Negotiate the final agreement
    • Confirmatory diligence
    • Sign and close

Thinking about a sale or a raise? Start with a conversation.

Contact Wellworth