Buy An Agency
At Palmer, we understand the intricate dynamics and complexities of strategic acquisitions. Our dedicated team specializes in providing comprehensive buy-side advisory services tailored to your unique goals and objectives. With a deep understanding of market trends, industry landscapes, and valuation methodologies, we leverage our expertise to identify strategic acquisition opportunities that align with your growth strategies and enhance your competitive positioning in the marketplace.
- Custom Search Solutions: The Palmer team treats every buys-side search process with a personalized approach. We develop deeply understanding of client objectives to deliver tailored acquisition strategies that align with long-term goals and industry dynamics.
- Speed to Market: No Red Tape! Leveraging streamlined processes and efficient decision-making frameworks, Palmer accelerates time to market for clients, enabling them to capitalize on opportunities swiftly and stay ahead of competitors in rapidly evolving market landscapes. You will work hand in hand with decision makers every day to ensure things are done fast, and done right.
- Creative Deal Structuring: Recognizing that every deal is unique, Palmer offers innovative deal structuring solutions to overcome challenges and capitalize on opportunities, ensuring transactions are optimized for maximum value creation and flexibility.
- Transparency: We believe in transparent communication and strive to keep our clients informed and engaged throughout the search process. You can trust us to provide clear explanations and guidance every step of the way.
- Extensive Network: With an extensive network of industry contacts and strategic partnerships, Palmer accesses exclusive off-market opportunities, providing clients with unique acquisition targets and competitive advantages in deal sourcing.
The Buyer Experience
At Palmer M&A Advisor, we prioritize delivering an exceptional buyer experience, guiding clients through every stage of the acquisition process with precision, transparency, and expertise. Here’s what you can expect when partnering with us:
- Personalized Consultation: Our journey begins with an in-depth consultation to understand your unique goals, objectives, and acquisition criteria. We work closely with you to develop a tailored acquisition strategy that aligns with your vision and maximizes value.
- Target Identification: Leveraging our extensive network and industry expertise, we identify potential acquisition targets that meet your specific criteria. Whether it’s accessing exclusive off-market opportunities or evaluating existing prospects, we help you find the right fit for your strategic objectives.
- Negotiation Mastery: Palmer M&A Advisor brings extensive negotiation experience to the table, ensuring favorable deal terms and optimal outcomes for our clients. We advocate on your behalf, leveraging our expertise to navigate complex negotiations and achieve your desired results.
- Seamless Transaction Execution: From letter of intent to closing, we facilitate a seamless transaction process, guiding you through legal documentation, regulatory compliance, and closing procedures with precision and efficiency. Our goal is to ensure a smooth transition and minimize disruptions to your business operations.
Partnering with Palmer M&A Advisor means gaining a trusted ally dedicated to your success. Experience a buyer journey characterized by expertise, collaboration, and results-driven excellence.
The Buyer Process
Schedule a Call and Meet the Team!
Meet with the Palmer team via Zoom to learn more about your goals, search criteria, explore acquisition process & timeline, and gain a deeper understanding of our services & expertise.
Sign An Advisory Agreement
Once you're ready to get started with the Palmer Buy-Side team, we'll send over an agreement for you to sign. We get right to work!
Schedule a Kickoff Call
We'll find time to connect with you to discuss the target composition and introduction process. This is an opportunity for the Palmer team to learn all the ins and outs about your needs - especially the details beyond your digital presence.
Target Acquisition
Once the Qualitative Analysis is complete, we'll begin the Quantitative Analysis. The Palmer team will uncover financial details and utilize market comparables to determine the true value of your agency. The Financial Summary & Valuation is the same document we complete if you choose to go to Market.
Target Introduction
Now we get into the fun part! Once we have a better understanding of the financials of your agency, we want to determine the true profitability of your business from a Buyer's prospective. This means we need to determine which expenses are discretionary in nature, non-recurring on a pro-forma basis and salary adjustments. We can add these expenses to your Net Profit to create your agency's Adjusted EBITDA.
Draft & Submit LOI
The Palmer team will find a time to connect and review your agency's valuation - inclusive of our Qualitative & Quantitative Analysis.
Final Deliverables
Once the Review Call is complete, we'll send your over Palmer's Final Deliverables. You'll receive the Qualitative Analysis and the Full Financial Summary & Valuation.
Palmer IS
Ready for your success
FAQs
The process to find a target and close an acquisition typically takes 4-7 months from engagement to the closing of the transaction. We’re there every step of the way to ensure we’re on track and can close on a quick timeline.
Preparing for a successful acquisition as a Buyer requires a clear understanding of your criteria.
- Identify criteria & target industries
- Establish financing options & parameters
- Adaptibility of the agency in your ecosystem
Deal structures may differ depending on the type of buyer you are and the potential the business has to grow post-acquisition. We typically see a blend of cash, earn outs, equity and seller’s financing.
Palmer utilizes the quantitative and qualitative metrics of the agency to determine the list price of the agency. A few considerations are financial health, revenue structure, team, client breakdown & more.
Buying an agency is an efficient way to add resources, services, industry expertise, while quickly growing your revenue that is cost effective. Agencies are constantly feeling pressure from their clients to add resources and services to offer, and believe it or not, it is actually less expensive to buy an agency and integrate it into your ecosystem than to build out a team from scratch.