- eklaich@monarchadvisorygrp.com
- 100 Pine St., Suite 1250 San Francisco, CA 94111
- 415.964.1000
Monarch Advisory Group guides founders and family‑owned enterprises through confidential sales and succession events with Wall Street precision, strategic insight, and the discretion of a private‑client firm—ensuring every transition protects what’s been built while unlocking its full value
Selling a company is a multifaceted journey that encompasses various stages, ranging from the initial assessment to the ultimate negotiations. With the Monarch Advisory Group as your ally, you’ll benefit from our extensive network, which includes interactions with over 3,400 Strategic, Private Equity Groups and Family Offices. Our experience speaks volumes as we’ve consulted with more than 2,500 business owners, providing tailored guidance and support throughout the process.
Monarch Advisory Group does use AI in their business model, particularly as part of their deal-matching technology on an M&A marketplace platform. We employ algorithm-driven deal-matching to connect buyers and sellers based on predefined criteria, which enhances efficiency in deal discovery.
We use AI to analyze detailed buy-side criteria and sell-side company/transaction profiles to recommend highly relevant matches privately, helping sellers efficiently target the best potential buyers and buyers discover suitable deals tailored to their needs.
Sellers can tailor each message and attachment to the selected buyers, and AI helps automate routine parts of the process like delivering NDAs and confidential information memorandums (CIMs), allowing users to focus on higher-value work.
AI helps identify less-known potential buyers such as family offices, strategic acquirers, and new financial sponsors to complement existing buy-side targets, broadening deal sourcing opportunities.
AI-driven buyer screening, confidential deal marketing automation, and data-driven reputation building as part of its package to enhance deal sourcing and execution efficiency. Competitors without this combined focus may lack similar automation and confidentiality features, which can be crucial in sensitive dealmaking scenarios.
Lower middle-market exits delivering optimal valuations and seamless closings for business owners.
We created a market for the preferred supplier for NHL and AHL rinks, focusing on player safety systems. It was acquired by a Toronto-based private equity firm. The deal involved partnering with the existing management team to support growth in dasher board manufacturing and sports infrastructure. Planned investments include new product development, enhanced player safety systems, and geographic and market expansion to further strengthen its market position.
A leading Canadian distributor of video surveillance equipment based in Mississauga, Ontario, was sold in a notable mergers and acquisitions transaction. We facilitated the sale to a Toronto-based private equity firm. The private equity firm acquired majority ownership to support owner succession and drive growth in the security industry.
Shortly after finding a buyer for a Woman-Owned, Engineering and Manufacturing company, Massachusetts decided to pass an additional tax on Millionaires which would have adversely affected our client on the sale. We managed the due diligence process to maintain momentum with bi-weekly meetings and worked with the buyer to close in sixty days, prior to the passage of the law, saving our client millions.
We worked with a cutting edge Sales-Outsourcing company that was extremely profitable due to a lack of occupancy (completely virtual) and a stellar growth rate, The challenge was to help convey the cohesiveness of the concept and the vision for this company to the market. We worked diligently on the prospectus and the profile and had a record number of IOS and LOIs. The company was sold to a Private Equity firm specializing in B2B services.
We are working with a food manufacturer that recently lost 25% of their revenue due to a customer product that was discontinued. We took the company off the market and worked with them for over a year to rebuild sales momentum and make some strategic changes. The company now has a more diverse customer base and we have successfully brought them to market and have an IOI in hand after two weeks.
We facilitated the sale of a company which specializes in vertically integrated extrusion, fabrication, and assembly of plastic lumber furniture for the mass market casual outdoor furniture industry. The buyer, based in Aurora, Illinois and backed by The Sterling Group private equity firm, acquired the company to enhance its capabilities in sheet manufacturing, fabrication, assembly, and distribution.
Our client was a franchise and subject to a draconian franchise agreement that gave the Franchisor the ability to approve or disapprove of potential buyers. Upon presenting a signed LOI to the Franchisor, they rejected it and precluded the seller from selling to any private equity firm. As the LOI was over $30 Million, the franchisor effectively prevented the sale of the franchise as the probability of finding a wealthy individual that was interested in a healthcare franchise was extremely low. The franchisor then proposed a buyout to the Franchisee. Using competitive LOIs and the political sensitivity of potentially having all franchisees learn that the Franchisor made an unfair offer, we were able to get our client a market-rate. After the deal closed, we were approached by another franchisee to help them secure a “fair” deal as well.
Our client had specific expertise in repair of medical lasers. The company was less expensive than OEM players and retained a large amount of technical expertise but was lacking process. We worked with them to build a central repository for their collective knowledge, helped them create and build processes that were replica table and scalable. Despite a covid-induced delay, the company leveraged their processes and price point to continue profitable operations through the pandemic. We found a family office that recognized their potential and helped them expand to a national presence. The sellers are still engaged with the company and enjoying the leadership the family office provides.
Ready to take the next step toward selling your company? Please fill out the form below to schedule a consultation with one of our experienced advisors. Let Monarch Advisory Group help you unlock the full potential of your business and achieve your selling objectives.
