How will SMP Capital Partners Protect My Confidential Information?

Formalized process

Confidentiality is the most critical component of a business sale, and we treat it that way at SMP Capital Partners. Over 50 years of combined deal experience led us to develop a structured, formalized process designed to manage your business sale efficiently with minimal stress and worry while maximizing the value owed to you and your shareholders.

Our confidential marketing, along with our thorough buyer qualification process, makes sure that you only meet qualified prospective buyers. Similar to sellers, nearly 75% of buyers across all groups and types have never bought a business before. They may have participated in M&A transactions in some capacity, but they have never signed documents at closing.

Besides receiving an education in business acquisition, they will always sign our standardized and detailed Non-Disclosure Agreement, provide proof of financial qualification, meet with us to introduce their investment criteria, and agree to follow our process to close. Rest assured that when we are prepared to make a buyer introduction, we have done our homework.

Follow the process. Do not cut corners.

We manage all transactions in secure data rooms and regularly monitor access authority and document review. In addition, we redact sensitive information and market your business in a manner that protects your proprietary processes and information, tells your story, and protects your identity from strategics and competitors alike so you stay in control of the process.

We diligently follow our carefully crafted processes, and we do not cut corners. We develop customized marketing materials specifically designed to highlight your strengths, growth opportunities, and place in the industry. Furthermore, we spend significant time dedicated to deep learning about your industry and how your business fits into the ecosystem. We will be the resident industry experts before we go to market.

In addition, many times buyers use our marketing material, which includes industry data, geographical information, and local demographics, as a baseline document as they build out their business plans for their limited partners and senior debt lenders. Our confidential marketing is built to generate motivated and serious buyer activity, and it works.

Professional Buyers

We make introductions with real buyers. We have found that professional buyers respect and are courteous and respond to a professional process accordingly. You will only meet buyer candidates that have completed several steps prior to an introduction with you. We interview potential buyer candidates, get them under NDA, review their investment and funding criteria, and learn about their current and past platform and add-on acquisitions.

You will only meet potential buyers who are vetted, a good cultural match for the business, and agree to follow a focused and collaborative transactional process.

SMP Capital Partners

SMP Capital Partners offers investment banking services to privately held businesses and business owners. We successfully bridge the gap between main street SBA business brokerage companies with limited access to M&A and non-government underwritten capital markets and the institutional investment banking firms that acquire businesses in the middle market. With over 50 years of deep learned, real world deal experience, we have developed very specific and customized deal processes in every industry we have completed transactions. We do not offer a cookie-cutter assembly line process. Our team creates bespoke processes from valuation, to marketing, to targeted buyer identification, to transaction, to close, and beyond. We do not take shortcuts; we are diligent and persistent, and our process is transparent from the very start.

Interested in speaking with us? Give us a call at (704) 269-8100 or fill out our contact form, and we will be in touch shortly.