Sell-Side Advisory

Helping Business Owners Maximize the Value of their Business through an Efficient Ownership Transition Process

Sugar Tree Capital is primarily a Sell-Side Advisory firm, assisting business owners and management teams with selling a significant ownership stake in their business, typically a majority interest.

Sugar Tree Capital assists clients through the entire transaction process, including:

• Transaction Readiness Assessment
• Preparing Valuation Guidance
• Creating Transaction Structuring Alternatives
• Pre-Marketing Strategic Advisory
• Preparation of Marketing Materials
• Contacting and leading Investor Calls
• Initial Buyer/Investor Due Diligence
• Soliciting Indications of Interests
• Investor/Buyer Management Meeting Preparation & Hosting
• Soliciting and Negotiating Letters of Intent
• Supporting Buyer/Investor due diligence efforts
• Assisting with review and negotiation of Purchase Agreements
• Assisting with Closing the Transaction