Mergers and Acquisitions: Managing Change


Herrera Partners provides a full spectrum of merger and acquisition transaction assistance including planning the form of transaction, developing descriptive selling memoranda, identifying buyers, managing acquisition due diligence, negotiating, structuring and closing the transaction. We have access to a community of companies who are prepared to seriously consider viable, bona fide acquisition proposals and strategic offers.

If you are contemplating a transfer of ownership, asset sale, recapitalization or buyout, consider these reasons to engage Herrera Partners as your investment banker:
  • Confidentiality is an important ingredient of success and is best maintained through a trusted, third-party intermediary. Managing a change of control or recapitalization transaction off-site is crucial to preventing a breach of confidence among employees or hostile interference from outsiders and competitors
  • Transaction assistance requires a strategic discipline coupled with an understanding of important market drivers. We offer independent, market-focused valuation expertise that often results in higher valuations and improved transaction structures than initially contemplated by our clients.
  • Managing a transaction often conflicts with running the underlying business. Engaging a trusted investment banker allows ownership and management to better leverage their internal resources and remain focused on operations.
  • Sarbanes Oxley has raised the bar for management and boards of directors and increased the importance of reliance on initial valuations and fairness opinions. We provide sound, independent counsel on all SEC compliance matters, and have a proven ability to defend our valuations and fairness opinions in the event of shareholder derivative or class-action litigation.
  • Managing the sale of a privately-held company or a small-cap public company requires a specific set of skills and talents. Our history of recurring business with existing clients is evidence of our transaction capability.