M&A Advice

Succession

Crosbie is very active working with families and shareholders of closely-held private companies to assess exit and liquidity alternatives. We help them pursue specific strategies and transactions, including the sale or recapitalization of the business.

We understand the important dynamics and many special considerations that relate to family businesses. In addition to advice, we can facilitate these transactions by playing a key role assisting various stakeholders to reach a common understanding of their alternatives.

Succession plans often take long periods of time to implement. We are often consulted on a confidential basis by families and their other professional advisors early in the process. We sometimes act to provide specific advice on value and strategy.

In the sale of most private family-owned businesses, confidentiality and obtaining top value are critical. We work quickly to develop and implement the best strategy for our clients to achieve these aims. Our experience has taught us to run sophisticated, competitive sale processes on a confidential basis.