M&A And Ownership Advisory
Prepare the business and find the right partner
An owner may not know whether to sell now, improve the business first, bring in capital or keep building. HartField helps clarify the owner's goals, evaluate the trade-offs and prepare the business. If a partner is the right answer, HartField helps identify the right type of partner and makes relevant introductions.
The process
How HartField helps
We review the full business, identify the largest opportunities and help the team turn them into measurable financial results.
01
Improve the business
Increase EBITDA, improve cash flow and address operating weaknesses before approaching investors or buyers.
02
Professionalize the company
Improve financial reporting, KPIs, systems, processes, leadership and the information required for diligence.
03
Clarify the objective
Determine whether the owner wants growth capital, partial liquidity, succession support, a majority investment or a full sale.
04
Position the opportunity
Present the company's performance, market position, growth opportunities and operating story clearly.
05
Find the right partners
Use HartField's relationships across private equity, family offices and strategic buyers to identify suitable partners.
06
Assess fit, not just price
The right partner should fit the owner's goals, culture, desired role, time horizon and approach to control. HartField helps the owner compare those factors, not just the headline valuation.
07
Support the process
HartField helps the owner prepare for discussions, evaluate alternatives and remain focused on the business. Legal, tax, accounting and investment-banking advisers are brought in where required.
Timing
Start now or build value first
Some owners are ready to consider a transaction now. Others should spend time improving profitability and professionalizing the company first. HartField can support either path and help the owner decide when the business is ready.
Our role
An experienced advisor and connector
HartField is an experienced advisor and connector, not a broker, investment bank or buyer. We help the owner think through the options, prepare the business and connect with the right parties. Continued ownership and growth are valid outcomes. A transaction is never assumed.
Confidential
Considering a capital partner or sale
A confidential conversation can help clarify the available options and the work required before beginning a process.
