After nearly 25 years in business the company’s active owner was approaching retirement and began to consider his options for a transition. The client mentioned his desire to retire in several years to a Baker Tilly partner who then introduced him to the Baker Tilly Capital team. After meeting with Baker Tilly Capital and speaking with the active owner of the business, the company engaged Baker Tilly Capital to help sell the company to the right partner.
Recognizing the significance of selecting the right partner, Baker Tilly Capital ran a full sell side process and worked with the owner to find the right buyer to continue the company’s focus on providing high levels of customer service.
Baker Tilly Capital found a large strategic buyer to acquire the company that will allow the company’s management team and employees to continue its family-like approach to customer service.
To learn more about how Baker Tilly can help your organization with transactions, contact our M&A team.
Baker Tilly Capital professionals have completed hundreds of middle market transactions for public and private companies in various industries.
