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Sundial represents selling shareholders of a business, on an exclusive basis.  We provide a full range of services including: valuation, recommendations to enhance value, identification and screening of serious prospective buyers, negotiations with buyers, bid analysis, and coordinating the sales procedure.  As an integral part of the process we provide market analysis and high quality offering memorandums.  We are your conduit to the global capital markets.  Sundial has extensive national and international contacts.  Sundial is a member of the Association for Corporate growth.  

Most brokers offer just one or two ways to sell a business. We are experienced in dozens of options.  Helping owners select the highest and best choice, consistent with owner’s motives, is Sundial’s objective.  An owner has several transfer channels from which to choose including: Employees, Charitable trusts, Family, Co-owners, Outside-retire, Outside-continue. The choice is determined by the owner's goals. 

Each channel contains numerous transfer methods which are the actual techniques used to transfer a business interest. For example, grantor retained annuity trusts, private auctions, and recapitalizations are methods by which an interest is transferred.  Sundial Partners considers and delivers the entire business transfer spectrum. 


Acquisition Searches:
Sundial provides acquisition services to guide clients through every step involved in locating the right company and structuring the transaction.  We assist with feasibility planning, target research, company tours, prospect screening, bid negotiations, financing, and coordinating due diligence and closing.


Corporate Finance:
Sundial assists clients in capital planning for growth, acquisitions and recapitalization.  We help determine the appropriate mix of senior debt, mezzanine debt and equity capital. We prepare confidential offering materials for presentation to capital sources.   We maintain regular contact with hundreds of leading financial institutions including commercial banks, asset based lenders, mezzanine lenders and equity firms.  We screen the funding sources and help negotiate the final funding package so that clients obtain funding in a timely and cost-effective manner.


Management Buy Outs:
Sundial assists in situations where management wants an ownership stake in a company and current shareholders want liquidity.  We assist the parties in establishing value, obtaining financing, structuring and closing the transaction.


Financial Engineering for the Middle Market
Sundial Partners, recognizes that private companies require holistic financial solutions. To provide this level of service, our principals have the expertise to value business interests, to arrange all types of private capital, and to advise on complex business transfer issues.


Private capital markets are much less efficient than their public counterparts.  In fact, due to the lack of an organized market, private capital market solutions are created one deal at a time. Yet, there is a structure of capital alternatives in the private markets.  We consider ourselves financial engineers for middle market companies. We design and help companies implement solutions to the most difficult financial problems. Much of our thinking on private company finance is contained in Richard’s book, Middle Market Strategies: How Private Companies Use the Market to Create Value.  It explores in detail the private middle market. 
Please call for a confidential discussion regarding how we might help you or your business.


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