Large Strategic Investor Sale

Industry
NDIS
Type
Business owned by shareholders of HU Group
Objective
Achieve Maximum Sale Value in a short timeframe
Support Type
Sell-Side Advisory

Background

Due to the size of this NDIS company, only a few national strategic investors or private equity firms could afford the business. In doing so, we needed to…

  • Ensure that the business was sold at the highest possible price while securing favourable terms for the directors.
  • Comprehensive due diligence processes needed to be completed efficiently due to fast-approaching legislative changes that were expected to impact the business’ future profitability, reducing its possible sale price.

What We Did

Identifying Potential Buyers

We identified several promising strategic investors and private equity firms with the financial capacity to afford the business. Through targeted research and engagement, we shortlisted the most suitable candidates, ensuring a competitive bidding process.

Opening a Competitive Bidding Process

To ensure maximum price and favourable terms, we invited several qualified buyers to submit formal offers. We clearly communicated the business’s value proposition and potential for future growth, whilst encouraging a competitive atmosphere, which would drive up the price and create leverage for negotiations.

Streamlining Due Diligence

To expedite the due diligence process, we organised and streamlined the required documentation, ensuring all relevant information was readily available for review. By providing support to the buyer’s due diligence team, we saved over a month’s worth of time.

Results

We Attracted Several Qualified Buyers

Our engagement, screening and competitive bidding process attracted several qualified buyers.

Sale Price Exceeded Expectations

By opening the bidding process, we were able to achieve a sale price that exceeded expectations and secured maximum value for the business.

Strong Terms & Conditions

The directors were able to negotiate favourable terms, ensuring a smooth transition.

Time Was Saved

We successfully reduced the time required for due diligence by over a month, which allowed the sale process to proceed more efficiently and close faster than initially anticipated.

Key Takeaways

  • For businesses of significant size, targeting the right type of buyer (strategic investors, private equity firms) is more important than casting a wide net.
  • A structured, competitive bidding process, with multiple qualified buyers is crucial for maximising sale value.
  • A competitive process doesn't just drive price - it creates negotiating leverage that helps secure better terms across all aspects of the deal.
  • When time pressures exist, having an organised and efficient due diligence process is essential to maintain deal momentum without compromising value.

Plan Smart. Exit Stronger.

Secure your spot alongside other forward-thinking business owners planning and preparing for their exit by getting a free valuation today

Sell Smart. Exit Premium.

Join the business owners who've secured exceptional outcomes by starting with a free valuation and confidential discussion today

Acquire Confidently.

Make sure the business you acquire meets your objectives and sets you up for success. Let’s find the opportunity you’ve been searching for together