Roman Consulting Group: The M&A Champion

Selling a company is a major decision that demands thoughtful consideration and trust-building among all involved parties, including shareholders and management teams. Establishing trust and confidence over time is essential to make all stakeholders feel secure and comfortable with this substantial transaction.

At Roman Consulting Group, these values form the base of its approach.

“We believe in developing the trust and confidence of shareholders and management teams over time,” says John Roman, CEO of Roman Consulting Group. “In most cases, we have known a company for years prior to them starting the journey of a transaction.”

Establishing familiarity and trust, Roman Consulting Group delves deep into the essence of each company it works with. Armed with an understanding of the business and its stakeholders, it can discern which potential buyers align best with its culture and values. This insight spares clients the task of sifting through countless suitors, streamlining the process and minimizing disruption.

Roman Consulting Group's vast network of buyers, developed through years of collaboration, guarantees that any recommendation made is supported by a strong understanding of both the financial offering and cultural compatibility.

For Roman Consulting Group, the essence of a successful transaction lies not just in securing an attractive purchase price but in finding the right stalwart for the company's future. To achieve this dual objective, it advocates for a thorough exploration of potential partnerships, urging buyers and sellers to invest meaningful time in getting to know each other.

Recognizing that each company is unique, Roman Consulting Group never follows a one-size-fits-all approach. Whether working with companies seeking various combinations of transaction benefits or navigating the complexities of multiple owners with different objectives, Roman Consulting Group provides custom solutions that address individual goals while also supporting a company's mission and long-term vision. Central to its methodology is the preservation of confidentiality and the minimization of disruption to daily operations. By orchestrating a process that is efficient, discreet and meticulously curated, Roman Consulting Group empowers businesses to navigate the transition with confidence and peace of mind.

A recent transaction facilitated by Roman Consulting Group involved a rapidly expanding packaging company with an annual revenue of approximately $150 million. The company was owned by two families; the CEO, who managed daily operations, was a member of one of the owning families, while the other primary owner was semi-active. Both sought to diversify their net worth and find a partner to aid in the business's growth.

Crucially, the owners did not want to assume significant additional debt in the transaction, as it could have hampered their growth and strategic objectives. Roman Consulting Group helped structure a deal that delivered substantial liquidity at an attractive valuation and allowed the CEO to retain a significant minority interest. The management team also gained ownership of the company, and the transaction was structured without incurring any debt. Additionally, Roman Consulting Group made a co-investment in the company and intends to continue supporting the long-term plan for its growth.

Roman Consulting Group understands that higher interest rates impact purchase prices, and lenders are more cautious as uncertainty continues around inflation and a possible recession. To address this, it is working with buyers who are less reliant on debt to fund transactions or who prefer stronger balance sheets with less debt regardless of the economic cycle and have a long-term outlook. In some cases, the company is exploring seller financing, which has become attractive for owners as it creates more passive income now.