PETERS | KUSSMAUL | CROSIER

★★★★★

140+ Five-Star Reviews

35+ Years

Combined Experience

At PKC, we deliver comprehensive legal support to our business clients through personal, relationship-driven service.

Experienced Mergers and Acquisitions Attorneys in Arlington, Texas

Welcome to Peters Kussmaul Crosier PLLC, your go-to source for mergers and acquisitions (M&A) expertise in Arlington, TX. In the ever-changing business landscape, a strategic M&A can be a powerful tool for growth. With our years of experience, we guide companies through the complexities of merging with, or acquiring, other enterprises.

Why Choose PKC for M&A

Choosing an attorney for M&A transactions is a significant decision. Here's why clients in Arlington and surrounding areas trust our team at PKC:

  • Comprehensive due diligence to protect your interests;

  • Tailored advice and personalized solutions;

  • Deep understanding of regulatory compliance; and

  • Transparent pricing with no hidden fees.

Types of M&A Transactions We Handle

Our team specializes in representing buyers and sellers in “Main Street” and “lower middle market” transactions involving the sale and purchase of businesses from $1MM - $20 MM. We serve clients across a diverse range of sectors, catering to the unique needs of each. Our expertise extends to, but is not limited to, the following types of businesses:

  • SAAS;

  • E-Commerce;

  • Technology Startups;

  • Restaurants and Hospitality;

  • Brick-and-mortar Retail;

  • Marketing Agencies;

  • Medical Practices and Clinics;

  • Franchises (e.g., Insurance Agencies); and

  • Essential Services Enterprises (e.g., Laundromats, Storage Facilities, Car Washes).

If you want the best support for your Dallas-Fort Worth business sale or acquisition, trust our firm to provide informed representation and personalized attention. We've helped clients throughout Texas and across the United States acquire and sell their business ventures, earning a reputation as dedicated advocates who put our clients' interests first.

The M&A Process Explained for Main Street and Lower Middle Market Businesses

Navigating the purchase or sale of Main Street and lower middle market businesses involves a specialized M&A process tailored to meet the unique needs and characteristics of these sectors. Here’s an overview of the key steps involved:

  1. Strategy Development: This initial phase is crucial for business owners to clearly define their objectives for entering into an M&A transaction. For Main Street and lower middle market businesses, goals often revolve around finding strategic growth opportunities, exiting for retirement, or acquiring a competitor to increase market share.

  2. Target Identification: Identifying the right business to buy or the ideal buyer for a sale is pivotal. This step requires an understanding of the local market dynamics, industry trends, and the specific opportunities or challenges within the Main Street and lower middle market segments.

  3. Due Diligence: Due diligence for these businesses is about more than just the numbers; it includes evaluating the business's reputation, customer base, and operational efficiencies. This thorough investigation ensures that buyers understand exactly what they are acquiring and sellers are prepared to address any concerns.

  4. Valuation and Deal Structuring: Valuing Main Street and lower middle market businesses requires a nuanced approach, taking into account not just financial performance but also market position, asset values, and potential for growth. The deal structure might include seller financing, earn-outs, or other mechanisms to align the interests of buyers and sellers.

  5. Negotiation: Negotiations in these sectors often involve a more personal touch, as the businesses may represent the life’s work of the seller or a significant growth opportunity for the buyer. Achieving a win-win agreement that respects the legacy and future potential of the business is key.

  6. Legal Documentation and Closing: Drafting and finalizing the sale agreement requires careful attention to detail and compliance with local business laws. This step formalizes the transaction, transferring ownership and setting the stage for the next chapter of the business.

  7. Integration and Optimization: For buyers, integrating a Main Street or lower middle market business into their existing operations (or managing it as a standalone entity) requires a strategic approach to preserve the unique strengths of the business while realizing synergies and efficiencies.

Understanding the distinct steps and considerations in the M&A process for Main Street and lower middle market businesses is essential for anyone looking to navigate these transactions successfully. The process not only involves financial and legal complexities but also the nuances of handling businesses that are often closely tied to their communities and founders.