Acquisition process
Acquisition Criteria
We look for businesses with great people, innovative and differentiated products or services, a history of stable financial success, and, most importantly, ownership who deeply care what happens to the business and employees after selling.
We strive to grow companies, partnerships and people for long term success.
We are a private investment company managed by experienced operators and finance professionals who have scaled businesses in various industries.
We believe sustainable business growth requires sound strategy, strong partners, and great relationships.
We have committed capital, a strong balance sheet, and the ability to support companies throughout their lifecycle.
We invest with a long-term perspective and with the goal of growing earnings while making regular distributions to all stakeholders.
We focus on companies in the lower middle-market, where our experience, networks, and our resources create tremendous value.
Process Stage
Preliminary Assessment
1 – 2 weeks
- Introductory meeting to understand business position to sell (basic info questionnaire)
- Non-disclosure agreements are executed and limited confidential information is exchanged and evaluated
- MTG will visit the business, supplemented by discussions with the business owners and/or their advisors about the company and the owners’ objectives
Due Diligence
6 – 8 weeks
- MTG will submit a letter of intent to acquire the business and, once signed by all parties, MTG will continue its due diligence under a brief period of exclusivity
- MTG and our advisors will request a comprehensive set of information about the business so that we can complete our due diligence and start drafting the purchase agreement
Transaction Activity
1 – 2 weeks
- MTG will draft the purchase agreement and any required ancillary documentation (e.g., a new lease)
- Business owners and their advisors will provide wire instructions required for the closing
- The agreements are executed by all parties and the funds are transferred
Post-Closing Activities
1 – 4 weeks
- Group and individual meetings with all of the employees
- MTG will conduct calls and/or meetings with many of the customers and vendors