Client

Precision manufacturer, $35M revenue

Problem

Unsolicited PE approach with no representation, no transaction-ready financials, no defensible equity narrative, and no clarity on the after-tax outcome before negotiations began

Services

Wefinx led the sell-side engagement as the financial lead across the transaction. The work covered normalizing earnings, building a defensible equity narrative, structuring the transaction and optimizing the after-tax outcome, and coordinating legal counsel, M&A advisors, and a personal financial planner into a single competitive process with multiple buyers at the table simultaneously.

Results

  • Closed $8.1M above the initial PE offer; EBITDA normalization, strategic positioning, and a competitive process each contributed to the increase
  • Established $780K in normalized EBITDA before any negotiation began, forming the basis for every subsequent bid
  • QSBC eligibility validated and protected, with the LCGE applied in full, without impacting buyer economics
  • Diligence completed with no price adjustments or re-trades; preparation confirmed the story rather than creating issues
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