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Sell-side M&A Advisor

What Do We Do?

  • Rigorous due diligence
  • Valuation
  • Deal structure and negotiations
  • Strategic Plan to find the right buyer
  • Help integrate into new company

M&A Deal Process

Step 1
Valuation

At the start of our engagement, we gather financial information from you to prepare an up to date value of your business in the current market.

Step 2
Market Preparation

After we gather operational, financial, and marketing materials from you, we will have a call with you to learn as much as we can about your specific business and its nuances. We then prepare marketing materials to education buyers about your business to get them to the next step of the process.

Step 3
Finding Buyers

We utilize our knowledge and industry experience of the marketplace through proprietary and confidential marketing strategies when selling your business. From our wide network of strategic and financial contacts, and other sources, we are ablet to target the most synergistic buyers for your business.

Step 4
Letter of Intent

The Letter of Intent is a non-binding document that sets the terms and aligns the parties on the deal structure. When an offer is submitted, we help you evaluate it so that you understand the key components of the LOI and how it compares to your goals. Once the LOI is signed, we move into the due diligence phase.

Step 5
Due Diligence

The buyer will submit detailed lists of items that they would like to review in every facet of your business to assess risk and understand your business. We guide you through this process and meticulously track the data sharing process.

Step 6
Integration Planning

We will help you prepare for integration so that you can understand what post-close life will look like. This step is key to ensuring success between buyer and seller after the deal closes.

Step 7
Employees
Relaying the message of an acquisition is a critical part of any deal. We will work with you through this important step and coordinate with the buyer on a plan of action to announce the transaction to employees soon after the deal has closed to ensure a successful transition.
 
Step 7
Closing Documents
All of the closing documents will to be prepared by the buyer’s attorney. Once you receive the documents, we work with you and your legal, financial, and tax team to negotiate and finalize the documents successfully.
Step 8
Closing
On closing day, after all of the closing documents have been finalized and signed, wire transfers will be sent out, and ownership of your firm is transferred to the buyer. Congratulations!

Industries We Serve

  • Building Automation and Controls
  • HVAC
  • Mechanical Construction and Service
  • Electrical Construction and Service
  • Energy Efficiency
  • Energy Project Development
  • General Construction
  • ESCOs
  • Energy Procurement
  • Demand Response
  • Solar
  • Fire and Life Safety
  • Facility and Residential Services
  • Plumbing
  • Engineering

Industries We Serve

  • Building Automation and Controls
  • HVAC
  • Mechanical Construction and Service
  • Electrical Construction and Service
  • Energy Efficiency
  • Energy Project Development
  • General Construction
  • ESCOs
  • Energy Procurement
  • Demand Response
  • Solar
  • Fire and Life Safety
  • Facility and Residential Services
  • Plumbing
2150103555

Why we’re different

  • Former energy business owner with experience buying and selling own companies
  • Industry focused services tailored towards your specific industry and business
  • Understanding of the seller’s perspective and know how to find the right partner for a seller
  • Hands on approach to M&A advisory that goes beyond that of just a broker
  • Knowledge of your industry’s trends and landscape to help guide your company’s strategy
  • Market insight into what buyer’s look for when buying companies in your industry
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Energy Expertise

With 30+ years in the energy industry, CB Energy Business Consulting has the knowledge and expertise to provide a tailored experience for your business at each stage of the deal process.

Completely understanding your company’s value propostion to the marketplace is key to finding the right fit as you move through the acquisition process.

CB Energy Business Consulting understands that a strategic fit will not only facilitate a good merger between organizations, but will also command higher valuation premium.  Our expertise allows us to find the best strategic fit for your company depending on your goals and your company’s stage in the business life cycle.

M&A Services

Company Valuations

Finding the right partner

Deal Negotiations

Deal Structures

Maximizing Acquisition Premium

Corporate integration planning and execution

Driving perspective

Performance metrics review

Catherine Luthin, CEO Luthin Associates

“Charles was able to work with Luthin Associates effectively to steer the organization in the right strategic path for the future. He was able to do so in a manner that was respectful of employees and the owner, as a result the organization is stronger and more productive resulting in increased profitability.  He was extremely instrumental in helping me determine the best partner for my business moving forward”

Brian Hayduk, CEO 5

“Charles was the primary catalyst and lead sell-side consultant for our transaction with Luthin Associates. He was both strategic and hands-on practical in his guidance of the transaction. High emotional and business IQ. Recommend his work on multiple levels. “

Dr. Rengasamy Kasinathan, President EES

“I am writing to recommend the services of Mr.  Charles Braunstein, an Energy Business Consultant, who assisted our firm’s merger with a reputable energy service company backed by a Private Equity firm.  Charles’  knowledge and attention to the detail have aided us in marketing our firm for a fair market value.  He is not only thorough, but also easy to work with and always willing to take the time to discuss my concerns and respond to questions.  I feel confident in recommending Charles’ services to any firm that is looking for successful M&A.” 

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About Us
CB Energy Business Consulting is an industry focused business consulting and M&A firm primarily serving clients in the NYC, NJ, CT, and PA markets. We leverage decades of hands-on experience as business owners and former practitioners to drive value and produce successful exits for business owners. We focus on companies in the built environment in industries such as energy efficiency, construction, engineering, and building services.
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