• Personal Timing
  • Business Timing
  • ​Market Timing

Execute Engagement

Agreemnet

9


Close Transaction

Identify & Contact

Qualified Buyers

  Industrials

Neri Capital Partners

10


Introduce Sellers

​to Client

Other Key Advisors

1.  Sell Side Representations (Fiduciary responsibility to Seller)_

Insurance Coverage

​Assessment

5

3

Major Buy-side Representation Tasks:

  • Client Develops Seller’s Specifications
  • Using data bases, select companies who meet Clients’ company characteristics;
  • Develop Buyer’s collateral material;
  • Market Client company as to qualified Buyer to selected Seller'sTypical Transaction Process   


Typical Tasks for Buyers' Representation:

Neri Capital has long-term relationships with high net worth individuals and commercial lenders to accommodate almost any financial requirements.  Neri Capital has the experience in the below types of financial transactions:


  • Term-loans – working capital 
  • Expansion equity
  • Refinancing or acquisitions
  • Raising Equity Short-term Loans – i.e.,Seasonal inventory buildups;
  • Equipment financing;
  • Line of Credit;
  • Hard money loans;
  • Factoring – receivables financing.

   Work Product Content

  • Priorities
  • Strategic Plan
  • Benchmarks
  • ​Operating Metric
  • Operating Plan
  • Dashboard

Neri Capital Partners' Services

Negotiate Definitive

Agreement

An Investment Bank and Advisory Firm

Neri Capital Partners Value Enhancement Exit Planning Process

Typical Tasks for Sellers' Representation

4

Coordinate Due

Diligence Request

Close Transaction

Follow up w / Buyers

​Answer Questions

10

Industrials

PROVIDING TRANSACTIONAL EXPERTISE FOR

​MICRO-CAP AND LOWER MID-MARKET BUSINESSES


8

7

Customized Strategic 

Marketing Plan

1

1

Office:  (800) 216-4819

Wealth Manager

Buy-Side

​Retain, Neri Capital

3.  Exit Planning

Execute Engagement

Agreemnet

Atlanta, Georgia

Contact Potential

​Sellers

Work Product

State of  Bussinesss

Report

 Consumer & Retail

  • Neri Capital will provide an exclusive search for targeted companies base on search criteria provided by our Client.
  • The Companies identified by Neri Capital will not be on the public market;
  • After Client approves the target acquisition list, Client will recognize Neri Capital's proprietary interest;
  • Client will permit Neri Capital to identify to potential Seller the Company's name as well as background information;
  • A one-time nominal retainer will be charged Client, however the retainer will be debited from the success fee when the transaction closes;
  • Success Fee is based on the Lehman Scale.

 Healthcare

Clients Develops Co.

​Specifications

Neri Capital Partners assist Micro-cap and lower Mid-market business owners prepare for the exit from their business in a way to maximize the enterprise value through a mergers and acquisitions transaction, and thus enhance their shareholder value. Although, there are other non-financial objectives that are often pursued including the transition of the company to the next generation, sale to employees or management, or other altruistic, non-financial objectives..

Coordinate DD Request

w  / Seller / Buyer

2


Negotiate Definitive

Agr. w/ Client/ Seller

3


Owner

Decisions

 Transportation & Services

Determine Owners

​Objectives & Time

Product, Hold

​and grow

Note:  A complete detailed tasks and timeline available upon request.

Tax and Legal

Assessment

Perform Assessment

and Valuation 

Since 2006

Below is a flow-chart of the tasks involved in Neri Capital Partners' Exit Planning Service:

​​Targeted Business searches saves a Buyer significant amount of time / money in pre-selecting and vetting Sellers for exclusive negotiating rights for our Client.


  ​Energy

Industrials

5.  Targeted Business Searches

Develop Collateral

Material

9

Estate Planning

Attorney

Sell Side

​Retain Neri Capital

"We Deliver...Transparency, Independence, & Accountability... to our Clients

5


Conference Calls & Site

Visit with Buyers

8


Negotiate LOI w/

​Client / Seller

Note:  A complete detailed tasks and timeline available upon request.

6

4.  Equity and Debt Placement

Conf. Calls & Site

Visits w/ Client/Sellers

Develop Buyers

​Collateral Material

7


4


Neri Capital Partners, an independent boutique investment bank and advisory firm, is focused on providing privately held micro-cap and lower mid-market business owners with experience and professional advisory services.  The firm's services include:  seller representations, buyer representation, equity raises, business valuations, exit planning, equity raises and targeted businesses searches.

Major Sell-side representation tasks:

  • Maintain confidentiality
  • Listen to Seller's objectives
  • Develop collateral material – Information Memorandum, Teaser Sheet, and Seller’s Presentation to Buyers;
  • Develop customized strategic marketing strategy 
  • Identify and Qualify Buyers

2.  Buy-Side Representations

Negotiate LOI  w/

​Seller / Buyer

Industrials

2

Collect Quantitative & Qualitative Data

6