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  • Services
    • Buyside Advisory
    • Sellside Advisory
    • Capital Raising
  • Team
  • Transactions
  • Insights
    • Quarterly Updates
    • Industry Reports
    • Recent Updates
  • Podcast
  • Industries
    • Auto Dealership Services
    • Business Services
    • Financial Services
  • Contact

Mergers & Aquisitions

Mergers & Aquisitions: Sellside Advisory

Our thorough and disciplined sell-side advisory process, in combination with our deep industry expertise, has resulted in a proven track record of delivering successful outcomes for our clients.

The process of selling a company is complex, and we are disciplined in our execution. Our client’s strategic goals and the competitive marketplace determine our recommendation for a full auction, a limited auction, or a negotiated transaction. When selling a company or corporate asset, we evaluate our client's historical financials and forecasts, build financial models and create other relevant analytics, prepare an offering memorandum constructed to appeal to potential buyers and that articulates our clients' strengths, contact potential buyers, coordinate and facilitate diligence, and negotiate deal terms. Our experience and insight lead to successful outcomes.

Pathward

Colonnade Advises Pathward Financial on the Sale of its Insurance Premium Finance Business to Honor Capital

Crystal Fusion Web

Colonnade Securities advises Crystal Fusion™ Technologies, Inc. on its sale to APCO Holdings, LLC

Stone

Colonnade advises Stonemark on its sale to Imperial PFS

Agile

Colonnade advises Valley National Bank on its sale of Agile Premium Finance to First Financial Bank

Streamline Recon Web

Colonnade Advises Streamline Recon on its Sale to SolutionWorks

Security Premium Finance Web

Colonnade Advises Security Premium Finance Company on its Sale to National Partners PFco

Additional Sellside Engagements

Mergers & Aquisitions: Buyside Advisory

Our deep industry experience in the financial services and business services industries enables Colonnade to successfully advise public and private corporations and private equity firms to complete targeted acquisition processes. We originate acquisition ideas for our clients as well as respond to requests to assist with transaction execution.

In many instances, through our relationships and industry-focused expertise, we can identify and gain access to companies that are otherwise not currently for sale but can be purchased on reasonable terms through a negotiated transaction. In all cases, we assist in evaluating offering materials and structuring and negotiating proposals to successfully complete acquisitions that best meet our clients’ objectives.

Reynolds and Reynolds Xzilion Web

Colonnade advises Reynolds & Reynolds on the acquisition of Xzilon, Industry Leader of Vehicle Appearance Protection Products

Reynolds and Reynolds Midway Web

Colonnade advises The Reynolds and Reynolds Company on its acquisition of American Guardian Warranty Services

Peoples Bank Web

Colonnade advises Peoples Bank on its acquisition of North Star Leasing

Protect My Car Direct Media Web

Protect My Car, a portfolio company of Crestview Partners, acquired Direct Media Partners, a Digital Lead Gen Company

Capital Z Portfolio Web

Colonnade Advises Capital Z on its Acquisition of Portfolio Group

Town and Country Premier Bank Web

Colonnade advises Town and Country on its acquisition of Premier Bank of Jacksonville

Additional Buyside Engagements

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