Mergers And Acquisitions Business Advisors

Optics Capital Advisors is pleased to announce the successful sale of a leading building materials supplier in West Birmingham. The 25-year-old company, known for its expertise in custom doors, windows, and millwork for luxury home builders, was acquired by a Birmingham-based search fund focused on business continuity and digital growth. This transaction marks an exciting transition for the retiring founders and sets the stage for the company’s continued expansion under new ownership.

Despite headwinds and uncertainty, we saw the resiliency of small business on display, spearheaded by acquirers with clear vision and banks who were eager to issue debt to strong founder-led and legacy businesses.

Optics Capital Advisors is pleased to announce its participation as a minority shareholder in the acquisition of RTI Medical Systems, Inc., finalized in October 2024. RTI, a leader in the sales, service, and rental of X-ray and CT equipment across the Southeast, entered a new growth phase under the management team’s ownership transition. Optics Capital Advisors, initially engaged for advisory services, recognized a strong synergy with RTI’s vision and now provides ongoing fractional CFO and strategic consulting services.

Optics Capital Advisors is excited to announce the successful sale of a leading furniture and case goods manufacturing company based in Gadsden, AL. Finalized in July 2024, the transaction secured the continued growth of the business while preserving valuable relationships with employees, distributors, and clients.

Optics Capital Advisors is proud to announce the successful sale of a Huntsville-based independent food and beverage business to a local entrepreneur in September 2024. Known for its unique focus on both in-store dining and specialty catering, the company’s strong community presence and loyal customer base were key factors in ensuring a smooth transition. Optics Capital Advisors acted as the exclusive advisor, matching the seller with a buyer who shared a passion for the business and its future growth.

A well-established family-owned aggregates was acquired by a fitting buyer, overcoming delays to achieve a strategic match aligned with expertise and values.

A well-established sports equipment retailer was acquired in a strategic deal, achieving a 4x earnings multiple. The seller retired, and the buyer pursued a new strategic interest.

An experienced operator acquired a fast-casual restaurant franchise, aligning with his goal of establishing a family restaurant group. The deal closed in just three months with minimal issues.

An established home finishings company in Mobile, Alabama was successfully acquired, highlighting the benefits of thorough preparation and clear documentation. A perfect fit for a retiring seller and a new entrepreneur.

A long-standing fast-casual franchise in Alabama was successfully acquired in a full acquisition, achieving a seamless transition thanks to a strong culture fit between the seller and the entrepreneurial buyer.

A family-owned wood products manufacturer was successfully acquired in a strategic move, facilitated by our expert brokerage, achieving a 3.5x earnings multiple in just 12 months.

There comes a time when every entrepreneur wonders if it's the right time to sell their business. Deciding the right time for your business requires a balanced evaluation of personal, financial, and market reasons.

Explore how we guided a client through the full acquisition of a longstanding paving and sealing company, achieving a 3.1x earnings multiple. This case study delves into our strategic approach to identifying and correcting financial discrepancies, realigning deal valuations, and navigating operational due diligence to secure a deal that fulfilled our client's dream of business ownership and autonomy.

A business valuation estimates worth, but the purchase price is shaped by market demand. A competitive sale process can drive the price above valuation.

Structuring the sale of a business is as crucial as the sale itself. The deal's framework can significantly influence the financial implications, legal obligations, and future commitments for both buyer and seller. We dive deep into the different methodologies to structure business deals, highlighting key considerations that could impact the outcome. This comprehensive guide aims to equip business owners with the knowledge to forge a structure that aligns with their objectives, mitigates risks, and optimizes rewards.

This article delves into what sellers should anticipate during this journey, offering insights into preparations, valuations, buyer interactions, negotiations, and the eventual transition. By setting realistic expectations and understanding the roadmap, business owners can position themselves for a successful, profitable, and smooth sale.

Discover how we advised a local coffee shop owner through a full acquisition in just 5 months, securing a 3x earnings multiple. In this case, you'll learn about our approach to aligning buyer and seller objectives, how we navigate the financial landscape, and how we ensure a smooth, swift transition.