New York  -   Florida 
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Our Process

We employ a team approach
to pro-actively and   aggressively  pursue a 
variety of opportunities.

Hollis Associates's
Owner-Focused Five-Step Process

saves clients precious time and
delivers superior results.

1.  PRELIMINARY ASSESSMENT OF OPERATIONS & EXIT STRATEGY 
We begin with a consultation with the owner(s) which allows Hollis Associates to review owner objectives and to provide an opinion of the overall feasibility and market attractiveness. This occurs before significant time or expense is required.

2.  BUSINESS ANALYSIS AND MARKET IDENTIFICATION
We perform an in-depth evaluation and prepare a professionally written information package presenting the business with recast financial information reflecting the unique aspects of our client. H3A uses its proprietary database of over 1,000 buyers plus targeted market research to design a large custom-tailored group of potential firms for the marketing of each client’s M&A transaction.

3.  MARKET CONTACT AND FOLLOW-UP 
Our team contacts domestic and international public companies, privately held buyers, private equity groups and other potential acquirers in person or by telephone, facsimile or e-mail. All are pre-qualified and execute a Confidentiality Agreement before the client’s name or other confidential information is disclosed. We work with key decision-makers, streamlining the process and respecting everyone’s time.

4.  STRUCTURING THE TRANSACTION
Each client is provided with options. The focus is to maximize the after-tax benefit and to minimize cost and risk to our client, given that structure can be more important than absolute price. Taxes, estate planning, risk of being paid, post-acquisition commitments and cultural fit are among the many issues considered in sales transactions. For recapitalization or other private equity related transactions additional considerations include the terms, relative risk, control issues, covenants, convertibility, dilution, reporting requirements and the resources that the fund might be able to contribute to drive additional growth.

5.  TAKING THE TRANSACTION TO CLOSING
After reaching an agreement on the price and terms, due diligence activities are staged in a way that avoids unnecessary interruption in the business and unnecessary risk to the client. H3A assists with keeping the transaction on course and collaborates with the client's legal, tax and other advisors to help resolve issues that may arise during negotiation of the purchase and sale contracts or other agreements.

We pride ourselves on client relationships and do not see our role as over once the deal is done. After the transaction is completed, Hollis Associates continues to be available to provide input with the client’s advisory team on post-transaction issues that may arise. In certain cases where clients do not retire, we may also advise them on additional transactions.