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Not Your Typical M&A Firm
Not Your Typical M&A Firm
Our deal makers are all experienced, successful professionals with proven track records. We follow industry best practices to achieve outstanding results
To be successful in this industry, it is imperative that you treat all parties with honesty, transparency, and integrity. If buyers doubt what is being presented is accurate, they’ll look elsewhere.
We believe in giving back. Sometimes that’s a no-strings-attached presentation to a group of business owners to help them understand the selling process, sometimes it’s volunteering for charitable organizations. Regardless of the method, everyone is encouraged to find a way.
Our deal makers are all experienced, successful professionals with proven track records. We follow industry best practices to achieve outstanding results
To be successful in this industry, it is imperative that you treat all parties with honesty, transparency, and integrity. If buyers doubt what is being presented is accurate, they’ll look elsewhere.
We believe in giving back. Sometimes that’s a no strings attached presentation to a group of business owners to help them understand the selling process, sometimes it’s volunteering for charitable organizations. Regardless of the method, everyone is encouraged to find a way.
Here is a sample of what some clients are saying about our founder and President:
This code of Ethics was enacted by the International Business Brokers Association (IBBA) and is a part of the bylaws of the association. This code is for use by all members of the association as a means of establishing a uniform standard of conduct for business brokers.
We know you have choices. Here are just a few reasons why we think you should choose us.
We will always treat all parties to a transaction with honesty, transparency and confidentiality. There are enough challenges to this process as it is, there is nothing to be gained in the long run by not being forthright with all involved.
By following proven processes, we ensure maximum exposure to targeted buyers, and make sure the marketplace has every opportunity to express interest in purchasing your business. Our techniques reveal the maximum value of your business.
By design, we are, and will remain, a boutique firm. We don’t want to become like one of the franchise brokerages with dozens of brokers playing a numbers game with your most important asset. Our structure and systems are setup to allow you to get to know and work closely with the director you choose, and enable them to spend their time in most productive way to get your business sold.
This aspect of selling a business cannot be overstressed. We go to great lengths to ensure the confidentiality of your business and its information. Customers, vendors, employees – none need to know your company is on the market.
We know you have choices. Here are just a few reasons why we think you should choose us.
We will always treat all parties to a transaction with honesty, transparency and confidentiality. There are enough challenges to this process as it is, there is nothing to be gained in the long run by not being forthright with all involved.
This aspect of selling a business cannot be overstressed. We go to great lengths to ensure the confidentiality of your business and its information. Customers, vendors, employees – none need to know your company is on the market.
By design, we are, and will remain, a boutique firm. We don’t want to become like one of the franchise brokerages with dozens of brokers playing a numbers game with your most important asset. Our structure and systems are setup to allow you to get to know and work closely with the director you choose, and enable them to spend their time in most productive way to get your business sold.
By following proven processes, we ensure maximum exposure to targeted buyers, and make sure the marketplace has every opportunity to express interest in purchasing your business. Our techniques reveal the maximum value of your business.
In the initial discovery meeting, we hear your story and your value proposition. Through a series of questions, we will listen carefully to your individual goals and objectives. From this meeting, we will prepare a proposal outlining our marketing approach, determine a range for the most probable selling price, and our standard agreement terms.
A Marketing Services Agreement (MSA) is reviewed and signed giving us the right to exclusively market your business for a defined period, typically one year. Our fees and any deposit are clearly stated in this agreement.
With the data provided, we generate an Executive Summary, or "Teaser" and a more detailed confidential information memorandum (CIM) that includes a comprehensive business profile and financial history for prospective buyers. We also begin the pre-due diligence process, gathering all of the relevant data we anticipate buyers will want to review during due diligence.
After a screening phone call, buyers of interest will sign a non-disclosure agreement (NDA) and complete a buyer profile.
Interested buyers will want to have detailed discussions with you and when appropriate, key managers to full understand your business and its value to them.
We then review and evaluate any and all offers and help you decide which best achieves your goals.
We have a fiduciary responsibility to present all offers in person and we are proactive in negotiating every aspect of the buyer’s offer.
After an offer has been accepted, we manage the due diligence process. This is a critical phase of the process and where we believe we add the most value.
Working with the respective attorneys we negotiate on your behalf to prepare the final closing documents, and make sure all issues that arise during this final phase are successfully resolved.
Founder, President
Robert Latham is the founder and President of Altapraem M&A Advisors. Prior to forming Altapraem, he was the Vice President and a top producing broker of the Houston office of Transworld Business Advisors, closing more deals than any other agent. Joining them in the first year of operations, he was a key contributor to their rapid growth over the next 8 years. With over 30 years of hands-on managerial experience and a uniquely broad range of skills, experiences and abilities, Bob has a rare perspective when working with clients to achieve their business objectives. His key attributes in deal-making are creative problem solving, attention to detail and follow-through.
Bob has worked in a wide spectrum of industries including heavy manufacturing, petrochemical equipment, aerospace and defense, construction, gas transmission, plastics and commercial real estate brokerage and investment. Positions held include Owner/Founder of a light construction company, President and COO of ATG Group, a plastics manufacturer, and VP of Business Development and Director of Operations for a petrochemical equipment manufacturer (ultimately acquired by Oceaneering). Bob has a BS in Civil Engineering from Texas A&M University and an MBA from Columbia University Business School in New York City. Demonstrating his commitment to excellence in his chosen profession, he is an active member of the International Business Brokers Association and The M&A Source and has also achieved the industry designations of Certified Business Intermediary and the more demanding M&A Master Intermediary. His interests include automobile restoration, cooking, and flying, including being a volunteer pilot for Angel Flight and he once sailed across the Atlantic.
Analyst
Sonja recently joined our team and works with clients throughout the process, gathering needed information and preparing marketing materials. She has a BS in finance, been in the business brokerage and M&A industry for over 10 years, achieved the Certified Business Intermediary designation from the IBBA and is a licensed real estate agent in Colorado. Sonja is a volunteer board member of a local assisted living association.
We often post informative articles regarding the business transition process. Scroll through and click on any that look interesting. Then call us to see how we can help you with your business.
