Services
Structured buy-side support across the deal.
We help buyers decide where to place attention, where to commit capital, and what to do next, from the first look through ownership.
Pre-LOI
Is this the right deal to pursue, and what should you offer?
Pre-LOI Support
Gets you to a decision on every deal, and an offer on the right ones.
Which deals deserve your attention, and what to offer on the ones that do.
An investment memo on every deal you send, a live view of your pipeline, and the LOI when you decide to make an offer. We stay with you through the negotiation.
Post-LOI
Where is your capital most at risk, and what impacts price or structure?
Post-LOI Support
Scopes the diligence and turns what it finds into your final terms.
What to verify before closing, and whether the findings should change what you pay.
A diligence plan sized to the deal, and a case to the seller when the findings support a lower price or better terms.
Quality of Earnings
Establishes what the business actually earns.
Whether the earnings support the price and the debt, and what to renegotiate if they do not.
A defended earnings figure, the add-backs that will not survive a lender's review, and a clear read on whether the deal still works at the agreed price.
Financing
How does the acquisition get funded, and what will a lender approve?
Loan Package
Builds the credit case the lender approves on.
How the purchase price splits across debt, seller paper, and equity, and what a lender will actually fund.
A lender-ready package, a defensible coverage calculation, and one point of contact through the credit decision.
Post-Acquisition
Where should your capital go next, and what comes first?
100-Day Plan
Sets your priorities for the first hundred days of ownership.
What to do first, what to leave alone, and where early cash and attention should go.
A written plan for your first hundred days, built from what diligence found and how you intend to run the business.
Refinancing
Replaces acquisition debt once the business has earned better terms.
Whether the business now supports better terms, and whether the savings are worth the cost of refinancing.
A refinancing package submitted to lenders, with support through the credit decision.
Add-On Acquisitions
Evaluates and finances the next business you add to the first.
Whether a second business strengthens the first, and what it is worth alongside the business you already own.
An investment memo on the new target, a check that it keeps you within SBA size limits, and the loan package.
SHP sits on the buyer's side.
We represent buyers only, and we work alongside your attorney, CPA, lender, and specialists, not in place of them.
Evaluating an acquisition?
Clarify what matters and what should drive the next decision.