Focus on a Smooth Transaction

Transaction decisions must be rooted in strategy and analysis, but also require understanding of the objectives and tailoring the structure to satisfy those objectives. Smooth and successful transactions should not be disruptive, but should allow leaders to manage their organizations and focus on creating shareholder value.

Caliber’s expertise in valuation and operations helps us clearly identify the objectives and balance those with maximizing the value to ensure a smooth transaction.

Whether it’s buy-side or sell-side, our professionals have proven track records in the critical business areas required for a successful transaction – finance, marketing, pricing, operations, and manufacturing.

We have been involved in dozens of mergers and acquisitions, not only in executing the transactions themselves, but guiding the ultimate success of the transaction through corporate strategy and strategic planning, integration planning and execution, and organizational change. Having delivered successful outcomes for a wide range of closely-held businesses, we are also uniquely positioned to help buyers and sellers alike maintain focus on the mutual best interests of the acquisition’s employees and the legacy of the acquired organization, which can be critical for long-term value.

We help buyers and sellers:

  • Develop rational performance expectations
  • Study and quantify the risks and benefits of key performance drivers
  • Optimize the value and identify accretive value drivers
  • Identify, screen and initiate discussions with qualified candidates
  • Structure and negotiate the transaction
  • Arrange acquisition financing
  • Assist with due diligence and closing
  • Create strategic rationale and pro formas for improved integration and growth
  • Provide operational value enhancement post-close

These services allow for a clear picture of our client’s value proposition, supported by strategic rationale, the client’s objectives, and confirmed by due diligence. The result is a smooth and successful transaction, while keeping the acquisition’s accretive goals in mind.

“I’ve hired the experts at Caliber numerous times to testify on valuation matters in U.S. Tax Court. With a clear, insightful style that engages the court and credibility that shines through, Caliber staff has the skill, training and experience I need and my clients deserve.”

Michelle Ferreira

Partner, Greenberg Traurig, LLP

“Recently, we considered a merger with a similar entity and required an opinion as to the fairness of the transaction to our stakeholders. The staff at Caliber did a terrific job at navigating the analytical complexities of the requirement and the sensitive political terrain. My hat is off to them for their skill and responsiveness.”

Tom West

CEO - National LambdaRail, Inc.

“Caliber helped my growing biotech company at many critical stages during our evolution. From establishing comprehensive and fair valuation for public company investors to providing mergers and acquisitions advisory services, Caliber was cost effective, professional, and refreshing in their integrity and service quality.”

David Mallery

President – Molecular Profiling Institute (now Caris Dx)

“We use Caliber to measure the fair value of our mezzanine debt investments. Caliber is continually finding ways to expedite their work and shorten the audit review process. They see their task as making my life easier and they have succeeded well.”

Cecilio Rodriguez

Chief Financial Officer – The Comvest Group

“We engaged Caliber to help us with a strategic acquisition. Caliber acted like a true business partner, working closely with our team, as well as with the sellers. In short: the Caliber team handled the entire acquisition exceptionally well and I would recommend them wholeheartedly to anyone looking for a successful and efficiently-run transaction.”

Michael Montemayor

Vice President - National Heat & Power Corporation

“Caliber assisted us in evaluating various liquidation options and alternatives. The Caliber team was highly responsive, very knowledgeable about the process and very shrewd in how they positioned the company and negotiated the terms. They helped us maximize our value as well as meet our strategic objectives.”

Richard Esgate

Founder, Chairman and CFO - EsGil Corporation

“Caliber assisted us in evaluating several strategic options and recommending how to better align our resources to create greater value. I have little doubt that we are now on a path to greater value creation as a result of hiring and listening to the team at Caliber.”

Stephen G. Austin, CPA

Managing Partner - Swenson Advisors, LLP

“We hired Caliber to value our business and another business we considered acquiring. Their team quickly and coherently detailed the strategic and transactional issues as well as the range of financial terms whereby the acquisition would be accretive to our shareholders. The Caliber team was very responsive, knowledgeable and supportive and I highly recommend them.”

Gary Savadove

Board of Directors - Western Forge & Flange