MERGERS & ACQUISITIONS

In the area of mergers and acquisitions, a firm needs the right help at the right time. Our goal is provide that help when you need it so that you ask and answer the right questions.

M&A STRATEGY

Choosing to sell, buy, or merge a firm is a big responsibility. The people within the firm are beholden to the decisions of its leaders. Some leaders are energized by that prospect, and some are daunted. However you feel as a leader, you will need someone to guide you through the merger and acquisition process.

Whether you are an acquirer or looking to sell/merge into a new entity, your end point will be bringing together people and forming new partnerships, and that first step should be one of trust. The Coxe Group approach to mergers and acquisitions is one built on a philosophy of fairness and trust, advocating for an appropriate deal for all parties.

While statistics show mergers and acquisitions tend to fail (defined as falling substantially short of goals) the majority of times, our experience is the opposite with a higher record of success. How? We strive to find deals that will be successful in all the ways you define success – that may include staff retention, growth synergies, client development opportunities, brand strength, profitability, and staff development to name a few.

Our commitment is to enable the best deal for you by meeting your strategic goals and achieving the best for your people.

Below is a list of some of the M&A services provided by The Coxe Group. Don’t see your needs here? That’s fine; reach out on the [contact us] page and we will get in touch to understand what you need.

Buy Side Services

  • Acquisition strategy confirmation and/or development
  • Identification of target firms
  • Initial contacting and discussions
  • Forward looking financial analysis
  • Synergy definition and quantification
  • Valuation
  • Due diligence assistance
  • Public Relations Strategy

Sell Side Services

  • Strategy confirmation and/or development
  • Marketability review
  • Target firm identification
  • Initial contacting and discussions
  • Valuation
  • Negotiation advice
  • Due diligence assistance
  • Public Relations Strategy

Open Opportunities

The following is a sample of opportunities The Coxe Group is actively working on within the mergers and acquisition arena.

  • A specialty engineering firm of 40 people, based in Southern California with offices worldwide, is looking to be acquired by a firm that can integrate the service offerings with a mutual client base to create a more robust offering.
  • A South East based high design firm of 12 people with tightly coupled architectural and interior design offerings is looking to merge into a larger firm with a regional or national footprint to allow for larger design project opportunities. The cultural approach to design is a key factor in finding the right partner.
  • An MEP firm based in the Pacific Northwest seeks to become part of a firm that will result in strong synergy and growth opportunities for the staff and within the market.

Recent Transactions

merger with

Frank Webb Architects merger with SLAM – The Coxe Group acted as advisor for both parties.

acquisition by

BCWH acquisition by Quinn Evans Architects – The Coxe Group acted as advisor for the seller

acquisition by

Dougherty + Dougherty Architects acquisition by Perkins Eastman – The Coxe Group acted as advisor for both seller and buyer.

acquisition by

hplusf acquisition by Mithun – The Coxe Group acted as advisor for the buyer.