National Heat Exchange Cleaning Corp. (National Heat Exchange), a D. W. Dickey and Son, Inc. Company, has been acquired by Dorilton Capital Advisors LLC (Dorilton Capital). Terms of the transaction were not disclosed.

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James Weaver / Former owner and President / Geartec, Inc.

“Several years ago, I received an offer to buy my company. It was interesting, but seemed low, so I engaged EdgePoint to advise me. EdgePoint promised an orchestrated bidding process to achieve the greatest value and delivered much more than promised. I was and remain delighted with every aspect of the process. The professionalism and attention to detail with my better interests always in mind were exceptional.”

John Strobel / Former President & CEO / Central Warehouse Company

“Selling a business is difficult. It is a complex and daunting task. Often the transaction is complicated by intense emotions. This was especially true for me as the 4th generation owner/operator of Central Warehouse Operations, Inc. I needed a partner in this adventure who would take control, focus solely on my best interest and track the thousands of details capably. I needed absolute confidence, complete trust, top flight financial savvy and more than a little emotional support. "

Denny Crews / President & CEO / Omega Sea

"EdgePoint provided expert guidance during my ownership transfer process. They presented strategic and financial buyers and helped me understand the advantages of both options. They did an outstanding job."

Don Mottinger / Former CEO / Superior Products, LLC

“We’ve worked with EdgePoint since 2008, when they helped us acquire Macro Technologies of Kirkland, Washington by creatively structuring and sourcing multi-layer financing. Macro made our company much larger and more valuable, and EdgePoint continued to help us prepare for an eventual sale. When we began the sale process, they were hands-on with every key aspect of the deal, including finding motivated buyers and getting things back on track several times. They used buyer competition to negotiate a higher price and better terms. It was great to have EdgePoint on our team.”

Michael Lipscomb / President & CEO / SIFCO Industries (NYSE: SIF)

“EdgePoint was the right choice for our divestiture. They gave us small firm attention and big firm results. They brought to the table a synergistic UK buyer that is the perfect fit for our industrial equipment, supplies and service business, and then they got the job done.”

Insights

Using the SBA 7(a) Loan in M&A Transactions

One of the least understood and used financing sources for M&A transactions is the SBA 7(a) term loan.  Because of its maximum loan size of $5mm, it can be used in smaller middle-market transactions, especially individual, management and partner buyouts with companies up to $3mm in EBITDA.  This type of loan is made by a bank, and is guaranteed by the SBA up to 75% against any potential losses that the bank may have on a defaulted loan.  The SBA rules (also called SOPs) must be strictly followed by banks to be eligible for default reimbursement. 

What To Do With Real Estate Related To A Selling Business

When a business owner decides to sell their Company, an important decision must be made regarding real estate owned in the business or by a related entity. Selling business owners typically face three options:

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World Access & International Experience

Alliance of International Corporate Advisors

Our industry expertise, combined with international access, enables EdgePoint to offer clients access to a global market of capital sources and transaction opportunities.  Edgepoint has closed 23 cross border transactions.

 

Our partners at the Alliance of International Corporate Advisors (AICA), an integrated global network of middle-market advisory and finance firms, have similar transactional practices and facilitate cross border transactions in the middle market. The international alliance enables EdgePoint to reach premium buyers and to eliminate any language or cultural barriers during the transaction.

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