The Power of Collaboration – Celebrating the Successful Closing of an M&A Deal
At PGP Advisory, we believe that the cornerstone of any successful M&A transaction is collaboration. It’s not just about putting the pieces of a deal together—it’s about fostering partnerships that maximize value and drive mutual success. Today, we’re thrilled to celebrate the successful closing of a landmark transaction of a recent deal that underscores the transformative power of teamwork.
The Provisors Network was instrumental in crafting the right team. Know, Like, Trust are pillars of the Provisors network. One of the unique strengths of this group is connection to high quality advisors working with small and medium sized businesses across the country. Provisors was our first stop when selecting a transaction attorney for a sell-side client on this deal.
In this case, our strategic partnership with, Zach Evangelista, and the team at SER & Associates, played a pivotal role. Their unmatched expertise, combined with a proactive and solution-oriented approach, ensured that this complex deal progressed smoothly, from initial negotiations to final agreements.
The Role of Collaboration in M&A Success
In every deal we undertake, our approach is built on the foundation of collaboration—not just internally, but across all stakeholders. Whether it’s partnering with legal experts, financial advisors, or the leadership teams of the businesses involved, we understand that a transaction’s success depends on cohesive and aligned efforts.
In this recent transaction, Zach provided critical legal insights that helped navigate regulatory challenges, protect client interests, and streamline the closing process. His dedication to understanding the broader business objectives aligned perfectly with our commitment to delivering value-driven outcomes for our clients. Together, we turned potential hurdles into opportunities for growth.
Why Collaboration Matters More Than Ever
In today’s fast-paced and complex business environment, no single entity can master every aspect of a deal. The most successful transactions result from a network of professionals who bring unique perspectives and specialized expertise to the table. At PGP Advisory, we prioritize building strong, trust-based relationships with all stakeholders, ensuring that each deal we facilitate is greater than the sum of its parts.
Our process involves not only acting as advisors but also as integrators—bridging gaps between parties, fostering communication, and maintaining focus on the shared vision. This collaborative ethos extends beyond individual deals, forming the core of how we conduct business and how we continue to build enduring success for our clients.
Looking Forward
As we reflect on the success of this recent transaction, we’re inspired by the power of partnership and the possibilities it unlocks. We are grateful for the trust our clients place in us and for the exceptional professionals, like Zach and his team, who share our commitment to excellence.
At PGP Advisory, we remain dedicated to leveraging collaboration as the key to delivering outstanding results. Every deal tells a story, and every partnership adds another chapter to our success. We look forward to continuing this journey, forging new alliances, and helping our clients achieve their most ambitious goals.
Read MorePGP Advisory’s Business Beat – November 2024
Successful Closing of Professional Service Business in the Real Estate Industry
Closing Alert: PGP Advisory served as the exclusive sell-side advisor for a professional services business in the real estate industry who was acquired by a private equity-backed strategic in the space. Deals are more than dollars. Our client successfully executed an exit to an acquirer with similar values and views on talent and client relationships.
This transaction underscores PGP Advisory’s commitment to facilitating strategic growth and value creation through M&A deals. PGP Advisory specializes in guiding clients through the complexities of business sales and acquisitions, offering expertise in valuation, negotiation, and transaction management. The firm is dedicated to ensuring that each deal aligns with our client’s strategic objectives.
We wish both the seller and buyer success in the next phase of their journey!
Discover Global Markets: The Americas – Austin, TX
PGP Advisory and the Texas Camino Real District Export Council (TCRDEC) supported the US Commercial Service’s Discover Global Markets event in Austin, TX last month. Jason moderated a fireside chat with Assistant Secretary of Commerce for Global Markets, Arun Venkataraman at the Discover Global Markets- Austin (DGM) event hosted by the U.S. Commercial Service where we explored the potential economic impact going global has on small and medium sized businesses and their communities. This event focused on building relationships with U.S. Commercial Service representatives in Central and South America as a primer for the upcoming Trade Winds trade mission to Brazil in 2025.
As companies in central and south Texas continue to consider avenues for growth, selling your products and services into markets outside the US is one of the less talked about pathways. The US is the world’s largest economy with a Gross Domestic Product (GDP) of ~$27 trillion, but we account for only about 25% of the global GDP which exceeds $100 trillion. There is a huge opportunity for companies and communities to grow by tapping into the entire global economy; imagine finding new markets with strong demand for the products and services you already deliver! Explore new avenues for value creation because they can have a substantive impact when it’s time to exit your business.
Become Your Own Boss: A Roadmap to Success as a Business Advisor
Join us on this webinar- TODAY- where Jason will be a featured guest alongside Karl Barham at Transworld Business Advisors of Atlanta Peachtree discussing the journey to becoming a successful Business Advisor.
📅 When: November 7th, 4:00-5:30 pm (Central Time)
📍 Where: Online (Zoom link provided upon registration)
🔗 Sign up here: https://bit.ly/3BNv0yV
This session will help professionals who are considering a career shift into business advisory services. Participants will discover the opportunities in areas like mergers and acquisitions (M&A), business brokerage, business valuation, exit planning, and growth strategies. Learn how you can successfully make the leap. Spots are limited— Secure your seat now!
PGP Advisory is thrilled to be featured in the TCRDEC’s Next Level Exporters digital publication. This publication is shared around the world with U.S. Embassies every month, through May 2025. Our Managing Partner, Jason Brown is the Executive Chair of the TCRDEC.
PGP Advisory Featured in Next Level Exporters Publication
The Texas Camino Real District Export Council’s primary objective is to support economic development and job creation in the Central/South Texas region through education, community outreach and trade policy advocacy related to international trade. Thanks to guidance from the U.S. Commercial Service, PGP Advisory began to intentionally engage in cross-border transaction activity. The Next Level Exporter digital publication features successful small and medium sized businesses who export products or services overseas. The publication will be distributed to U.S. Commercial Service representatives in embassies around the world creating, connecting the innovative companies and capabilities in our region with new customers globally.
Are you a central/south Texas company that currently exports overseas and are looking to enter additional markets? Reach out to learn more about how to have your profile added to the Next Level Exporter.
Click Here to View the Next Level Exporter Publication.
Active Deals
Off-Market Med Spa Transaction
UNDER CONTRACT
PGP Advisory is currently facilitating the sale of a multi-site Med Spa business.
Exclusive Opportunity: Two Profitable SA Bars with Multiple Income Streams for Sale
Price: $750,000
Location: Northeast San Antonio
Cash Flow: $383,000
MOTIVATED SELLER – REFERRAL FEE FOR PARTNERS WHO BRING BUYER
A unique opportunity to start or scale a bar portfolio with these two (2) profitable neighborhood bars located ~20 minutes apart. Both venues feature multiple income streams. A welcoming atmosphere, well-trained bartenders, and exciting entertainment keep loyal patrons coming back for more.
San Antonio Ice Cream and Retail Location
COMING SOON
Please let us know if you would like to be added to our exclusive preview group for this business. Ideal for a buyer looking for a lifestyle business, potential E-2 visa candidate, or existing owner of a d looking to expand. The ability to manufacture product on-site combined with an attractive retail location make this an opportunity you don’t want to miss.
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PGP Advisory Announces Sale of San Antonio Adult Day Care Center
San Antonio, TX (December 2023) – PGP Advisory is delighted to announce the sale of an established San Antonio Adult Day Care Center to a private buyer with ties to the local community. This transaction marks not only a successful business transfer but also an opportunity to build upon the exceptional care and support for adult populations and their families in the San Antonio community.
This well-established adult day care center has been an integral part of the San Antonio community, providing exceptional care and services to its patrons. The acquiring team brings complimentary experience in education, business, and a strong their local presence with a shared commitment to the center’s values and mission. The buyers intend to build upon the facility’s rich legacy, expand its reach, and continue to positively impact lives.
Thank you to all parties involved in completing this sale.
For more information on how PGP Advisory can assist you in buying or selling a business, please contact us at (210) 580-4178. We look forward to helping you achieve your business objectives.
About PGP Advisory:
PGP Advisory is a leading business brokerage and M&A Advisory firm dedicated to helping entrepreneurs buy and sell businesses across various industries. With a team of experienced professionals and a commitment to exceptional service, we partner with business owners to navigate the complexities of the sale process to achieve their desired outcomes.
Disclaimer: This announcement is for informational purposes only. Any information regarding the sale of the adult day care center business is subject to the terms and conditions agreed upon by the parties involved.
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PGP Advisory’s Business Beat – December 2023
Entrepreneur’s Corner: Why You Should Address Your Company’s Weaknesses Head On
It is easy to get consumed with the urgent issues in our business. Carve out time each day, week, month, to “work on the business”. This investment of time will ultimately position your business to deliver the long-term results that are most important to you.
“SWOT”- Strengths, Weaknesses, Opportunities, and Threats- analysis is an important tool to help set direction for your business. Identify and fix the root causes of these issues will result in a stronger business that will pay dividends for you (time/profit), your customers(improved service), and employees (greater satisfaction).
SiriusXM’s The Reecie Colbert Show Interview with Entrepreneur Jason Brown
Jason Brown, Managing Partner of PGP Advisory, stopped by The Reecie Colbert Show to share his expertise with aspiring and current entrepreneurs.
Learn how PGP Advisory helps business owners:
- – Understand and achieve their goals.
- – Prepare for the inevitable reality- Everyone will eventually exit their business. The only question is on whose terms.
Life and business is about ideas. Successful entrepreneurs seek out new ideas and constantly learn, adapt, and grow.
Click Here to Listen to the Podcast!
The Importance of Developing Sales Forecasts
PGP Advisory attended the North San Antonio Chamber Coffee and Conversations at Magnolia Pancake Haus featured LindaRatner, an accomplished business owner, master coach, and sought-after speaker.
Linda shared the importance of developing a sales forecast in your business. Linda’s work prepares business owners to achieve their desired exit valuations.
Key takeaways:
- In business, Cash is King/Queen.
- To get a true picture of the business’s cash flow, entrepreneurs need to understand all three financial statements. Can you name them?
- Use data to determine what changes will have the biggest impact on your business. The outcome may surprise you.
Learn More About the North Chamber of San Antonio
Active Business Listings
Are you searching for a business to buy? Join PGP Advisory’s exclusive network to receive regular alerts on businesses available for sale. You’ll be the first to know about new opportunities. Receive our Active Business Alerts by subscribing via the link below! Check out a snapshot of our current inventory:
Profitable Home Care Services Franchise with Motivated Seller Deal
Price: $175,000
Cash Flow: $147,372
Location: League City, TX
Profitable Boutique Fitness Gym with Integrated Smart Gym Tech. Deal
Price: $350,000
Cash Flow: $80,000
Location: San Antonio, TX
Unique Mexican Ice Cream Retailer with Big Growth Potential
Price: $100,000
Cash Flow: $75,000
Location: San Antonio, TX
Ride Share Tech Platform Acquisition Opportunity
Price: N/A
Total Sales: $1,344,000
Location: Southeast U.S.
Vertically Integrated U.S. Paper Mill with a Focus Sustainability
Price: N/A
Total Sales: $2,500,000
Location: Central U.S.
Subscribe to PGP Advisory’s Active Business Alerts
PGP Advisory Announces Sale of Revered Adult Day Care Center
PGP Advisory is proud to announce the sale of an established Adult Day Care Center in McAllen, TX to a private buyer with ties to the local community. This transaction marks not only a successful business transfer but also an opportunity to build upon the exceptional care and support for adult populations and their families in the McAllen community.
This adult care center has served the community with compassionate care for many years, providing a nurturing and engaging environment for adults requiring day care. The acquiring team brings complimentary experience in education, business, and a strong their local presence with a shared commitment to the center’s values and mission. The buyers intend to build upon the facility’s rich legacy, expand its reach, and continue to positively impact lives.
Deal highlights:
- – Management team in place
- – Strong post-COVID rebound in clientele
- – The acquiring team brings complimentary experience in education, business, and a strong their local presence
Be the first to read the latest edition of PGP Advisory’s Business Beat by subscribing to our publications. Click here to opt-in!
PGP Advisory’s Business Beat – August 2023
Entrepreneur’s Corner: The Benefits of an Advisory Council
Experts recommend considering adding an advisory council to your business. This informal board would provide strategic advice on business management related issues. An advisory council would be in place to provide advice to your business, but unlike a board of directors, they will not actually make the key decisions. Further, while a board of directors often has equity in the business, an advisory council does not. Of course, an advisory council is not right for every business. You will typically see them in businesses that are making $3M-$25M.
The advisory council can identify and help address blind spots that will strengthen your business. They are an excellent resource as you scale and spend more time working on the business than in it.
Learn More About the Benefits of Advisory Council
Passive Investor’s Playbook
Recently, PGP Advisory had great conversation with Charlie Hardage on the Passive Investor’s Playbook. We explored the power of business + commercial real estate investments to build diversification into investors’ portfolios.
Click Here to Listen to the Podcast!
Going Global
PGP Advisory was honored to participate in a roundtable with Madam Under Secretary Lago of the U.S. Department of Commerce and distinguished San Antonio business leaders to discuss how the department and U.S. Commercial Service offices around the world can partner with the local business community to help unrepresented businesses grow through access to global markets.
The takeaway- the US Commercial Services is one of those best kept secrets that needs to be revealed. They want to help. They can open doors overseas that smaller businesses can’t on their own. Stay tuned…we ultimately want everyone to have access to “the room where it happens.”
Learn More About the U.S. Department of Commerce for International Trade
Active Business Listings
Are you searching for a business to buy? Join PGP Advisory’s exclusive network to receive regular alerts on businesses available for sale. You’ll be the first to know about new opportunities. Receive our Active Business Alerts by subscribing via the link below! Check out a snapshot of our current inventory:
High Growth Mexican Restaurant with Multiple Locations
Price: $740,000
Cash Flow: $425,000
Location: San Antonio, TX
Profitable Boutique Fitness Gym with Integrated Smart Gym Tech. Deal
Price: $500,000
Cash Flow: $80,000
Location: San Antonio, TX
Subscribe to PGP Advisory’s Active Business Alerts
Successfully Sold: Barkingham Palace
PGP Advisory served as the exclusive sell-side broker on the sale of Barkingham Palace, a 68-Kennel Pet Boarding and Training business to a Private Buyer.
Deal Highlights:
- Successfully negotiated a win-win deal structure and terms with a strategic buyer
- Sale included both business assets and associated real estate
- Excellent group of deal professionals facilitate a smooth transaction
- Industry, region, and business are positioned for future growth
“As owners seeking an informed exit strategy for our business of 18 years, it was important to us to find an experienced business advisor to navigate the complex, multi-faceted business sale process. Jason Brown had the most methodical approach for the sale of our business and the associated real estate. Jason demonstrated consistent strength in his attention to detail, consistent communications, problem solving negotiations and closing a deal with an amazing buyer that met our exit goals. We highly recommend PGP Advisory to all business professionals seeking the best in all the business services they offer.” (PGP Advisory’s Client)
Advisor Spotlight: Meet Ken
Senior Business Broker
Ken Powers brings more than twenty years of experience helping small and large companies create value through enabling sales growth and driving operational efficiencies. His corporate experience spans a wide range of industries including Healthcare, Technology, Aerospace and Defense, and Automotive. Ken brings expertise in strategy development and implementation, business transformation, and process improvement. Based out of Chicago, he is a seasoned executive who is ready to guide you and your business to the next level.
Ken earned his M.B.A from the University of Michigan, Ross School of Business with concentrations in Strategy and Finance. He earned his B.S. in Mechanical Engineering from Northwestern University.
Be the first to read the latest edition of PGP Advisory’s Business Beat by subscribing to our publications. Click here to opt-in!
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