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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How to Know You’re Charging Enough
Most business owners fret about whether they are asking too much or not enough for their goods or services. This dilemma keeps many prospective sellers up at night. Ask too much, and you may fail to attract enough customers; ask too little, and you’re cutting yourself short. In this article, we’ll examine how to determine if you are charging the right amount for your goods and services.
Many business owners begin working with an M&A advisor or business broker only to learn that a small increase in their pricing can lead to substantial increases in profit. Best of all, with the right pricing strategy, it is possible to raise your prices without your customers noticing. The fact is, you may be leaving a significant amount of money on the table right now. Having a coherent and well-thought-out pricing strategy is the first step to boosting your profits, and it can be done in surprisingly little time.
In Rafi Mohammed’s book “The Art of Pricing,” he observes that a key fallacy in business is that a product’s price should always be based on its manufacturing cost. Mohammed offers several interesting observations and suggestions. One suggestion, specifically aimed at restaurants, is that they should keep their entrée prices attractive and expect their profits to come from items like drinks, desserts, or other add-ons. He notes that McDonald’s profit margin on hamburgers is small, but they have a considerable profit margin on French fries and drinks. In short, profits and pricing should be viewed as part of a larger overarching strategy.
Another example can be found in the world of investment banks, which charge a relatively modest accomplishment fee as a percentage of total consideration. However, they then insert a substantial minimum fee.
Better pricing and better pricing strategies lead to more profits. Through better pricing, Mohammed argues that companies can increase their profits and achieve growth. He notes, “Smart pricing is like hidden profits.”
The more time you, as a business owner, invest in your pricing strategy, the greater the chances are that you’ll boost the value of your business. The facts are that small pricing increases can significantly enhance overall profits. Don’t be afraid to adopt a new pricing strategy. If your new pricing strategy fails, you can adjust your plan. The benefits of exploring new pricing options are simply too great to ignore.
Copyright: Business Brokerage Press, Inc.
The post How to Know You’re Charging Enough appeared first on Deal Studio.
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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Welcome to 2023: Your Business Guide to Surviving and Thriving the Year Ahead
PGP Advisory certainly hopes you had a joyous holiday season and a Happy New Year. As we enter into 2023, here are some of the challenges we anticipate and our strategic advice on how to combat and prepare for what may be a rocky and windy road ahead.
How to Prepare for Business Challenges in 2023
Reflecting on 2022
Business owners have faced huge challenges and undergone an incredible amount of change over the past few years, and this won’t slow down in 2023. Businesses will have to deal with the aftereffects of the global pandemic, Russia’s invasion of Ukraine, economic challenges, as well as an ever-faster development of technologies.PGP Advisory has several years experience of ongoing change and evolution of the industry. Below are key challenges to watch out for in the new year and insights into how business owners can prepare for obstacles they may face in 2023.The Looming Recession
As a recession for 2023 is likely probable, entrepreneurs will need to begin preparing their businesses now for the challenges ahead. Sales could slump, budgets could tighten, and securing capital could become a lot harder. Entrepreneurs will need to adjust their expectations from the big venture deals of the past decade.
How to Respond: PGP Advisory highly suggests meeting with your accountant. Now, is the time to audit your books and ensure you have the cash reserves to weather the bad times. Accounting can be an afterthought for new founders, PGP Advisory recommends hiring a third party to audit your books. Business owners should also consider auditing their processes too. When a company is in a high-growth stage, it might adopt ad-hoc systems that are fine for the moment but will need to be revamped in slower months to be sustainable and efficient.
Downturns in Sales
Business owners will likely continue to deal with price adjustments well into 2023. Inflation and interest rates often indicate how willing people are to spend. Consumers are shifting their focus to items they deem essential and highly valuable.
How to Respond: Business owners should consider adapting their business model or figure out the right pricing structure so they can continue to survive. This is a great opportunity to connect with customers to understand their needs. Perhaps there are new avenues for sales opportunities to explore.
Employee Retention, Engagement and Productivity
We’ve been hearing about the “War for Talent” for years, but now it feels like the war is deepening. Companies across industries are facing massive gaps for vital future skills, and they will need to re-skill or up-skill massive sections of their workforce to get ready for the 4th industrial revolution. On top of that, the pandemic has made many people reevaluate their jobs, leading to mass resignations in many sectors.
How to Respond: Create clear channels where employees can raise concerns and health issues. Stay up to date with emerging issues. Perhaps your business can allow flexible working hours to allow employees to attend to personal issues. Encourage employees to keep strict working hours to avoid the common burnout issue. Find out what you can provide for employee mental health support. Additionally, taking steps like hiring people straight out of school, employing low-code or no-code software for critical needs, and instilling cultures of continuous learning.
Accelerated Digital Transformation
Artificial intelligence (AI) is already starting to augment all of our businesses, and that trend will continue to accelerate next year. This is rapidly creating a world of ever-faster technological developments.
How to Respond: Every business must think of itself as a tech business. Companies need to re-design their processes and ensure their people have the skills needed for a world where we increasingly collaborate with and work alongside capable and intelligent machines.
Summary – Stay Flexible
It’s important to keep in mind that there will always be unexpected disruptions in our lives. Businesses should plan for these disruptions and make sure everyone knows how to respond when things go wrong. These unprecedented challenges provide opportunities to stay flexible in the months ahead. The most successful businesses, will be those that adapt quickly.
