Fred Silberstein and SF&P go back to the Blue Dot days so we knew they were the Company we would use to find us the best deal. Fred & his team made the diligence process seamless. We probably never would have got through everything without them. Personal shout out to Darcey and Ben. Our family is forever thankful for the SF&P team! With over 3 billion in closed deals why would you ever pick someone else?

To business owners contemplating selling your company,

My advice to you would be to partner with SF&P advisors immediately. Before partnering with SF&P advisors, I had a deal with a private equity company that could not honor the purchase price stated in their LOI. I passed their due diligence with flying colors, spent 65k in legal and CPA fees, and vested many hours/months accumulating all the required information needed to close the deal. I was on the 98-yard line ready to score a touchdown but had to walk away from the deal. After the disappointment, I remembered meeting Brian Cohen at a Nexstar super meeting. I called him to discuss my situation. Brian let me know there are plenty of great private equity companies to partner with I just needed to find the right one. I immediately flew down to Florida to meet the SF&P team. After meeting with Brian, Ben, Justin, and Fred I knew I was in the right hands. SF&P advisors are a group of seasoned veterans who have seen everything in the M&A world and have closed countless deals. I soon realized the importance of having experienced representation. I was so far above my head on my first deal it wasn’t funny. Step one was getting our numbers to the SF&P team which includes a brilliant in-house CPA named Darcey. SF&P went to work seamlessly orchestrating all of the steps necessary to produce a company profile to take to market. We immediately started getting interest in our company. Ben and Justin diligently purged through the PE companies that wanted an introductory meeting. Every company that Ben and Justin had us meet was high quality with a great track record. Ben and Justin were instrumental in helping us choose the right partner to team up with. Once we chose a partner it was time for due diligence again. Going through due diligence with SF&P on your side is so much easier and stress-free. To my amazement, any question that came up regarding legal, accounting, and business Ben, Justin, and Darcey knew the answer. I was waiting for an ” I don’t know or I’ll get back to you on that”, but these guys killed it on every level !!!  At the end of the day, SF&P got me a far better deal with a first-class partner.

SF&P advisors are first-class and worth their weight in gold.

Congrats everyone on a well-run process! Great working with you, you and your team are a class act.

Dustin Sellers from Koa Capital Partners

Special thanks to Fred and the SF&P team for making the Nexgen deal happen! Got us a record deal.

Fred and his team provide a comprehensive approach to the sales process. We have used Fred and his team for both buying businesses as well as the sale (recently) of our business.

When you are on the buying side you can trust the information that they are providing you – and you know the seller is prepared for the process. This is a huge savings of both time and money for a buyer.

When we (recently) used Fred and his team we were able to experience the full range of services that his team provides – from strategy, legal, finance as well as keeping you level headed and staying on track. They brought us multiple potential buyers that allowed us to choose the best buyer for us, our people, and our culture. Fred and his team – especially Leona who is a rock star – were so hands on and intimately knowledgeable about our business we did not have to inform our CFO or hire outside professionals to prepare the information needed to show potential buyers the support for our asking price – Fred and his team did all of the work for us.

Previously we had been approached by a single potential buyer and we went into the sales process with this potential buyer – we thought we were doing the right thing at the time. We were not fully prepared to enter into this process with them – from being prepared financially, operational information, legally, process and systems, etc… Ultimately we did not sell them – even though at the time we were very disappointed the sale didn’t happen it turned out to be a good thing for us and our people.

From a sellers point of view we would recommend Fred and his team for the following reasons:
– Fred and his team know the buyers who are out there – they gave us access to buyers we didn’t even know existed.
– They are a group of true professionals that were able to provide us high level services and support along the way that otherwise we would have paid for – we’ve used other brokers in the past and we did not get these services provided to us by the other investment bankers/business brokers.
– We found it very helpful to work with someone who knew our industry and could talk to us about what was reasonable as far as what the buyer was doing

Would be happy to talk with anyone who is exploring using the services of SF&P.

I wanted to let you know what a Gratifying experience it was working with your team throughout the sale of our company. All your team members were a pleasure to work with, and made a very complicated transaction as smooth as it could have been.

You & your team have great knowledge and experience in this Mechanical acquisition space , and we made a wise choice hiring your Company.

Thank you to the entire team that worked so hard to get this done!

Best

 John

My name is Fred Wilcox. I’m the past CEO of Weeks Service Company in Houston, Texas. I recently had the pleasure of engaging with SF&P, Fred Silberstein, and his team to market and facilitate the sale of our HVAC, electrical, and plumbing business. Did not know SF&P or Fred prior to this transaction, as with most transactions. And I want to say that not only did SF&P bring us the right buyers, but they also brought us quality buyers. Got the deal closed, and the process was professional and enjoyable from beginning to end. So to any business owner that’s thinking of selling his HVAC, electrical, or plumbing business, I would highly recommend SFMP and would encourage you to take the time to talk to these guys and learn and better understand how the process occurs. And I think you will find it will be one of the best engagements you’ve ever had.

Thank you.

The decision to sell the business, your baby, can be a really tough one. From the very first conversation, I knew that Brian and his team understood our industry and how these transactions work. From Leona, the financial guru crunching the numbers, to Ben and Justin, who were with me the entire way answering all my crazy questions, these folks really know what they are doing. Heck – Brian even talked me off the ledge a couple of times!

Ultimately, I know that this group helped make the process smooth and, most importantly, maximized the value of the organization. Thanks to the help from SF&P, I am now partnered with a fantastic organization that is assisting my team and myself toward a fun and rewarding future! Thanks again, Team!!