Aeries needed a partner who could strategically navigate the complexity of the situation. They considered traditional investment bankers, but chose Dubb Value Creation for its personalized approach, investment banking acumen, and management consulting capabilities, including proven methodologies.
Partnering with Dubb Value Creation, Aeries began to explore their various M&A opportunities. Dubb Value Creation provided guidance when weighing the advantages of each prospect. Ultimately, the best path forward for Aeries was to sell the business. Selling a majority stake was uncharted territory for the Aeries leadership team, but Dubb Value Creation provided a wealth of expertise during every step of the journey.
Once they made the decision to sell, Dubb Value Creation helped Aeries:
- Define an M&A sell-side strategy. Dubb Value aligned with Aeries’ vision for the future while identifying areas of strength and opportunity. They guided the Lloyd family through tough and honest conversations about what the next chapter might bring for those remaining and exiting the organization.
- Market to potential buyers. This step involved effective identification and vetting of potential buyers based on the ideal profile. Then, they worked to maximize interest and best position the business for strong deal negotiations.
- Assess buyer fit. Dubb Value facilitated the process, guiding Aeries through every negotiation and keeping discussions focused on their people, culture, and customers.
- Facilitate due diligence and deal execution. After selecting the buyer, they began an exhaustive and comprehensive due diligence process utilizing proprietary frameworks and tools to keep the team organized.
- Manage the separation process. Dubb Value’s strong project management approach ensured everything stayed on schedule for a clean handover that allowed business stability post-sale.