What we do: We create long term opportunities by purchasing operating companies at the right price.
Transaction management: Gary Jennings is a transaction expert, inventor, and business developer with twenty years of transaction experience. Please see the bio tab for specifics.
Ethics: We believe in professional ethics, and clear objectives will create a successful transaction.
Timing: If you are ready to expand via acquisition, do not hesitate to contact us for a practical "fresh eyes" transaction review.
Sincerely yours,
Gary
Gary K. Jennings
Principal / Business Manager
Completed Transactions
Mr. Jennings has listed, marketed, and sold nineteen companies with no post-closing issues or charge backs.
- Nine water utility systems (CPUC).
- Three e-commerce sites - retail.
- Three public companies (reverse mergers).
- Three transportation companies.
- One mortgage company.
- Please see the transaction bio for details.
Transaction Due Diligence
Mr. Jennings has managed three hundred investment viability evaluations (United States, Bahamas, US Virgin Islands, Puerto Rico, Dominican Republic, and Baja, Mexico). Please see transaction bio for details.
Transaction Managment
After nineteen mergers and hundreds of evaluations in five countries, we understand the process at a senior level.
The Transaction Review Process (Step by step).
1. Define the "BUYERS" scope of work.
2. Conduct an acquisition search (City by City).
3. Conduct competitor reviews (Regional and National).
4. Conduct potential seller calls (City by City).
5. Sign an NDA with the potential seller.
6. Determine if LOI is appropriate.
7. 15-day first pass financial - balance sheet review.
8. Present term sheet (30-day due diligence review).
9. Conduct legal - hidden litigation review (asset purchase).
10. Conduct an accounting review.
11. Conduct a balance sheet/asset verification review.
12. Conduct a contamination review.
13. Conduct HR review.
14. Conduct customer reviews (Top 15).
15. Conduct a trailing liability review.
16. Approval or decline decision.
17. Transaction funding.
18. Close of escrow/asset transfer.
19. Integration process.
Confidential Special Projects
Available on a case-by-case basis, please contact Gary Jennings to discuss the confidential matter, timeline, and scope of work.
Advisor - Transaction Cost
- $ 8,000.00 per 80.0 hours of service.
- Completion bonus, Two percent of transaction value.
- One to three months per assignment.
- Fees and expenses are evaluated on a project basis.
- Fee exclusions: Real estate, pension, stocks, cash.