Southard Financial :: Business Valuation | Investment Banking

	Matthew Jakes earned the right to use the Chartered Financial Analyst (CFA) designation July 2010
	Mark Orndorff was elected Vice President of the Memphis Branch of the West Tennessee Chapter of the American Society of Appraisers June 2010
	Southard Financial was a booth exhibitor at the MMBC 2010 Economic Development Fair June 2010
	Southard Financial presented "Valuing Your Business" to the Mid-South Minority Business Council May 2010
	Owen Johnson co-presented Liquidity Alternatives for Businesses at Christian Brothers University, March 18, 2010 February 8, 2010
	Mark Orndorff completed the 27-hour ASA course "Valuation of Intangible Assets for Financial Reporting Purposes" November 2009
	Owen Johnson attended the AICPA National Business Valuation Conference in San Francisco, CA November 15-17, 2009
	Doug Southard speaks to Banking and the Recession November 13-19, 2009
	Matthew Jakes passed Level III of the CFA Examination August 2009
	Dave Harris and Mark Orndorff attended the ASA Advanced Business Valuation Conference in Boston October 19-21, 2009
	Owen Johnson made a presentation to the Memphis Bar Association on "Liquidity Options for Business Owners", November 9, 2009
	Southard, others make ESOPs work October 23, 2009
	Doug Southard is focus of article about valuation in a depressed economy September 4, 2009
	Dave Harris weighs in on difficult valuation September 4, 2009
	Dave Harris weighs in on whether the Capital Purchase Program saved the banking system May 1, 2009
	Dave Harris is quoted in article on the use of TARP by big Memphis banks December 5, 2008
	Doug Southard is quoted in article about raising FDIC insurance limits November 14, 2008
	Dave Harris is quoted in article about structuring acquisitions and negotiation tactics October 24, 2008
	Southard Financial is focus of article - Banking boom, bust benefits Memphis valuation firm September 5, 2008
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Southard Financial's investment banking group works with investors, financial buyers, and strategic buyers to help find, evaluate, and acquire small to middle-market companies as platform investments or add-ons to portfolio companies. We work with buyers to translate their criteria into a profile that can be used to drive a focused acquisition search. A buyer’s profile typically includes target business sectors, sales volume, EBITDA, target countries, etc. Our professionals utilize this profile information to identify and screen targets for the client.

Once a viable and interested target has been identified, we manage the entire acquisition process, including valuation, bid preparation, contract negotiation, and closing the transaction.

Our typical buy-side engagement includes the following steps:

Refinement of acquisition criteria
Screening of targets
Evaluation of potential targets
Deal negotiation and structuring assistance
Due diligence assistance if needed
Closing the transaction