3 Sigma

Client Testimonial

Details

Company:
3 Sigma

Client:
Brad Beck

Industry:
Manufacturing

Needed Assistance:
Selling a Family-Owned Company

Background

The Board of Directors and the Shareholders had developed a succession plan that, after successfully increasing the sales and profitability of 3 Sigma, would result in the sale of the business.

Brady Ware Capital Testimonial | 3 Sigma

How did Brady Ware Capital help you?

After achieving the financial goals in our succession plan, our CFO and I began to research and interview Investment Bankers/partners to engage for the sale of the business. We talked to no fewer than 5 firms. Brady Ware really stuck out for two reasons:

  1. We liked that Brady Ware Capital has the skills of a larger investment bank but focuses on working with companies similar to the size of 3 Sigma.
  2. We were immediately impressed by the Brady Ware team’s professionalism, knowledge of our industry, and financial expertise. The team’s experience, demeanor, and focus to detail gave us confidence in their ability to lead us through a successful transaction.

“Cliff did a great job of communicating with the various family members and explaining the implications of issues that arose throughout the process.
If I ever had to go through this process again, I would call Brady Ware Capital and only Brady Ware Capital!”

–Brad Beck

What makes Brady Ware Capital different?

Brady Ware Capital did an excellent job of gathering all the company’s data, conducting market research, and compiling it into a very persuasive marketing package. They explained how we should position the company to maximize the value of the sale and assisted in preparing the management team for the meetings with the potential buyers. Their strong network also resulted in a good list of potential buyers.

We found significant value in having Brady Ware Capital working on our behalf. They were expert negotiators and a great intermediary throughout the process. They encouraged us to stand our ground when needed and were able to effectively deliver a strong but rational message to the buyer. They also helped us see why and when we needed to re-strategize our approach and position.

Our company’s selling shareholders are family members. Cliff did a great job of communicating with the various family members and explaining the implications of issues that arose throughout the process. My family thinks he is royalty.

If I ever had to go through this process again, I would call Brady Ware Capital and only Brady Ware Capital!

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