WHAT DOCUMENTS DO WE USE TO MARKET A COMPANY

WHAT DOCUMENTS DO WE USE TO MARKET A COMPANY

When marketing a company, we use two documents to communicate the information about your company to our potential buyers:

Business Profile: The business profile, or “teaser” as it is commonly known in the industry, is a 3 page document. The front page contains highlights about your business (the kind the buyers want to hear) and the second contains a more detailed overview of the business and includes a summary of the companies financials. The final page of the business profile is a non disclosure agreement that they potential buyer executes and returns in order to receive the second document that we describe below. The business profile does not disclose the name of the company for sale nor does it disclose any information that could reveal who the company is. For example we don’t disclose the specific city in which the business is located nor do we disclose any other characteristics that could give the company away. Below is an example of a business profile.

Offering Memorandum: The second document we use to market a company for sale is called the Offering Memorandum (OM). The OM is a book that describes in detail the key components that combined make the company the special entity that it is. This document discloses the name and location of the company and any and all unique characteristics that make the company special. One must be very very careful when crafting the key characteristics of a company as there are certain characteristics that buyers place value on and others that they consider negative. The OM is typically 50 to 100 pages in length and requires years of experience to craft correctly, legally (you have to follow proper guidelines and laws, both state and federal, to ensure you are legally introducing your company to investors that are qualified to make such an acquisition), and to maximize value for the seller.

Big Firm Resources

We invest tens of thousands of dollars in global M&A data. We have comprehensive data on all investment groups, venture capital firms, angel investors and corporations globally. We know the ownership tree of every company globally. We know which investment firms have cash to invest and when. We have data on 102,000 buyers globally.

Talk to Oilfield Buyers Every Day

Every day we speak to oilfield companies & Buyers. We know what buyers are seeking to acquire and why. We know up to the minute corporate and investor oilfield growth and M&A strategies and how those apply to our client companies.

25 Years M&A Experience

Our principals individually have 25 years of M&A experience. It is the years of experience that allow an M&A professional to understand how to apply what has been learned on prior deals to current deals in order to get deals done. There is no substitute for experience. We have closed hundreds of deals.

Oilfield Specialization & Expertise

We specialize in oilfield deals. We know how to market oilfield deals to get the highest value for our clients because we know what buyers are seeking because we talk to buyers and investment groups every day. We understand the complex oilfield synergies between buyers and sellers and can identify synergistic buyers that can (because their synergistic P&Ls post-closing are instantaneously more profitable – duplicate cost cutting, etc), and are motivated (have strategic reason to acquire-market share, basin diversity, customer leveraging, etc.), to pay the highest value for our client companies.

60 Year Oilfield Experience

The principals of FW have a combined 60 years of oilfield experience including M&A and operations. We understand the oilfields of the United States and the complex synergies between buyers and sellers. Our oilfield experience enables us to maximize value for our clients.

Big Firm M&A Process

Our goal is to bring big bank services and processes to smaller companies that the bigger M&A firms will not assist. We do not post listings on a website and cross our fingers. We are a pro active M&A firm that executes a big bank process within a time frame. We maximize synergistic buyers at the table, create an auction process, and maximize value for our clients.

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