“Having Someone on Your Team”
The Challenge: Roger and Deanie rebuilt Radius Logistics from scratch in 2008 after Roger’s former partner departed. They grew organically by adding value-added services to make client relationships “stickier.” When Mike’s email arrived while they were in Italy, Roger’s first instinct was to delete it like all the other M&A solicitations. They’d never sold a business before and had no idea what the process looked like.
What We Did:
- Gave them the choice to have us represent them exclusively as their advocate, rather than representing a buyer (they chose to have us in their corner)
- Built comprehensive data room before marketing, organizing everything buyers would need
- Prepared them for high-stakes meetings with billion-dollar companies (dinner the night before, morning-of prep sessions)
- Deflected unnecessary buyer requests and managed scope creep
- Stayed committed through COVID delays and a collapsed first deal
The Outcome:
- Pre-built diligence meant they were prepared when buyers started asking questions
- Walked into boardrooms confident and relaxed, not nervous and unprepared
- Made enough from the sale to retire comfortably
- Employees transitioned to capable buyer
In Roger & Deanie’s Words: “We really wanted somebody on our team not having been through the process before. Having somebody on your team really allowed us to sleep at night.”
“I felt like Mike really represented our interests as well as he could. He’s a man of integrity.”