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Success Is Sweet

Sugaer is a strategic advisory firm that helps owners start and grow great businesses, and exit at maximum value. Our firm works with organizations across the business lifecycle, positioning them to prosper over the long term. Our team’s expertise in growth and value-building, mergers and acquisitions, and due diligence will help you build lasting value and leave a legacy.

 
 
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Trusted advice

from start to finish.

We believe authenticity is the cornerstone for building great trusted advisor relationships. Our diverse professional team and partners have not only started, grown, acquired, operated, and sold businesses, but our backgrounds and life journeys are often similar to our clients’ as well. We have walked in their shoes. We are vested in delivering for them.”

- Russell Logan, Managing Director

SERVICES

 
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Growth & Value Building

You’re launching a new business venture. Where do you start? Or perhaps you’re already running your business day to day. You’re not sure if you’re heading in the right direction, but there’s no time to slow down and figure things out. We’ve been there. As every owner and executive knows running a small, medium, or large business while focusing on long-term value building is a balancing act. Wherever you are in your business’s life-cycle, we can help build lasting value.

  • Formation guidance

  • Strategic plan construction

  • Business plan development

  • Marketing plan creation

  • Best practices research and support

  • Human capital optimization

  • Channel building

  • Partner development

  • Vendor sourcing

 
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Mergers & Acquisitions

One of the best, and most exciting, ways to grow your company is through mergers and acquisitions. M & A can help you penetrate new markets, round out your service offerings, bring in new talent, become more efficient, and sharpen your competitive advantage. Whether you’re a buyer or a seller, with our experienced team of advisors behind you, you can be sure you’ll make the best possible deal for your company.

Sell-Side Mergers & Acquisitions

  • End-to-end process management

  • Business optimization (pre-sale)

  • Valuation analysis 

  • Buyer marketing

  • Prospective buyer vetting

  • Deal structuring and negotiation

  • Closing process management

Buy-Side Mergers & Acquisitions

  • Proprietary deal flow development (for businesses not actively on market)

  • Target company evaluation

  • Valuation

  • Due diligence

  • Deal structuring

 
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Due Diligence

Your company’s future success depends on the decisions you make today. When you’re evaluating a potential opportunity, you need to make sure your analysis is comprehensive, detailed, and impartial. Our due diligence expertise ensures that you won’t face surprises at closing.

 
 

Commercial Due Diligence

  • Business model assessment

  • Growth strategy assessment

  • Quality of customer/accounts

  • Competitive threat assessment

Operational Due Diligence

  • Value chain resiliency assessment

  • Functional capabilities assessment

  • Cost benchmarking