Sell Private Equity

Deciding to sell private equity holdings is a significant move that can influence your financial future. Augusta Advisors recognizes the critical nature of this decision, ensuring that when you are ready to sell your private equity, you are equipped with the right tools and advice to navigate this complex field. The process of selling private equity is multifaceted, demanding a detailed understanding of market trends, valuation techniques, and the interests of potential buyers.

A DIFFERENTIATED APPROACH TO DEAL ORIGINATION

We have the network, process and know-how to efficiently source actionable deal opportunities that are a mutual fit for both sides of the table. Here’s what sets us apart from other originators:

1

PRIVATE EQUITY EXPERIENCE

Unlike other providers, we come from private equity and understand what you're looking for in a sourcing partner.

2

FOUNDER-OWNED FOCUS

We know founder-owned services businesses inside and out and are well-versed in bridging the gap between founders and PE firms.

3

GROWTH-ORIENTED CLIENT BASE

Founders can rest assured that every introduction we make is to a qualified, long-term and growth-oriented investor.

4

PROPRIETARY SOURCING PROCESS

Our process fuses technology with our deep network to generate unique target lists and introduce mutually interested parties.

5

PRELIMINARY DILIGENCE

We perform preliminary diligence to ensure every introduction is actionable while giving both sides a head start on the diligence process.

Why You Need to Sell Private Equity

There are myriad reasons why investors choose to sell private equity interests. Market timing, changes in investment strategy, or the desire to liquidate assets can all catalyze the decision to sell. A company broker can help facilitate these transactions, leveraging their expertise to yield the best possible outcome for your equity holdings. In addition, M&A deal sourcing plays a pivotal role in identifying potential acquisition targets that align with your objectives and finding opportunities that may have been otherwise overlooked. A strategic buyer search is crucial in locating entities with the intent and capital to invest, ensuring that when you sell your private equity, the transaction aligns with both your financial and strategic goals. With the right team and approach, selling private equity can lead to significant financial gains and open new investment doors.

Discover expert advice on how to strategically sell private equity interests

OUR deal sourcing Process

The Augusta Advisors proprietary deal sourcing process combines technology, expertise and relationships to ensure every founder and company we introduce is a vetted, actionable and high-quality target that meets our clients’ acquisition criteria.

  • We schedule a client intro call to build a baseline knowledge of your business, mandate and search criteria

  • We project a process timeline and answer any questions you have

  • If it’s a mutual fit, we'll formalize the partnership and launch our search

  • We ensure full understanding of your search criteria and ideal target

  • Establish a cadence for regular process updates that work with your schedule

  • We leverage technology and our network to generate a refined list of targets in your wheelhouse

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  • Multi-channel outreach to founders to schedule an introductory meeting or call

  • Initial vetting of target size, business model and management dynamics

  • We develop overview materials to preview our clients and confirm mutual interest

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  • We gather and perform preliminary diligence to ensure every introduction is a vetted, actionable and high-quality target that meets your acquisition criteria

  • Custom scorecards to summarize our diligence and evaluate targets

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  • Once we ensure mutual interest, we introduce founder and investor through an introductory Zoom call or meeting

  • We transition preliminary diligence materials to our clients, jumpstarting the diligence process

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  • We leverage our deal execution experience to facilitate and support business diligence, including management of follow-up requests and meetings

  • Once the LOI is signed, we provide support as needed through close

  • We celebrate success together by treating both sides to a closing dinner at a location of your choice

Call Us to Sell Private Equity

If you're considering the best route to sell your private equity stakes, it's time to engage with professionals who understand the intricacies of this niche market. Discover who we work with and the breadth of our expertise in the private equity sphere. Our client-centric approach ensures that we align our efforts with your specific needs, providing tailored advice and execution strategies to maximize the return on your private equity sale. Reach out to us today for a consultation and take a confident step towards successfully selling your private equity holdings.