Finance Monthly M&A Awards 2019 - Winners Edition

60 FINANCE MONTHLY M&A AWARDS 2019 FIRM PROFILE Emory & Co. provides merger and acquisition advisory and business valuation services to middle- market companies. Typical clients are profitable, established businesses with revenue below $200 million. In terms of seller clients, they tend to be either looking to sell 100% of their business to a strategic buyer, or sell a majority interest to a private equity group and retain a minority interest in the company going forward. In either case, Emory & Co. goes to great lengths to find the right buyer for each seller’s unique circumstances, which is critically important to achieving a successful transaction. In its business valuation practice, Emory & Co. provides various types of financial opinions. These include valuations of company stock, as well as fairness opinions and solvency opinions. Valuations are also provided for other securities such as stock options and profits interests, which are increasingly used by private equity groups to incentivize the management and directors of their portfolio companies. What separates Emory & Co. from their competitors are their relationships with buyers and deep knowledge of private company capital markets and valuations. They also differentiate with their friendly, straightforward culture and desire to listen and really understand their clients’ situations and desired outcomes. Business is very strong at Emory & Co. They have a robust pipeline of seller clients, for whom they are running competitive sale processes to strategic buyers and private equitygroups,andtheyalsohaveafullstableofbusinessvaluationclients.Therobust U.S.economy,recordcorporateprofitsandpublicstockmarketpriceshavecombined to make it a “seller’s market” for U.S. business owners, and resulted in a record first half for Emory & Co. www.EmoryCo.com CROSS BORDER INVETSMENT BANKING ADVISER OF THE YEAR USA JOHN EMORY JR John Emory Jr is the President and Co-Founder of Emory & Co, a boutique investment banking firm located in Milwaukee, Wisconsin. John acted as team leading Investment Banker for Emory & Co. in the sale of US-based Walker Forge Tennessee to India-based Bharat Forge Ltd, where he was involved in price negotiations, drafting documents, and coordinating due diligence. With his role as President of Emory & Co., John takes an active role in business development, buyer relations, and executing transactions for the benefit of Emory’s clients after they are hired.