Case studies

Closed at 4.3x EBITDA in Less Than 6 Months A retiring owner of a highly profitable niche design and manufacturing company engaged SD Business Advisors to find the right buyer — not just any buyer. Seller’s Goals Cash out 85% of equity Retain 15% ownership Stay on post-sale as a design employee Key Challenge This was a highly specialized opportunity requiring a buyer with both: Strong business operations experience Relevant design sensibility and industry fit Additional complexity included: All fabrication was subcontracted, creating perceived continuity risk under new ownership The seller wanted a partial equity rollover , requiring a buyer aligned with a more sophisticated deal structure Our Process 150 buyer inquiries generated 80 signed NDAs 3 qualified offers received The Result We successfully identified and closed with a buyer who had the right mix of operational capability, design alignment, and comfort with the seller’s continued involvement. Outcome: ✔ Sold at 4.3x EBITDA ✔ Closed in under 6 months ✔ Seller achieved liquidity, retained upside, and stayed involved in the business Client Feedback “Todd communicated quickly and efficiently and found the buyer that was not only qualified, but who also had an affinity for what we do… I have never experienced the quality of buyers that I did working with Todd.”
