Supporting a Not-for-Profit’s Purchase of a Publishing Business

The Business Issue

Faced with ambitious targets for its fledgling publishing programme, our client turned to us for advice on valuing and structuring a purchase of a small but highly regarded publishing business with a strong overlap of authors and mission/cultural fit.  Our client has no in-house experience of buying a publishing business.

Solutions

A collaborative open-book approach was agreed between the parties, with must-have, minimum, practical information identified by Bertoli Mitchell to enable a supportable offer for the Target to be framed by our client.

Key inputs from Bertoli Mitchell included:

  • Valuation modelling of the Target
  • Strategic advice on structuring a transaction which bridges the personal and financial objectives of all parties
  • Assessment of the likely total professional costs of the process for our client
  • Communication to constituencies throughout the process

Result

A transaction has completed. 

Client name not given for reasons of confidentiality.

 

 

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