Merger and Acquisition Services

We are deeply experienced in advising owners and acquirers of mid-market firms in buying or selling a business.  Whether you are seeking professional sell-side representation, buy-side representation or assistance with forming a strategic partnership/joint venture, there is no more credible, proven and trusted advisor than Kaulkin Ginsberg to successfully guide you through the process.  Since 1991, we have completed over 130 transactions in the outsourced business services sector representing north of $3 billion in aggregate deal value.  Clients have included small, mid-sized and large privately owned companies, Fortune 500 corporations and financial investment firms.

"Kaulkin Ginsberg’s intimate knowledge of the healthcare revenue cycle management (RCM) arena, its ability to present multiple financially qualified and motivated buyers that met our requirements, and success in maintaining a competitive process that stuck to rigid timeframes, were all critical factors in helping us consummate a successful transaction."

Harry J. Scott, Jr.
Owner of Absolute Collection Services

We are the experts in the merger and acquisition process


This includes:

  • Developing and implementing the acquisition or divestiture strategy – We work with our clients to create a plan that will best accomplish their long-term growth and exit objectives.
  • Creating relevant marketing materials – We work closely with our clients to develop descriptive presentations highlighting the value drivers of their businesses and motivating the right buyers/merger partners to produce competitive offers.    
  • Marketing the opportunity – We confidentially approach select candidates to present the opportunity and assess their interest in pursuing a transaction.  Confidentiality is always protected in each and every introduction.
  • Managing the entire process – Once introductions are made we leverage our competitive process to maximize our clients’ interests in pursuing a transaction. Most importantly, we get deals closed, as reflected by our track record.

Our Resources are Unmatched

We maintain an extensive network of personal and professional relationships with major decision makers throughout the outsourced business services sector. We also maintain close relationships with private equity firms and investors interested in this sector, as well as top professionals serving our industry, including legal, accounting and consulting services. Members of our firm also actively participate in major associations, publications and conferences.  All of these connections prove invaluable when it comes to achieving results. 

We Maintain Proprietary Information

The firm tracks industry statistics not available to other sources, including the confidential details of most completed transactions. The firm also possesses extensive proprietary databases of outsourced service businesses worldwide including revenues, contact information of decision makers, services, data systems, clients and other relevent data to assure minimal ramp-up time and maximum results. 

»To confidentially discuss your interests, contact us at hq@kaulkin.com or (301) 907-0840.

“There is no doubt in our minds that contacting Kaulkin Ginsberg was the best move we made.”

 Pete Nance and R.T. Caldwell,
Co-Founders of FAMS

“This would not have happened without you.  Thank you for your hard work, diligence and passion.  I often felt like you acted like you had just as much at stake as we did. You are a pro at what you do and we were lucky to have you represent us!”

Tony Michel,
President, Pinnacle Financial Group, Inc.

“From the very beginning of the process, the staff at Kaulkin was patient, understanding of the demands of daily business, educational of the process we were undertaking, and very prepared for the peaks and valleys along the way.” [Read the letter: PDF 21k]

Lance Black,
Northland Group

“Your assistance in searching, analyzing, and presenting to Teleperformance opportunities that are suitable to our rigid requirements of target companies has been greatly appreciated.” [Read his letter: PDF 252k]

Daniel Julien,
CEO, Teleperformance

LATEST BLOGS

The Mortgage Market and the Importance of Existing Home Sales

October 20, 2014

We are now more than halfway through October and that means the home buying season has more or less come to an end. Over the next two weeks, data will be released on new residential construction and existing and new home sales for September (click here). When this happens, existing home sales usually gets the short end of the stick. News outlets like to highlight new constructions and their sale pri ....
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Critical Mistakes to Avoid When It Comes Time to Sell a Business

October 14, 2014

By definition, business owners wear a lot of hats. Throughout their professional careers, owners are head cheerleaders, chief bottle-washers, disciplinarians, mentors, negotiators, even therapists. However, most business owners never sell a business until it comes time for them to sell th ....
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Important Factors for ARM Professionals Formulating 2015 Budgets and Strategic Plans

October 6, 2014

As we enter Q4, the home stretch for the year, some ARM professionals are wrapping up their strategic planning sessions and formulating their budgets for 2015. If you read the national headlines last week, you heard that September's U.S. unemployment rate fell from 6.1% to 5.9%, slipping under 6% for ....
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EVENTS

NARCA 2014 Fall Collection Conference


The Wynn, Las Vegas, Nevada
October 22nd-25th, 2014

It's never to soon to start planning for another outstanding NARCA Conference - NARCA's 2014 Fal....

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ACA Internationals 2014 Fall Forum & Expo


The Hyatt Regency San Francisco
November 5th-7th, 2014

The fun never stops in vibrant San Francisco, home to the Golden Gate Bridge, Alcatraz, Fishermans Whar....

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The 2014 Receivables Management Association conference


The Eaton Chelsea Hotel in Toronto, November 19th-20th, 2014....

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