Case Study

Successfully Positioning & Selling a Structural Steel Fabrication Company

Shaking hands


  • The company’s founders wanted to:
    • Position the company for a timely sale
    • Provide for the exit of the founders within a short time frame
    • Take care of their management team and employees


  • Two Newport partners served as the exclusive financial advisor to the company
    • Preliminary valuation expectations were set with the founders
    • Transaction sale documents were developed (teaser, CIM, updates)
    • Due diligence materials were prepared and managed in virtual data room
    • A buyer list was developed and a sales strategy was executed


  • Newport partners ran the sales process and executed the transaction on favorable terms
    • Newport managed the entire sales process virtually due to the ongoing pandemic and was able to close the deal on time
    • The founders were pleased with the sales process and have moved on to their next chapter in life.