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.
Newport Logo Stacked

10 Strategies to Finance the Growth of Your Business

Fill out the form below to download the infographic.