PRIVATE COMPANY ADVISORY
For owners considering the sale of an established company.
Sterling Concord advises a limited number of owners through the preparation, positioning, and confidential sale of established private companies.
Houston, Texas
Not every company should enter the market.
A sale process should begin only when the business is prepared, ownership objectives are realistic, and a credible buyer market exists.
Sterling Concord evaluates those conditions before recommending an engagement. In some circumstances, the right advice is to strengthen the company, address an important issue, or wait.
The strongest transactions are built before approaching the market.
Who We AdviseSELECTED ENGAGEMENTS
Established companies with a credible case for acquisition.
Sterling Concord considers businesses prepared for serious buyer review.
Suitable companies generally possess:
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Sustainable earnings supported by reliable financial information.
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Transferable operations and commercial relationships.
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A defensible position within their market.
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A credible rationale for strategic or financial buyers.
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Ownership prepared for a disciplined transaction process.
The firm is most closely aligned with industrial, energy, and business-services companies, while evaluating each opportunity on company quality, transaction readiness, and acquisition rationale.
Industry is relevant. Buyer logic is decisive.
See Who We AdvisePreparation before promotion.
A buyer must be able to understand the company, verify its performance, and see a compelling reason to act.
Sterling Concord works with ownership to identify the company’s sources of value, anticipate likely concerns, and develop a clear and supportable transaction narrative.
Careful preparation allows the company to enter the market with greater clarity, credibility, and control.
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Assess
Determine readiness, ownership objectives, financial quality, transferability, and probable buyer interest.
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Prepare and Position
Organize the information, address weaknesses, and articulate why the company matters to the right buyer.
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Approach
Contact a controlled group of qualified potential buyers with the owner’s approval.
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Negotiate and Complete
Evaluate offers, preserve leverage, coordinate diligence, and advise ownership through closing.
The objective is not broad exposure. It is credible interest from qualified parties.
Explore Our Approach
A company must be understood before it can be represented.
Justin Lurie directs each accepted engagement and remains personally involved from the initial assessment through buyer strategy, negotiation, and closing.
His background spans corporate strategy, finance, private-company analysis, and executive leadership as Chairman of API Houston.
Sterling Concord coordinates closely with the owner’s legal, tax, and accounting advisers and brings in additional industry expertise when appropriate. Responsibility for the advisory relationship remains direct.
For many owners, a company sale is both a financial decision and a personal transition. Employees, legacy, timing, and the owner’s future role may matter alongside price.
LeadershipDiscretion and control are conditions of the process.
Buyer outreach should be limited, deliberate, and appropriate to the company.
Sterling Concord works with ownership to determine which parties may be approached, what information may be disclosed, and when greater access is warranted.
Information is shared in stages. Prospective buyers are qualified. Ownership remains informed and retains authority over the parties approached, offers considered, and decisions made.
CONFIDENTIAL REVIEW
A private conversation begins with mutual fit.
Sterling Concord reviews prospective engagements for company readiness, owner alignment, credible buyer interest, and whether the firm is positioned to give the process the attention it requires.
Initial information is treated discreetly and reviewed solely to determine whether an introductory conversation would be worthwhile.
For professional referrals and other inquiries: JLL@SterlingConcord.com
Submission of information does not create an advisory relationship. Formal services begin only under a written engagement agreement.