M&A Advisory

For the Automotive Services Industry

Financial advisor explaining data on paper.

Our M&A Advisory Services

Caruso & Co. is a premier mid-market investment bank dedicated to delivering Wall Street-level expertise to the aftermarket automotive services sector. We offer tailored, comprehensive sell-side M&A advisory services designed exclusively for this industry.

Our Process

Caruso & Co. brings a formal, professional bulge bracket investment banking process to the automotive services mid-market. While every company and transaction is unique, a disciplined approach is essential to achieve the best results.

Understanding

The first step in our process is understanding your goals and motivations and the details and specific that make your company unique.

Valuation

At Caruso & Co. we consider it our duty to not only educate our prospective clients of what their company is worth, but also why as well. Our team conducts in-depth valuation, working with you to ensure that everything is understood, captured, and being given the credit.

Deal Execution

Caruso & Co. handles everything you would expect from a top-tier investment bank. From preparation of the data room, to the hand curation of the process participant list, to the development of CIMs and Teasers.

Negotiations and Structuring

Negotiation toward the achievement of optimal terms is a very large portion of your successful sell-side process. Our decades of experience in Capital Markets and Corporate Finance allow Caruso & Co. to be the most effective representation throughout negotiations.

Diligence and Closing

Once we choose the best offer to move forward with, Caruso & Co. takes the lead every step of the way through to transaction closing. Running a mid-market automotive services company is demanding enough; we’ll handle the rest.

Frequently asked questions

What types of automotive businesses does Caruso & Co. work with? 

We work specifically and narrowly within a sub-vertical of the automotive industry; specifically the mid-market aftermarket automotive services arena. This includes car dealerships, convenience stores, gas stations, and tire retailers.

How long does the M&A process typically take? 

The timeframe for M&A transactions varies depending on the complexity of the deal. On average, transactions can take several months from start to finish, depending on the size and specific circumstances of the business. 

Ready to Start a Conversation?

Contact us today to discuss what Caruso & Co.’s sell-side M&A advisory services could look like for your Company.

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