About BiggsKofford Capital
BiggsKofford Capital is a boutique investment banking firm that provides tailored M&A advisory services to the middle market companies ranging in $10m – $150m of value.
Since 2000, our team of experts has assisted our lower middle market clients navigate over 300 merger, acquisition or sale transactions.
The BiggsKofford Capital team takes an individualized approach to each client and situation, realizing that each deal is unique.
Securities transactions administered through Hamilton Grant LLC, Member FINRA, SIPC. BiggsKofford Capital and Hamilton Grant LLC are unaffiliated entities.
Our services include:
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About BiggsKofford CPA Firm
BiggsKofford is a boutique CPA firm located in Colorado since 1982. We go beyond traditional compliance services to provide our clients with a full range of services designed to help them achieve their financial goals:
- Founded in 1982
- Focus on closely held businesses
- Provides traditional and non traditional services
- Forward Thinking approach to help clients through all phases of their business life cycle, including acquisition, growth and exit.
The BiggsKofford Model
Your BiggsKofford Capital Team
Chris Blees, CPA, CM
President / Managing Director
- 20+ years of mergers and acquisitions experience
- Specializes in deal structuring and negotiations
- Lead Instructor for National M&A
- Certification Program (CM&AA)
- Co-Author of Wiley Publishing’s Middle Market M&A Handbook
- Series 7 and 79 Licensed
Austin Buckett, ACA, CM&AA
Managing Director
- 20+ years of mergers and acquisition experience
- Specializes in the marketing process, locating buyers, due diligence and post closing integration issues
- Chartered Accountant (ACA), Certified M&A Advisor (CM&AA)
Nick Phillips, CPA, CM&AA
Vice President
- 9 years CPA experience, 5+ years specific to mergers and acquisitions
- Specializes in the marketing process, locating buyers, due diligence and post closing integration issues
- Certified Merger & Acquisition Advisor (CM&AA)
- Certified Public Accountant (CPA)
Emily Ratcliffe, CPA
M&A Analyst
- 13 years CPA experience in various industries (Healthcare, IT & Consulting, Transportation)
marketing process, locating buyers, due diligence and post closing integration issues - 5+ years experience in Business Development and Relationship Management
- Chartered Professional Accountant (CPA)
Advisor Options
There are 2 main types of advisors that specialize in managing aspects of a sale transaction. They consist of Business Brokers and Investment Bankers.
BiggsKofford Capital is a boutique firm that specializes in providing a CFO Solution specific to M&A transactions of privately-held middle market clients that may not have a CFO experienced in M&A, institutional owners, audited financial statements and other attributes that are often preferred by larger Investment Banks.
We also offer support to M&A transactions of middle market clients that do not need a full-service M&A broker; such as management buyouts, peer mergers, family transfers, or transactions with parties that were independently identified.
The Devil is in the Details
In addition to helping maximize the purchase price, we pay close attention to the detailed terms in a transaction. Middle-Market deals contain many elements that can significantly impact value. Our approach includes negotiating all these details to maximize the overall value.
Commonly negotiated deal points – OTHER than Value
Value of an M&A Advisor – More than a “Finder”
We survey clients after transactions are complete to ask what they valued most about our services. You might be surprised to learn that finding the buyer wasn’t the most valuable part of the process.
Value of an Advisor – all the way to Closing
The value of a Company will be impacted throughout the selling process, both before and after an offer is negotiated. We understand it is equally important to create value before the offer AND then maintain value through a structured process leading to Closing:
Selected Transactions
Securities transactions administered through Hamilton Grant LLC, Member FINRA, SIPC. BiggsKofford Capital and Hamilton Grant LLC are unaffiliated entities.
