As "Buy-Side Advisors", PVB's activities include the identification and pursuit of target companies, evaluation of targets, structuring and making offers, managing acquisition due diligence, negotiating acquisition documents/contracts, and closing transactions.
As "Sell-Side Advisors", PVB's activities include: determination of potential value of the business to be marketed, identification of the buyer universe, preparation of marketing materials, management of the process of approaching identified buyers, negotiating offers from buyers, managing buyer due diligence, negotiation of transaction documents, and closing of the transaction.
For Public to Private Transactions, PVB represents small-cap and micro-cap publicly-traded companies, and investors in such companies, that may not get enough investor attention to achieve proper market valuations and justify the cost and management attention required to remain public. Activities include the evaluation and execution of "go private" transactions.
Clients of PVB Advisors in pursuit of the acquisition or sale of operating businesses include corporate owners, private equity investment firms, entrepreneurs, family offices, and corporate management teams.