1. Acquisition of Alexander Electric, Inc.

    Trinity Transaction Advisory, LLC (Trinity), a transaction advisory firm and a leader in privately-held merger and acquisitions in the lower middle market, is pleased to announce the recent acquisition of one of its clients’ companies, Alexander Electric, Inc., domiciled in Lufkin, Texas, by KH Commercial, LLC., Alexander Electric, Inc., a mid-size Commercial, Industrial, and Institutional Elect…Read More

  2. Advantages of Selling With a Mergers and Acquisitions Company

    If you’re a business owner thinking about selling your business, you probably think you have a pretty good handle on your industry and what the best way would be to go about selling. After all, over the years you’ve dealt with large purchases, lawyers, and negotiating. You’re all set to be the one who sells your business, right? People sell their houses “by owner,” why not a business? Yo…Read More

  3. 3 Initial Steps When You Meet With A Mergers and Acquisitions Agent

    Most of our clients have never been through the many steps associated with an acquisition. Perhaps they started the company from the ground up, or inherited it, and have no idea what and the M&A process holds. Here’s a quick rundown of what to expect in some of our initial meetings. Talking Through The Process: We want to take the time to talk to you and learn about your business. How famili…Read More

  4. Tax Implications from the Sale of Your Company

    Are you thinking of selling your business?  Has your broker discussed with you the potential tax implications associated with the transfer and how you can mitigate them?  If not, perhaps you should talk with our advisers. Selling a business could be both challenging and gut-wrenching at times, however, being prepared can help ease the process.  The following are a few issues to consider when se…Read More

  5. Preparing to Take Your Business to Market

    At Trinity Transaction Advisory, we often work directly with people who have built their business from the ground up, and help them to transition their company to investors seeking to take their businesses to new heights.  When business owner come to us feeling tentative about the process of selling their company, it is very satisfying for us to close the sale of their business while maximizing o…Read More

  6. Work with Trinity for a Discrete Business Transaction Experience

    A common concern for business owners looking to sell their company is confidentiality.  Rumors of a pending sale can impact the workplace environment causing business value to fluctuate.  The Trinity team carefully handles each step of the transaction, to prevent the leak of a pending sale.  Your experience with Trinity would be highly professional and discrete. Many owners are often disappoint…Read More