Maximizing Value for Industrial Business Owners
Selling a business is one of the most important decisions an owner will ever make. At JDPhilips, we provide a confidential, structured, and owner-focused process designed to protect your legacy, maximize valuation, and ensure a successful transition.
With more than $1 billion in completed transactions and deep roots in the industrial sector, we bring the experience, relationships, and insight needed to tell your company’s story with clarity and conviction — the way buyers need to hear it.
Whether you’re considering a full sale, a recapitalization, or planning a multi-year succession strategy, we guide you through every step.
Who We Serve
We specialize in serving:
- Founder-led and family-owned industrial companies
- Owners planning succession or retirement
- Operators seeking liquidity after years of reinvestment
- Businesses preparing for a private equity or strategic exit
- Companies with strong customer relationships and technical differentiation
- Industrial distributors, manufacturers, service organizations, and engineered product businesses
Your business is unique — and so is the value you’ve created. Our job is to position that value in a way that drives competitive interest and strong outcomes.
Our Sell-Side Process
Initial Assessment & Valuation Guidance
We begin with a detailed understanding of your business, financials, operations, customer mix, equipment, market positioning, and growth opportunities. This allows us to provide realistic valuation expectations based on industry norms and actual buyer behavior.
Strategic Positioning & Preparation
We package your company in a way that highlights its strengths and future potential. This includes creating:
- Confidential Information Memorandum (CIM)
- Financial normalization and quality-of-earnings preparation guidance
- Market positioning and buyer-type analysis
- Operational and cultural strengths documentation
Curated Buyer Outreach
We leverage our extensive network of industrial strategics, distributors, OEMs, private equity firms, and family offices to find the right buyer — not just any buyer. Our industry focus ensures you’re speaking with groups who genuinely understand your business.
Managing the Competitive Process
Competition drives value. We coordinate interest, manage timing, control the flow of information, and negotiate on your behalf — ensuring you maintain confidentiality and leverage throughout the process.
Deal Structuring & Negotiation
With experience negotiating deals from both sides of the table, we help secure optimal terms, including valuation, rollover equity, earnouts, employment agreements, and transition structures.
Diligence Support Through Closing
We guide you through buyer diligence, assist your accounting and legal teams, and ensure momentum never slows — all the way to a successful close.
Why Owners Trust JDPhilip
We’ve been operators and acquirers — not just advisors.
You get seasoned M&A professionals who have lived inside industrial companies, integrated acquisitions, and understand how buyers think.
We know the industrial market better than anyone.
Fluid power, conveyance, automation, motion control, processing equipment, engineered products, and service/repair — these are our worlds.
We protect confidentiality at every stage.
Your employees, customers, and suppliers never learn about a sale until you choose.
We are senior-level from start to finish.
No handoffs. No junior analysts running your deal. You work directly with Jason and Ben throughout the entire process.
We tell your story the way it deserves to be told.
Buyers pay premiums for businesses they understand and believe in. We make your strengths impossible to ignore.
Your Legacy Deserves the Right Partner
Whether you’re ready to sell now or simply planning ahead, JDPhillip provides the experienced guidance and strategic clarity needed to pursue a succesful exit- on your terms and your timeline.