Southern Anesthesia & Surgical, Inc.

A leading niche market distributor of surgically-related pharmaceuticals and supplies to specialty physicians’ offices as well as alternate site healthcare providers.

Engagement Goals

Owners sought to diversify their net worth and find a complementary partner to support the company in its next growth phase, provide continued opportunity for management and employees, and value and maintain the company’s strong, unique culture.

Engagement Process and Outcomes

Effective Positioning  – Brookwood successively conveyed the company’s unique business model, valuable customer relationships, and distinctive processes to create significant interest in the marketplace.

Strong Marketing Process – Recognizing the breadth of potential, Brookwood conducted a comprehensive, broad marketing process to allow SAS shareholders to make a well-informed, market-driven decision among multiple appealing offers.

Effective Negotiating and Excellent Transactional Results – Brookwood recommended a second round of diligence and offer feedback, which resulted in dramatic valuation increases and structure improvements.  Through this process, SAS achieved premium terms from the preferred buyer, along with the desired outcome for SAS’ management and employees.