Mergers & Acquisitions

Entre­preneurial Exits can represent the great “harvest” of one’s life work.

While the process can be an emotional roller coaster, it can also be an exciting time as you close one chapter and look to the next. When it comes time to sell, having the right advisor by your side is critical to maximizing the value of a business that may have taken a lifetime to build.

We work with owners and CEOs in the sale of their businesses. By implementing an enhanced process we help our client’s maximize value across the numerous industries and verticals. Whether you are pursuing a sale to a family member, partner/management buyout, strategic/financial acquirer, or as part of a planned exit strategy we will work with you hand-in-hand to accomplish your goals.

Our value-add sell-side M&A services mean we take a holistic approach to achieve the financial goals, involving:

  • Strategizing and advising on maximizing business value and market timing
  • Formulating a high-level business valuation for internal discussions
  • Creating executive summaries, pitch decks, or marketing materials as needed
  • Developing a targeted prospective buyer list for outreach
  • Running broad process to present business opportunity to interested acquirers
  • Managing, tracking, and reporting all communications with potential buyers
  • Establishing virtual data room and overseeing the due diligence process
  • Negotiating with buyers on structure, timing, pricing, and conditional terms
  • Facilitating interaction with third party advisors and closing of a transaction
  • All Industries & Verticals
  • Minority/Majority/100% Sales

An advanced M&A process for selling your business

Our value-added Sell-Side M&A services mean we take a holistic approach when assisting our clients achieve their strategic and financial goals.

Valuation & Initial Engagement

Understanding business value and strategic positioning within the relevant market of the business is paramount to a successful deal closing. We work with owners and their accountants to formulate a business valuation based on relevant comparables and industry multiples that best match your specific industry niche. We then discuss target prices based on least and most likely M&A scenarios. Initial engagements can include mock due diligence and vetting of the company by the advisor. The company and its shareholders will also perform thorough due diligence and reference checks on the representing agents to the transaction to ensure their business is properly represented from beginning to end.

Offering Memo & Deal Positioning

Once the client has engaged us for M&A consulting, we work directly with business sellers to formulate what is often referred to as the “Pitchbook,” “the book,” “Confidential Marketing Memorandum (CMM)” or “Confidential Information Memorandum (CIM).” The creation of the book is a crucial component in the deal-making process as it represents the most comprehensive description of all the business has to offer a potential buyer. It should include everything from employees to financials to future opportunities for growth and expansion.

Buyer Selection & Outreach

We perform two crucial steps at this juncture of the process. First, we formulate a short-list of potential strategic acquirers–those willing to pay the most in an M&A scenario. We combine the strategic short list with a broad list of other financial investors as well.

Negotiation & Value Enhancement

Expert negotiations are the key sticking point between advisors that get a deal done and those that exceed expectations in M&A.

Due Diligence & Closing

Once we determine the buyer for the company, we work quickly to ensure due diligence and deal closure are completed shortly thereafter.


How Our Process Delivers Value Expert M&A Support

We’ll work closely with you to negotiate a successful transaction, all while ensuring your confidentiality is never compromised. Our goal is to ensure a successful sale while simultaneously helping our clients enjoy the highest possible value for their company.

Not sure if it’s the right time to sell? We also offer support and guidance – built on factual data and analysis – to help you determine the best time for you to exit your company.

When it comes time to divest your company interests, giving you the freedom to move to other areas, there are countless details inherent in the process that require the help of knowledgeable professionals. Starting the process can be time consuming and drawn-out, especially if you are looking to receive the highest return possible. Many privately-held companies are attached to the owners and founders by a special bond. Those who have helped to make them what they are today sometimes don’t initially realize the emotional aspects of completing the deal. While the process of handing over the business to the succeeding generation can be a difficult and often emotional challenge, we work with you to ensure you are able to make the transition as smooth as possible.

We are focused on providing strategic advice and transaction services to owners of middle-market companies. Whether you are looking for outstanding results in a succession planning exit, or finding strategic buyers for healthy, rapidly growing companies seeking a partner to provide scale, we find that right buyer.