Mergers & Acquisitions
- Confirm client objectives
- In-depth due diligence to identify key value drivers
- Tailored marketing process to maximize the probability of achieving the desired outcome
- Development of compelling marketing materials that highlight key company attributes
- Approach the right set of potential financial or corporate buyers
- Manage buyer due diligence to minimize management distractions and disruption to the business
- Work closely with your legal counsel to negotiate the best outcome; a combination of price and contract terms
- Achieve a timely transaction close
- Our preferred approach is to work with clients well in advance of a potential transaction
- We do this through a comprehensive Strategic Evaluation that includes recommendations for maximizing long-term value
- This approach enables us to develop a more complete understanding of our client’s strengths and results in better outcomes
- Our Strategic Evaluations are customized to address unique client circumstances and objectives
When representing buyers, we provide buy-side advisory services including initial contact, valuation, deal structuring, and negotiations.
We assist clients in raising private capital from institutional sources to fund growth opportunities and strategic acquisitions.
We assist business owners in accessing the private capital markets to achieve partial liquidity, while retaining a meaningful equity stake in the business to participate in future growth.
We provide fairness opinions and valuations to business owners, boards of directors and special committees.
We Work With
We want to work with you.
Contact us to learn how we can assist in maximizing the value of your business.