Mergers & Acquisitions
Buy Side Advisory
Buying a business can be a daunting endeavor. The mechanics behind a transaction are the same whether the price is $500,000 or $50,000,000. A professional and transparent group of advisors can have a tremendous impact on the success of the transaction. We work very closely supporting the management team with the following services:
- Understanding the "Why" behind the transaction
- Identification of key acquisition criteria and strategy
- Identification of potential acquisition targets
- Initial indication of price as well as financing capacity
- Securing financing for the transaction
- Managing the exchange of information and documentation
- Negotiations
- Working closely with the transaction team (lawyer, accountant, tax) to insure a smooth closing
Sell Side Advisory
Selling a business can be a life changing decision. It can be a very emotional, stressful, and time-consuming process. It is the culmination of a lifetime of work. We work very closely with entrepreneurs and management teams throughout the sell-side process in a trusting, professional, collaborative approach. We assist with the following services:
- Understanding the “Why” behind the transaction
- Initial indication of price and financing capacity
- Calculation of synergies for a strategic purchaser
- Preparation of key documentation such as the Teaser and Confidential Information Memorandum (CIM)
- Identifying and understanding the criteria to determine a list of potential buyers
- Management of information and documentation
- Negotiations
- Working closely with the different intermediaries (tax, legal, accounting) to insure a smooth transaction.
