Developing Innovative Strategies

SMART MOVES, BETTER DECISIONS

Courtyard of  Hospital

M&A SELL-SIDE ADVISORY SERVICES

Our M&A sell-side advisory services are designed to provide our clients unbiased advice with respect to their business’s current value, ways to improve its value, evaluation of exit alternatives, and sourcing of potential buyers.

We provide thoughtful representation to our clients at every stage of an M&A transaction. Our experience has taught us that successful deals result from a thoughtful, customized, and multi-faceted transaction process that maximizes value and financial consideration, while minimizing risk for the client.

 Our sell-side M&A engagements typically involve:

  • Defining M&A objectives and performing a valuation analysis;

  • Assisting in the preparation of a thorough, confidential memorandum which best presents the prospects and opportunities offered by the business to potential acquirers;

  • Identifying a comprehensive list of potential strategic and financial buyers, including potential cross-border M&A counterparties;

  • Overseeing management presentations and the due diligence process;

  • Working with the client’s attorneys and accountants to anticipate and manage potential issues that may arise during the transaction process;

  • Negotiation and structuring of a transaction to achieve the best possible price and terms; and

  • Providing whatever assistance is needed to achieve our client’s objectives.

 Outline of a Typical Sales Process:

   Pre-engagement:

  1. Sign an NDA and have a preliminary discovery call

  2. Preliminary valuation – prior to any engagement, we review the company’s operations and conduct a comprehensive preliminary valuation

  3. We normally meet in person to present a customized proposal to consider including proposed pricing

  4. Sign engagement letter

   Engagement:

  1. Pre-market – during this stage we build out the financial models based on a detailed growth plan, prepare the marketing material, the buyers list, the data-room and conduct our own due diligence to identify items and potential solutions we believe may be issues raised by buyers

  2. In-market (details outlined below) – during this phase we have multiple discussions with potential buyers/investors/partners. Once initial offers are received, we work with you to narrow down the list of interested parties that need to get access to further information in order to prepare a Letter of Intent (LOI).

  3. Post-LOI – hopefully we are able narrow down candidates to one party, where we work with you and your legal/accounting team to finalize a deal and close a transaction.

Sell-Side M&A for Value Maximization

Most advisors in mergers and acquisitions (M&A) are transaction focused. They’re not in it with you for the long haul. In most cases, they simply want to sell the business and take their fee. That is, after all, how they make most of their money. Entrepreneurs selling their business can often times feel like they are performing a juggling act and it may seem as if there are too many things to keep an eye on. This is actually another one of those very important sell side considerations. An experienced boutique M&A firm can be the extra set of hands the entrepreneur needs to maintain the company’s financial performance while also executing a successful sale. 

Accurate, Reliable, and Organized

We take charge of selling your business, guiding the process from valuation to close. We reach out to hundreds of potential buyers, including strategic acquirers and private equity funds. We advocate strongly for you and your shareholders, aggressively finding the best price and terms.

 

CONTACT

Thanks for submitting!