Our M&A Advisory Services

Size and industry matters. We’ll review the unique attributes and value proposition of your company and advise you which route to take—a traditional brokerage process with a listing price or a competitive auction process.

Once your advisor has a plan in place, we’ll put together an optimal and comprehensive list of potential buyers. Together, we’ll review to ensure those investors include (or exclude) participants in your industry, and present our recommendations for your final approval.

It’s not uncommon for strong, sizable companies to get 5+ indications of interest. We vet these potential buyers to make sure they are capable before providing confidential information. We then provide more and more information throughout the process while narrowing the field through multiple bidding rounds.

Our proven process is similar to how Wall Street investment banks sell billion-dollar deals—we’re invested and we’ll help structure a final deal that aligns with your goals and your buyer’s objectives.

After receiving Letters of Intent (LOI) from interested buyers, we’ll work with you to select the best offer. Once we have a signed, mutually agreed-upon LOI, the buyer’s due diligence phase begins.

This phase typically takes between 60-90 days before closing. While we are typically exclusive with a single buyer at this stage, we have agreed upon all major deal points in the LOI.