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Intelligent Advice Delivered With Integrity, Honesty And Above All, Loyalty To Our Clients.

A thorough and disciplined M&A strategy and sales process drives superior results. As your M&A advisor we work alongside the shareholders, management and legal/tax advisors from start to close.

M&A

Acquisitions

  • We identify and contact targets, undertake preliminary due diligence and valuation, assist in formulating offers, coordinate due diligence and structure transactions
  • We remain committed from initiation to closing

Divestiture or Sale Transactions

  • We recommend financial and strategic alternatives
  • Advise on timing and process
  • Manage the sales process including valuation, contacting buyers, preparation of information memoranda, negotiation and coordination of due diligence

Timeline: 4 to 6 Months

Phase 1 2 Weeks

Busniness Review
  • Timing
  • Valuation
  • Process

Phase 2 6 - 8 Weeks

Preparation
2 Weeks
  • Marketing materials
  • Buyers / Targets identification
Marketing
4 Weeks
  • Contact buyers using our industry networks
Obtaining Offers
2 Weeks
  • Preliminary review and screening
  • Negotiation

Phase 3 4 - 6 Weeks

Due Dilligence
4 - 5 Weeks
  • Coordinate
  • Confirmation of offer
Selection Of Offer
1 - 2 Weeks
  • Review alternatives
  • Recommend course of action

Phase 4 4 - 6 Weeks

Closing
  • Definitive agreements

Phase 1

Phase 2

Phase 3

Phase 4

Busniness Review
  • Timing
  • Valuation
  • Process
Preparation
  • Marketing materials
  • Buyers / Targets identification
Marketing
  • Contact buyers using our industry networks
Obtaining Offers
  • Preliminary review and screening
  • Negotiation
Due Dilligence
  • Coordinate
  • Confirmation of offer
Selection Of Offer
  • Review alternatives
  • Recommend course of action
Closing
  • Definitive agreements
2 Weeks
6 - 8 Weeks
2 Weeks
4 Weeks
2 Weeks
4 - 6 Weeks
4 - 5 Weeks
1 - 2 Weeks
2 Weeks
Timeline: 4 To 6 Months

Strategic Advice

We answer questions:

  • How do we get ready to sell?
  • What is the most efficient manner to grow by
  • acquisition?
  • Can I obtain financing?
  • Should I "take chips off the table"?
  • When is the right time to sell?
  • Do I have the right capital structure?
  • What is my business worth?
  • What multiples are being paid?
  • Who are the buyers?

We answer these questions and many more. As long term advisors we guide clients through the changing corporate finance and M&A markets.

Capital Raising

We assess your capital needs and present a range of market based alternatives and the risk/cost profile of each.

Based on your objectives we source the required capital. This includes:

  • Preparation of marketing materials
  • Approaching capital sources
  • Soliciting, reviewing and negotiating term sheets
  • Coordinating due diligence
  • Managing the closing of the financing