MERGERS & ACQUISITIONS
(M&A)
The ideal profile for a transactional advisory client is:
Business owners that desire to sell their business immediately;
Business owners that have been approached about selling their business by a third-party;
Business owners that are selling their business and already have a buyer; or
Business owners that have identified a business they want to buy.
SELL-SIDE PROCESS
Business Valuation & Analysis (60-90 days):
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Business valuation conducted
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Detailed analysis of key financial metrics performed
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Seller goals & objectives for a potential transaction evaluated
Transactional Advisory:
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Confidential marketing process initiated
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Market research
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Analysis of potential suitors
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Selection of strategic and financial buyers for suitor outreach
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Negotiations of transaction structure
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Final due diligence is performed and transaction is closed
BUY-SIDE PROCESS
Target Evaluation & Assessment (30-60 days):
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Establish clear acquisition criteria, including geography and company characteristics
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Confidential outreach process initiated
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Financial analysis and valuation materials for targets produced
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Operations analysis and overview of business completed
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Client decision
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Transactional Advisory:
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Assists with and delivers the terms of proposed offer
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Negotiates final terms and structure with target
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Confirmatory due diligence and transaction documentation produced prior to closing