Buy-Side M&A for Business Growth

Delivering accretive, off-market, not-for-sale companies for maximizing inorganic business growth.

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Buy-Side Mergers and Acquisitions

Delivering a steady pipeline of off-market, “not for sale” acquisition targets.

Inorganic growth through strategic horizontal and vertical acquisitions is no easy task. Middle-market organizations looking toward buy-side acquisitions as a growth strategy can benefit greatly from using outside M&A advisory assistance in sourcing, vetting, financing, closing and integrating targets that meet their internal investment mandates.

Building Accretive Value

The ideal scenario for a successful buy-side M&A engagement includes the delivery of multiple companies that are not currently for sale. This pre-emptive approach ensures the elimination of price competition among multiple offers from other strategic and financial buyers. As the saying goes, “you make your money on the buy.”

A complete buy-side process ideally delivers multiple buy-side target choices sourced and presented to you—the interested buyer. This is in start contrast to the more common passive approach toward deal sourcing wherein individual deals are presented one at a time.

By utilizing advanced technology, seller data and the right predictive analytics for buy-side success, we help to deliver accretive deals, adding to overall enterprise value. In doing so, our processes help ensure access to the most relevant information including real-time data updates; greater access to more buyer data; increased speed of sourcing and quality, compressed due diligence.

Our Process

Our basic buy-side merger and acquisition process
for optimal inorganic growth.

Simplicity + Sophistication

Simplicity is the ultimate sophistication

Our Clients

Our buy-side merger and acquisition clients include middle-market companies with TTM revenues greater than $10M, family offices, private equity groups and independent sponsors. The respective buy-side mandates of each group can vary widely. Consequently, we work directly with our clients to tailor the acquisition strategy, matching it with the relevant buyer profile. Our services can be geared toward providing sourcing, courting, due diligence, closing and integration resources for active buyers looking to source that single blockbuster deal or for those looking for more regular add-on or bolt-on acquisition target opportunities.

Our Tools

As part of our tech-enabled buy-side process, we utilize custom-built customer relationship management (CRM) software, project manager applications, marketing automation and deal research/tracking tools for maximizing outcome probability. As a result, we not only are able to provide more transparency and accountability to the overall process, but we can do so in a real-time fashion. For instance, client buyers can login to our advanced system and get active feedback and data regarding recent target outreach for relevant sellers.

Transaction Financing

Shoring-up Debt & Equity Financing for M&A

While the most active business buyers typically have at least some equity to make meaningful purchases, it is rare that all acquired deals are done with 100% equity. In fact, the most active buyers are regularly sourcing financing from various outside sources including public and private debt and mezzanine funds. In addition, some deals may also require the inclusion and round-out of some portion of equity to complete a transaction.

We also work with individual and corporate buyers in sourcing the proper financing for their next single or series of acquisition targets, filling the capital stack with the financing required to close more quality mandates.

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