[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]STRATEGY IDENTIFICATION[/custom_font]

Initial client meetings include a detailed look at the ideal target acquisition candidate as well as the appropriate transaction profile(s) that meets the growth objectives of client shareholders

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]RESEARCH[/custom_font]

Using both proprietary and extensive market data sources, our team works to provide exhaustive research on the universe of potential targets that meet the transaction criteria of our client business.

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]TARGET SELECTION[/custom_font]

The target list is winnowed with the help of our client to prioritize and divide acquisition lists based on appropriate target tiers, including those that align most readily with the client’s initial target growth strategy. All target lists are uploaded to the client M&A CRM.

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]DOC DEVELOPMENT[/custom_font]

Supporting marketing and deal documentation is crafted and prepared for dissemination to the various targets and target stakeholders incident to a transaction.

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]DEAL MARKETING[/custom_font]

Engaging with targeted sellers at each tier of the intended buyer list is performed directly with investment bankers on the deal team through direct phone, email, mail and social media outreach. All outreach is recorded and tracked within client deal instance.

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]DATA ANALYSIS [/custom_font]

While under strict client and target mNDA, data collection on the target begins including detailed financial performance metrics,
operational details, general transaction structure preferences and timelines for deal close.

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]MAKE OFFERS[/custom_font]

Company valuation, deal structure, timing and other ancillary deal terms are included in both an initial written Indication of Interest (IOI) and/or Letter of Intent (LOI) which is subsequently presented to the buyer.

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]DEAL NEGOTIATION [/custom_font]

Finer deal points and items of negotiation are discussed with client and would-be seller. We work directly with the buyer on assisting through detailed negotiations on both the LOI and Purchase & Sale Agreements.

[custom_font font_family=”Montserrat” font_size=”30″ line_height=”36″ font_style=”normal” text_align=”center” font_weight=”700″ text_decoration=”none” text_shadow=”no” letter_spacing=”1″ color=”#ffffff”]DUE DILIGENCE + CLOSING[/custom_font]

We help push toward close by managing many items relative to due diligence, including working with internal and external stakeholders to the transaction across the virtual data room (i.e. lawyers and accountants) to ensure the deal closes as intended.

[action full_width=”yes” content_in_grid=”yes” type=”normal” text_font_weight=”300″ show_button=”yes” background_color=”#1b6270″ button_text=”Our Pricing” button_text_color=”#ffffff” button_border_color=”#5e8791″ text_size=”15″ padding_top=”56″ padding_bottom=”66″ button_hover_text_color=”#1894ba” button_hover_background_color=”#ffffff” button_hover_border_color=”#ffffff” button_link=”/pricing/”]Learn more about our pricing options for expert buy-side M&A advisory or get a proposal today[/action]
REGISTER