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
Timeline: 4 to 6 Months
Phase 1 2 Weeks
- Timing
- Valuation
- Process
Phase 2 6 - 8 Weeks
2 Weeks
- Marketing materials
- Buyers / Targets identification
4 Weeks
- Contact buyers using our industry networks
2 Weeks
- Preliminary review and screening
- Negotiation
Phase 3 4 - 6 Weeks
4 - 5 Weeks
- Coordinate
- Confirmation of offer
1 - 2 Weeks
- Review alternatives
- Recommend course of action
Phase 4 4 - 6 Weeks
- Definitive agreements
Phase 1
Phase 2
Phase 3
Phase 4
- Timing
- Valuation
- Process
- Marketing materials
- Buyers / Targets identification
- Contact buyers using our industry networks
- Preliminary review and screening
- Negotiation
- Coordinate
- Confirmation of offer
- Review alternatives
- Recommend course of action
- Definitive agreements
Strategic Advice
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