Mergers & Acquisitions

Facilitating and streamlining processes

to ensure an efficient, seamless transaction

We provide advisory services that allow you to focus on profitably running your core business while we shoulder the workload of potential acquisitions and divestitures to ensure an efficient, seamless transaction. Our goal is to find the best financial partners and streamline the process.

Buying – We consult with our clients to help them grow, optimize their operations and raise low-cost capital to meet their corporate objectives. Our services include:

  • Conducting a search for an appropriate acquisition
  • Facilitating the negotiation of the transaction structure
  • Assisting with preparation of a confidential investment memo (CIM)
  • Developing a financial model and projections
  • Assisting with debt and equity financing
  • Providing guidance with final negotiations and legal documentation
  • Helping to close the transaction

Selling – We help clients maximize value on the sale of their businesses by professionally managing the sale process. Our consulting services include:

  • Identifying potential buyers
  • Assisting with preparation of a confidential investment memo (CIM)
  • Contacting prospective buyers
  • Coordinating the due diligence process
  • Assisting in closing the transaction
  • Providing exit planning strategies to maximize valuation