Mergers & Acquisitions

Buying or selling a business is one of the most significant transactions an owner ever faces. An M&A deal can represent the culmination of years, if not a lifetime, of work and dedication – and questions abound.

How do I sell my business without anyone finding out? How do I promote my business to potential buyers? What is a fair valuation for the company I want to acquire? What is the best way to structure the deal?

The answers to these and many other frequently asked questions start with an experienced, professional approach and a strong network of potential buyers and partners.

We work closely with you through every step in your M&A deal:

Buying a Business Selling a Business
Conduct due diligence on the company and establish a value for the business Conduct due diligence on the company and its industry and establish a value range
Determine how much equity investment is required
Understand management’s capabilities and what gaps will exist once the operating shareholders leave Identify and validate prospective buyers and share the blind profile of the business with this group
Assess the buyer and vendor’s needs for the deal structure Qualify interested buyers and execute the Confidentiality Agreement
Structure the deal and prepare the financial model
Prepare the deal documents: Letter of Intent, Confidential Corporate Memorandum for debt or equity raise Manage Q&A submissions, first round bids, and attend management meetings with top bidders
Negotiate with vendors and debt/equity providers Negotiate and advise on Letters of Intent
Work with legal council to finalize Purchase Agreement and financing documents Negotiate the Purchase and Sale Agreement and facilitate the closing of the deal

As responsive, accessible and approachable advisors, we take the time to get to know our clients and understand their businesses when they reach this important milestone.

We build supportive, long-term relationships to help clients achieve a confident deal position with significant negotiating power. And our senior people manage the transaction personally – it is never passed on to a junior associate.