Buy Side & Sell Side Advisory Services
Having both purchased and sold businesses as an investor and in an advisory capacity has provided us with a unique perspective to be able to support a management team in these sometimes emotional, stressful, and complex transactions.
Mechanics behind the transaction
Buy Side
Buying a business can be a daunting endeavor. The mechanics behind a transaction are the same whether the price is $500,000 or $50,000,000. A professional and transparent group of advisors can have a tremendous impact on the success of a transaction. We work very closely supporting the management team with the following services:
- Understanding the “Why” behind the transaction.
- Identification of key acquisition criteria and strategy.
- Identification of potential acquisition targets.
- Initial indication of price as well as financing capacity.
- Securing financing for the transaction.
- Managing the exchange of information and documentation.
- Negotiations.
- Working closely with the transaction team (lawyer, accountant, tax) to insure a smooth closing.
A life changing decision
Sell Side
Selling a business can be a life changing decision. It can be a very emotional, stressful, and time-consuming process. It is the culmination of a lifetime of work. We work very closely with entrepreneurs and management teams throughout the sell-side process in a trusting, professional, collaborative approach. We assist with the following services:
- Understanding the “Why” behind the transaction.
- Initial indication of price and financing capacity.
- Calculation of synergies for a strategic purchaser.
- Preparation of key documentation such as the Teaser and Confidential Information Memorandum (CIM).
- Identifying and understanding the criteria to determine a list of potential buyers.
- Managing the exchange of information and documentation.
- Negotiations.
- Working closely with the different intermediaries (tax, legal, accounting) to insure a smooth transaction.
Select Transactions
Select sample of industries we have advised in
- Logistics
- Software
- Distribution
- Manufacturing
- Packaging
- Professionals
- Construction
- Plastics
- Machining