M&A Illustration

We engage in significant pre-market activity. We:

• Commence detailed discussions focusing on the owner’s goals.
• Design the M&A market strategy to fulfill the owner’s goals.
• Select the best M&A team comprised of financial, market, and legal third-party providers.
• Act as a Coordinating Force for all parties, establishing EQUAL FOOTING for clients with the well-honed M&A teams of powerful buyers and investors.
• Engage in exhaustive analysis and presentation of financial, market, legal and industry-specific concerns.
• Prepare The Book describing the entirety of the company and giving form to the company’s substance.
• Build the data-room.
• Review all materials, goals, and the strategy with the owners before market engagement.

A strategic approach and expertise empowers us to bring the best prospects and reduce the inherent risks of ill-defined auctions. We:

• Design refined processes, “making the market” for our clients by defining our clients to the market.
• Select participants that we have screened and run thorough diligence checks.
• Market strategy determines the process breadth.
• Make initial contacts through confidential no-name summaries.
• Obtain confidentiality agreements.
• Issue Process Letters, defining timing and rules for participation.
• Distribute materials and manage data-room.
• Manage meetings and discussions with management.
• Call for and negotiate detailed Letters of Intent (LOIs). We excel in this area as we demand, and obtain, detailed LOIs that generally have terms not otherwise seen in the market.

Discipline, coordination, and a strategy from the start better assures an efficient close. We:

• Manage confirmatory diligence, including all parties from buyers to all third-party providers.
• Work directly with the legal team, with whom we likely have a long-history and working relationship.
• Negotiate in real time economic and legal matters (purchase agreements, employment agreements, non-competes and others).
• Demand that parties adhere to agreements laying out the timing of all simultaneous activities.
• Create Funds Flow documents.
• Monitor working capital.
• Manage disclosures and R&W insurance demands.
• CLOSE.

We engage in significant pre-market activity. We:

• Commence detailed discussions focusing on the owner’s goals.
• Design the M&A market strategy to fulfill the owner’s goals.
• Select the best M&A team comprised of financial, market, and legal third-party providers.
• Act as a Coordinating Force for all parties, establishing EQUAL FOOTING for clients with the well-honed M&A teams of powerful buyers and investors.
• Engage in exhaustive analysis and presentation of financial, market, legal and industry-specific concerns.
• Prepare The Book describing the entirety of the company and giving form to the company’s substance.
• Build the data-room.
• Review all materials, goals, and the strategy with the owners before market engagement.

A strategic approach and expertise empowers us to bring the best prospects and reduce the inherent riskes of ill-defined auctions. We:

• Design refined processes, “making the market” for our clients by defining our clients to the market.
• Select participants. Market strategy determines the process breadth.
• Make initial contacts through confidential no-name summaries.
• Obtain confidentiality agreements.
• Issue Process Letters, defining timing and rules for participation.
• Distribute materials and manage data-room.
• Manage meetings and discussions with management.
• Call for and negotiate detailed Letters of Intent (LOIs). We excel in this area as we demand, and obtain, detailed LOIs that generally have terms not otherwise seen in the market.

Discipline, coordination, and a strategy from the start better assures an efficient close. We:

• Manage confirmatory diligence, including all parties from buyers to all third-party providers.
• Work directly with the legal team, with whom we likely have a long-history and working relationship.
• Negotiate in real time economic and legal matters (purchase agreements, employment agreements, non-competes and others).
• Demand that parties adhere to agreements laying out the timing of all simultaneous activities.
• Create Fund Flow documents.
• Monitor working capital.
• Manage disclosures and R&W insurance demands.
• CLOSE.