We combine our transactional experience, knowledge of the middle market, in-depth research capabilities and broad network of relationships to provide the highest level of merger and acquisition sell-side advice. Our ultimate goal is to achieve the highest price, best terms and multiple strategic options for our clients.
For each client, we develop a customized approach based on goals, expectations, time frame and market conditions. Although every transaction is unique, we fundamentally approach each in a similar way:
– Analyzing the Business
– Valuing the Business
– Designing a Marketing Strategy
– Packaging and Presenting the Business
– Optimizing Tax Consequences
– Contacting and Screening Potential Buyers
– Managing Due Diligence
– Conducting Negotiations
– Analyzing and Responding to Offers
– Coordinating the Closing
