M&A Advisory

Sell-side services:

When engaged on a sell-side transaction, our services typically consist of the following:

  • Valuation consideration and advice
  • Preparation of Confidential Information Sales Memorandum
  • Development of marketing strategy and the targeting of buyers
  • Assistance in due diligence process
  • Assistance in negotiating and closing transaction

Buy-side services:

We also regularly represent buyers of businesses to help our clients accomplish their goals of business ownership and financial success. While our role in buy-side engagements varies somewhat from transaction to transaction, our services typically consist of some or all of the following:

  • Identification of potential targets and level of interest
  • Establishment of contact and participation in ongoing communications and negotiations
  • Analysis and assistance in structuring transaction, arriving at purchase price and sourcing financing
  • Assistance in due diligence and closing transaction