OUR STRATEGY
1
Well-Executed Process
We believe that successful M&A transactions are built on a well-executed process.
We offer M&A execution services that focuses on the critical milestones of valuation, due diligence, negotiation, and closing. Our approach is grounded in leveraging technology and expertise to streamline the deal-making process.
2
Industry-Centric
For business owners, our industry expertise offers tailored guidance and strategic insights, ensuring informed decision-making and maximizing transactional value.
Investors benefit from our ability to identify and evaluate promising investment opportunities within our core industries, facilitating strategic growth and value creation.
3
Transaction Size
With a focus on transaction size ranging from $5 million to $20 million, we guide business owners of private companies through every stage of the M&A process.
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For investors pursuing acquisition targets within our focused transaction size range, we offer strategic insights to assess the viability of these companies as investment opportunities.
SERVICES
We believe that successful M&A transactions are built on a well-executed process. We offer quick virtual M&A execution services, focusing on the four "mile markers" of a successful deal journey: valuation, due diligence, negotiation, and closing. We are committed to making M&A consulting services more accessible, affordable, and transparent.
Valuation
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Purchase Price
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Transaction Structure
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Financing Structure
- Market Analysis
- Synergy Analysis
Due Diligence
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Financial Diligence
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Operational Diligence
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Commercial Diligence
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Tax Diligence
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Legal Diligence
Negotiation
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Tactics and Timing
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Transaction Terms
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Transaction Merits
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Buyer Identification
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Target Identification
Closing
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Disclosure Schedules
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Reps & Warranties
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Deal Financing
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Third-Party Consent
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Transition Services