BUY-SIDE M&A SERVICES

We assist clients in executing buy-side acquisitions involving either an identified target or a broad-based search process. Our ability to both structure transactions and raise the necessary capital required to finance an acquisition provides clients with a valuable integrated advisory and capital raising capability. We deliver valuable advice by helping clients:

Establish Core Strategic Objectives
As part of our buy-side advisory services, we work closely with senior management to refine the company’s strategic and financial objectives to develop specific acquisition screening criteria. This is a critical process that enables us to translate high level strategic objectives into tangible target company characteristics.

Identify and Screen Potential Targets
Identifying potential acquisition targets is often a time consuming and labor intensive task. We leverage a variety of proprietary and public information sources along with our domestic and international network of relationships to conduct a comprehensive review of potential acquisition targets. Our approach of ranking potential targets on the basis of strategic fit, product offering, market presence, financial condition and overall business alignment enables owners and senior management to assess the target universe quickly and efficiently.   

Manage the Initial Approach
We take a hands-on approach in managing the initial outreach and ongoing communication with target companies. Our extensive experience in managing sell-side processes provides us with valuable insight into how to differentiate our client from other prospective buyers and how to initiate a dialog with potentially reluctant sellers.

Value and Structure the Transaction
Our experience in valuing companies and structuring complex transactions enables us to provide valuable guidance to clients in developing a proposal that will be viewed favorably by potential targets. Our ability to develop a soundly structured proposal often allows us to convince targets to consider a sale even though the final offer may not meet the target’s higher valuation expectations. 

Negotiate and Execute Transaction
Our active role in executing transactions helps to accelerate the closing process. We assist our client in undertaking its formal due diligence investigation, maintaining a constructive relationship with the target company and negotiating attractive definitive terms and agreements.