We help you sell your business using our fully-integrated, sell-side M&A transaction advisory process - everything included to prepare you for a sale.
Why us?
✓ Expert-led financial intelligence, modeling, and valuation
✓ Fully-integrated, white-glove process with you at the center
✓ Transparent advisory with speed and accuracy as core values
A suite of highly personalized services integrated into one team to help you from start to exit
A comprehensive mapping of potential strategic, hybrid, and financial buyers tailored to your business based on industry vertical, company size, and desired transaction outcomes.
Interactive, diligence-ready 3-statement financial models built to withstand rigorous buyer scrutiny and streamline your transaction process.
Professional confidential information memorandums (CIMs), teasers, and pitch decks designed to showcase your business's value proposition to qualified buyers.
Detailed analysis of precedent transactions in your industry, providing insights into valuation drivers and Revenue/EBITDA multiples to inform your sale strategy.
Comprehensive research into your sector's market dynamics, competitive landscape, and key trends that impact valuation and buyer interest.
Customized approach strategies for engaging with specific buyer types, maximizing competitive tension and optimizing transaction outcomes from thesis through close.
The complete exit roadmap - 19 steps from first meeting to wire transfer
What are your valuation expectations and ideal deal structure?
What synergies matter most with an ideal partner and what are your deal-breakers?
Understand typical EBITDA (or Revenue) multiples from recent deals to validate or adjust valuation expectations.
Build a list of Financial, Hybrid, and Strategic buyers with clear rationale for fit. We'll refine this list together to prioritize the best potential partners.
Create a Teaser, CIM, overview email, and QoE-ready financial model (which also helps align expectations with market realities).
Determine ideal contacts and their contact information for outreach.
Send blinded teaser and personalized email to each target contact.
Secure NDAs before sharing confidential information.
Provide the CIM to interested parties post-NDA for review.
Answer questions about the business, CIM, and financials. Share the blinded financial model with seriously interested parties.
Provide detailed responses to help buyers prepare indications of interest, while keeping sensitive information (customers, partners, etc.) confidential.
Outline what a written indication of interest should include and set a submission deadline.
Provide detailed information for in-depth diligence, prepared in advance.
Show how your business operates and what makes it unique—the "secret sauce" and leadership approach behind your success.
Request Letters of Intent with specific deal terms and set submission deadline. This outlines expectations for exclusivity and other key details.
Select the buyer with the best likelihood of success and strongest LOI terms. Grant exclusivity, typically for 45 days or less.
The buyer hires external experts (Legal, Tax, Financial, Technology, Operations, Commercial, etc.). We facilitate their requests and provide information not already in the data room.
After diligence, finalize valuation and deal terms. Legal counsel will prepare and review the agreement and schedules.
Ensure all funds are received (by wire transfer) prior to celebrating your successful exit!
We are a team of former entrepreneurs and corporate M&A advisors, specialized in providing clients with a premium high-touch advisory service
We'll discuss your goals, timeline, and exit readiness
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