We deliver M&A sell-side advisory services to lower-middle-market businesses worldwide, guiding clients through the strategic and efficient sale or divestiture of their companies or assets. Our comprehensive approach includes:

• Goals: We partner with owners, management teams, and boards to define the key objectives of a sale and design a customized sell-side process to achieve them.

• Due Diligence: Perform thorough due diligence aimed at maximizing the seller’s valuation and minimizing execution risk.

• Strategic Positioning: Highlight key value drivers and craft a compelling narrative around the business.

• Global Buyer Network: Leverage our extensive global network of strategic acquirers, private equity firms, family offices, and individual investors.

• Marketing Materials: Develop polished, professional materials such as the Confidential Information Memorandum (CIM), Teaser and Management Presentations.

• Competitive Sale Process: Design a disciplined process that fosters competitive tension and creates a level playing field for buyers.

• Structuring and Negotiating: Explore optimal deal structures and lead negotiations to secure favorable terms for the seller.

• Transaction Closing: Deals can go sideways for myriad reasons. Our professional team has seen it all and knows how to take proactive steps to manage the process leading to a successful closing.

We support clients in identifying and acquiring both public and private target businesses. Beyond acting as mere intermediaries, we provide strategic guidance across sourcing, structuring, and executing acquisitions. We offer a broad range of buy-side services, including:

• Target Identification: Source, evaluate, and prioritize acquisition candidates aligned with strategic objectives.

• Initial Outreach: Engage target company owners and investors; negotiate mutual NDAs and exclusivity agreements.

• Due Diligence: Conduct thorough analysis to uncover value drivers, assess risks, and identify growth opportunities.

• Valuation Analysis: Assess financial performance and market position to support informed valuation decisions.

• Negotiation Support: Advise on deal structure, key terms, and negotiation strategy to optimize outcomes.

• Finalize Transaction: Coordinate documentation, execution timelines, and define earnouts and contingent consideration.

• Integration Planning: Prepare a customized post-acquisition integration plan to ensure a smooth transition and long-term success.

Our team leverages a global network of hundreds of private equity firms, venture capital funds, family offices, commercial banks, direct lenders, high-net-worth individuals, and mezzanine funds to raise both equity and debt capital. We partner with clients to secure funding and craft strategies that drive long-term shareholder value. Our Services include:

• Assess Capital Requirements: Determine the client's funding needs and how the capital will be allocated.

• Identify Potential Investors: Pinpoint suitable investors for the targeted funding type (debt, equity, or hybrid) and the required amount.

• Confidential Information Memorandum (CIM): Collaborate with the client’s legal counsel to create, draft, and finalize the CIM and other investor materials.

• Investor Presentations: Provide coaching and guidance to the client for effective presentations to potential investors, both individually or in groups.

• Due Diligence: Oversee the investor due diligence process, highlighting investment strengths and addressing any concerns.

• Closing the Capital Raise: Finalize the terms, conditions, and pricing with legal counsel, ensuring the definitive documentation aligns with the total number of securities to be issued.