M&A – Sell Side Perspectives

  • Requires a complete understanding of the Seller’s goals and objectives
  • No cookie cutter process. Every client is different so process must be customized to clearly address individual company goals and objectives
  • Realistic and achievable expectations result from a market-based approach to business valuation
  • A structured, well-organized and controlled sales process including both strategic and financial buyers
  • Select the appropriate selling methodology to maximize results:

    ► Negotiated sale versus controlled auction

    ► Broad-based auction versus limited target auction

    ► Time-sensitive sales process and auctions to minimize disruption and delays

    ► Strategic buyers versus financial buyers

    ► Custom arrangements like pre-emptive transactions

    ► 2-Step Process to “test the market” prior to long-term commitment

  • Advise owners and key stakeholders through every phase of the process
  • Avoid conflicts of interest between all constituent parties
  • Superior results because of our combination of focus, experience and full team commitment to each assignment

There is no time like the present. No one can predict the future.

-A commonly asked question – When is the Best Time to Sell?

M&A – Buy Side Perspectives

  • Work with Client to identify objectives in making acquisitions:

    ► Financial

    ► Sales/Marketing synergy

    ► Geographic

    ► Diversification/reduce concentration/dependence on customers

    ► Personnel and staffing considerations

  • Develop specific screening criteria and apply criteria to universe of potential acquisition targets
  • Identify potential areas of synergy that would be desirable but not required
  • Identify operational, management and cultural fit with the potential target
  • Extensive use of customized databases and industry contacts

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