Mergers & Acquisition Services
Sell Side Advisory / Business Brokerage
- Determine preliminary valuation of the Company to be sold.
- Prepare Confidential Business Review (an offering memorandum).
- Identify potential buyers (both strategic and financial).
- Market the company.
- Assist in negotiating the letter of intent with the selected buyer.
- Monitor due diligence and assist in creation of definitive purchase agreement.
- Assist in closing the transaction.
Buy Side Advisory
- Assist in development of acquisition criteria.
- Identify potential targets.
- Make initial contact and conduct preliminary evaluation of target.
- Prepare and negotiate letter of intent.
- Assist in due diligence process.
- Arrange financing (if necessary).
- Assist in closing the transaction.
Corporate Finance
- Assist in raising debt or equity capital to fund internal growth or acquisitions.
Sources include:
- Equity - venture capital.
- Mezzanine - subordinated debt/preferred stock.
- Senior debt - asset based lenders or commercial banks.
- General Financial Advisory and Consulting Services
- Business plans.
- Strategic planning.
