Buy-Side M&A Advisory


Growth through Strategic Mergers & Acquisitions

How to run an effective buy-side M&A process and close a deal.

Identifying, contacting, building a rapport based on trust, confidentiality and professionalism is a challenge to say the least.  So how do acquisitive organizations, private equity groups and other buyers make it happen?  A thoughtful approach to connecting with prospective sellers and a clear understanding of how to get a deal done. Nobody wants to invest a ton of time if both sides aren’t on the same page. The hardest part of the buy-side M&A process?

Establishing common ground between buyer and seller to have a meaningful dialog about the potential for strategic opportunities and the creation of a whole greater than the sum of its parts.

Establish common ground

As a buyer it is important to establish common ground with prospective targets to have an effective discussion. What does this mean? First provide some background on the acquiring company. This should include references to years in business, revenue scale, number of employees, brand recognition, etc. Second, share what target characteristics are most important to you. Third, share your M&A experience to build confidence. Lastly, point out the KPIs and other accretion minimums. Then you can ask them for financial and other confidential information.

If you are a prospective seller and want to maximize value, understanding the sell-side M&A process is for you. The more you understand the sell-side M&A process, the more you will understand the buy-side M&A process. Buyers must be confident in the quality of the information they rely on for valuation, synergies assessment and post-merger integration.

Related: The Purpose of a Confidential Information Memorandum

Successful acquisitions are integral to establishing realistic goals, making informed decisions and weighting valuation versus future risks.  Our commitment to accuracy, shareholder support and value appreciation are unparalleled in the middle market.

Set Standards

The best decisions are borne from full disclosure. An accurate assessment of the risks and rewards associated with an acquisition target is key. There are many possible outcomes and the more time invested in the buy-side M&A process may make it harder to walk away.  One suggestion? Start with an Alignment Map to make an accurate assessment of a target’s operating performance. Moreover, use an Alignment Map on every target as your standard assessment tool.

For the motivated, committed and informed buyers and sellers, an efficient preparation time makes sense to ensure quality information and participation of all qualified targets.  Moving to negotiations quickly enhances confidentiality and improves communication.

Industry Research

Having a well researched list of prospective sellers to approach will maximize the value of your time. Having a clearly designed process prepared in advance will save time. This includes preparing email scripts and call agendas ahead of time. Owners who aren’t sellers at this time may be in the future. Impress them with knowledge and professionalism now and you may be their first call when it’s time. CapitalIQ is a great research platform.

Industry Specific Key Performance Indicators

Industry specific key performance indicators.

Target Suitability & Valuation Analysis

Target suitability and valuation analysis

The Term Sheet

The Term Sheet

Exclusivity & Due Diligence

Exclusivity & Due Diligence

Closing the Deal

Closing the Deal and funding the transaction.

We engage in asset based transactions, not securities transactions in compliance with the SEC’s M&A Broker rules.


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