You gain a seasoned team focused on your success. As entrepreneurs and executives, we have worked across industries and transaction types. We dedicate our expertise to a successful outcome for you.
Before the transaction, we review the business information you'll need and develop a plan to resolve any potential hurdles. By starting with the end in mind, we streamline due diligence and improve valuations for clients.
We start by understanding your business DNA and your "why" behind the transaction. We work with you to prepare a roadmap to your goal, outlining your business options and likely outcomes.
Smooth information flow makes for successful transactions. We establish electronic data rooms to organize your business information and allow for secure, confidential access by the right people.
We understand the tempo and psychology of transactions. We work with you to establish a proactive cadence to keep the transaction on track, resolving issues quickly and with integrity.
Through our Integrated Growth program, we provide continued support, from managing acquisition integration to tracking key metrics. We realize the real work often begins once a transaction closes!
We love helping our clients succeed.
In our experience, buy-side or sell-side transactions take anywhere from three to nine months. We generally advise clients to plan for a thorough process that will take about six months from start to finish.
We recommend reviewing your options and preparing your business for sale at least 18 months out. Experience shows that sales price is optimized for business owners who execute a well-defined sales process and proactively prepare their business for due diligence and acquisition.
Yes. We start with a thorough understanding of your business, values, and goals and then develop options for your stakeholders to review. With your team, we examine the economic fundamentals and the implications of the transaction.
We believe it is essential to start with a clear understanding of your goals and your business DNA . We work closely with you to understand the stakeholders involved and the long-term dynamics at play in your industry. Our process is designed to reduce risk and plan for the successful execution of the transaction in a way that is beneficial to your business and people.
Yes, we have experience completing cross-border transactions or transactions entirely in other jurisdictions.