Professional M&A Services for the Middle Market
- Consulting engagements
- Exit planning
- Business marketability assessment
- Pre-divestiture action plan
- Independent third-party business valuations
- Preparation of confidential business review (CBR)
- Business overview
- Analysis and recasting of financial statements
- Organization of required documentation
- Development and execution of marketing plan
- Targeting of strategic buyers and private equity groups
- Internet web site campaign
- Exposure to portfolio of buyers
- Introduction to network of professional affiliates
- Comprehensive intermediary services for sellers
- Coordination of Client Advisory Team
- Negotiation of Price, Deal Structure, Terms & Conditions
- Management of Closing Process
- Search campaigns for qualified buyers seeking specific opportunities
- Access to a network of professional advisors, including management consultants, transaction attorneys, tax accountants, financial planners, bankers and other financial advisors.