Buying companies that fit your acquisition strategy and have a high probability of generating acceptable rates of return requires a disciplined process.  Whether it’s a company wanting to develop and execute a targeted acquisition strategy, a management team or partner wanting to buy out other owners, or anything in between, our buy-side process works to identify, pursue and close deals with targets that achieve our clients overall objectives.  We’re in the business of uncovering good deals and can put our proprietary deal flow to work for you and your business. Our buy-side process includes the following key elements:

  • Developing an Acquisition Strategy
  • Identifying, Qualifying & Ranking Potential Targets
  • Engaging In Dialogue & Information Exchange with Targets
  • Negotiating Value & Deal Structure
  • Accessing Capital for Funding a Transaction
  • Managing Due Diligence & Close
  • Portfolio management
  • Wealth management
  • Private equity
  • Venture capital
  • Hedge funds

Through our buy-side advisory services, clients achieve a professionally managed acquisition process that includes determining what to buy and how much to pay, as well as how to structure the deal and access the capital needed to fund the transaction.

Buyside M&A

Successful acquisitions require strategies, skills and experience that are quite different than those of selling a business. Often, such transactions are more akin to an investment or buyout and are part of a broader strategic plan weighing multiple targets and growth options simultaneously. We have built a process with proven results to identify, optimize and structure multiple opportunities against a matrix of strategic, financial and operating goals to ensure the best possible outcomes. This process includes:

  • Establishing the relevant financial, operating and strategic factors desired (size, profitability, cost savings/infrastructure leverage/synergies, product/services growth, geographic growth, production/distribution/access enhancement, I/P, key employees and management, customers, market share, cultural fit, industry consolidation/growth factors, regulatory factors)
  • Establishing financial parameters and resources
  • Developing an acquisition / investment strategy to fit with strategy and financial resources
  • Identifying potential acquisition/investment candidates
  • Initiating contact when appropriate
  • Collecting preliminary information, valuing and determining strategic and operating fit
  • Analyzing the potential financial impact
  • Developing an offer or preliminary structure
  • Performing due diligence
  • Identifying key opportunities and concerns
  • Developing the purchase proposal and negotiating strategy accordingly
  • Negotiating definitive documentation
  • Closing the acquisition or investment

We also assist in accessing debt and equity capital in conjunction with funding certain acquisitions as needed.

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