The Merger and Acquisition Process

Personal Goals

We always begin with understanding your personal goals and aspirations.

Valuation

We prepare a full valuation of your company.

Discuss

We discuss the current marketplace for mergers and acquisitions.

Sales Strategy

We develop a sale strategy that ensures your involvement at every stage.

Assist

We assist you through the entire process.

Tax & Legal Structure

We work with your legal and tax advisors to structure the best possible transaction.

What We Do

Develop

A list of candidates.

Outline

Likely deal price, terms, structures and timing of a potential transaction.

At Your Direction

We handle all communications with other parties and arrange the delivery of information between the parties.

Negotiate

The transaction on your behalf with full input from the you.

Examine

Letters of Intent, Term Sheets and Purchase Agreements in concert with your legal and tax advisors.

Assist

With closing schedules and planning of announcements.