We’re not just about closing deals. We are committed to creating the right results which will facilitate your long-term growth and market strategy. We will guide you through the entire process – from evaluating an understanding of why, when, how, and with whom to explore M&A as a powerful growth tool. And we will work with you to develop a process that ensures an understanding of what to do and what NOT to do .

A non-exhaustive list of our M&A services include:

● Merger and Acquisition strategy development.  We help you answer hard questions about what your growth strategy should be, and how M&A is a powerful tool to achieving it.  

● Target sourcing and screening.  We incorporate a market analysis into your strategic objectives to identify and contact quality targets that align with your defined goals.

● Valuation.  We will perform a thorough analysis of target acquisitions and help you determine not just the market value of these firms but the long-term strategic value of each acquisition to your company. Knowing the difference between the two can help you make more competitive offers, and avoid acquisitions that don’t align with your long-term value creation strategies.

● Transaction negotiation support and Letter of Intent preparation.  Even good acquisitions can become a liability if the legal, structural, and tax implications are handled poorly.  

● Due diligence (Cultural/Strategic/Financial).  Our team examines hidden liabilities, cultural alignment, and key metrics to avoid potentially damaging downsides, minimize organizational mismatches, and prevent late-in-process deal killers.

● Post-transaction integration.  Before the closing, we help identify the steps need to align the two organizations and prepare both for a successful post-deal future.