Our approach
Understand the work ahead, the choices in front of you and who is helping you through them.
Working through a transaction together
A sale and an acquisition start with different questions. Both benefit from a clear purpose, careful preparation and people who keep the work moving. We agree the scope with you before an engagement begins.
Prepare
For a seller, clarify priorities and prepare the financial story. For an acquirer, define what an acquisition should accomplish.
Connect
Research and approach potential buyers or acquisition targets with attention to fit and confidentiality.
Evaluate
Examine value, terms, financing and the questions that need diligence, alongside your professional advisors.
Coordinate
Support negotiations and diligence, coordinate the path toward closing and keep the proposed handover in view.
Start with the decision
A sale and an acquisition begin with different questions. We agree the purpose and scope before the work starts.
For sellers, we consider value, buyer fit and the owner’s next chapter. For acquirers, we consider the acquisition rationale, target criteria and the financial and operating questions that deserve attention.
Explore buy-side advisory →Inside a sell-side engagement
Listen
Discuss your reasons for considering a sale, financial objectives, priorities for the company and preferred role afterward. Bring the questions you are still working through.
A clearer starting point for the decisions ahead.
Prepare
Analyze the financial story and prepare transaction materials. Identify the commercial and operating questions a buyer will need to understand.
A supported explanation of the business and the opportunity.
Connect
Identify potential buyers and manage confidential outreach. Consider their interest and possible fit with the business and the priorities you have raised.
Buyer conversations grounded in your business and objectives.
Evaluate
Look at price, payment structure, conditions, funding, buyer plans and execution considerations together. Discuss the tradeoffs and questions that require further work.
A clearer comparison of the alternatives in front of you.
Navigate
Organize diligence requests and help keep transaction questions moving among the parties, management and their legal, tax and other professional advisors.
An organized process with the outstanding decisions in view.
Transition
Consider the handover, communication and ongoing responsibilities contemplated by the agreement. Compare those expectations with the involvement you want afterward.
A practical understanding of what the proposed transition asks of you.
Around the same table
A transaction can affect legal obligations, tax considerations and plans for your proceeds. Those questions need the attention of the appropriate professionals.
We work alongside your advisors, help coordinate transaction questions and discuss introductions where you need additional support. Each advisor contributes their own expertise; your objectives give the conversation direction.
Ask about the work ahead