Optimal Exit
Our sell-side transaction process is time tested and market proven to deliver the optimal outcomes for our clients.
Sell a Business
Divesting from a lifework should not be left to chance. Work with a trusted advisor that will have your best interests in mind.
Advising Business Sellers
Sell Side Mergers & Acquisitions
Selling a business is a process not an event, so having the right investment banking team by your side is critical to ensuring a successful transaction.
Our advisors help private middle-market companies navigate the complexities and range of business divestitures to meet their financial objectives.
Through a rigorous and disciplined process, we seek to maximize value for our clients while mitigating potential regulatory and compliance risks.
No two businesses are alike, which is why we invest significant time upfront to thoroughly understand your organization and motivation for selling.
We take a holistic approach with all our engagements by incorporating a comprehensive and technology driven process to get the right deal done for you.
1
Initial Discovery
– Pre-deal strategizing to cement value proposition and messaging
– Financial analysis to establish valuation and validate market timing
Step 01
2
Position Opportunity
– Draft executive summaries, pitch decks, and other marketing materials
– Develop a targeted investor list and custom CRM for direct outreach
3
Buyer Outreach
– Run confidential process to present opportunity to potential acquirers
– Manage, track and report out interactions with interested parties
Step 03
4
Target Outreach
– Negotiate with selected buyers on deal terms, structure, and conditions to closing
– Keep focus on value drivers and strategic fit to support a premium purchase price
5
Due Diligence
– Create Virtual Data Room and populate with due diligence information
– Provide protected access to VDR and oversee due diligence process
Step 05
6
Transaction Closing
– Coordinate communications between deal team including legal and accounting
– Facilitate distribution of contracts for signature and transfer of funds for closing