Mergers & acquisitions
For owners preparing to sell and companies looking to buy, with the same patient attention from the first meeting to the last signature.
Selling well takes time and care
A good sale starts long before the first buyer hears about it. The work done early, on numbers, on story, on the questions a buyer will ask, is what holds the price up later.
We pace each engagement so nothing is rushed and nothing stalls. Buyers are chosen carefully and kept competitive, and the owner always knows where things stand.
For buyers, we bring the same patience: a sharp brief, a wide search, and discipline at the negotiating table.
Our M&A work
Six kinds of engagement, each led by a senior advisor from beginning to end.
Selling the whole company
A full sale to a strategic buyer or private equity firm, run so that several serious buyers compete for it.
Selling a stake
A minority or majority sale that puts cash in the owner’s hands while they keep a role and a share of the upside.
Buying a company
A defined search for the right target, including owners who are not openly for sale, through to signed terms.
Management buyouts
Helping leadership teams finance and negotiate the purchase of the business they already run.
Family succession
Moving ownership to the next generation with fair value, sound financing, and clear governance.
Divisions and carve-outs
Selling a part of the company while keeping the rest of it healthy and focused.
The shape of a sale
Four phases. You will always know which one you are in.
Prepare
Value range, materials, and the issues worth fixing first.
Approach
Quiet outreach and confidentiality before any detail is shared.
Negotiate
Meetings, offers, and the letter of intent.
Close
Diligence, final agreement, and a smooth handover.
Owners often ask
What does a sell-side advisor actually do?
We prepare the company for sale, find and approach buyers, manage every conversation and document, and negotiate the terms. The owner keeps running the business instead of running the sale.
How do you find buyers?
We build a list from industry competitors, larger companies in neighboring markets, private equity firms with relevant holdings, and family offices. Each one is chosen for a reason, not mailed in bulk.
What is a letter of intent?
A short, mostly non-binding document that sets out the price, structure, and key terms a buyer proposes. Signing one usually starts exclusive diligence, so the terms in it matter a great deal.
Should I tell my management team?
Usually yes, but only the few people a buyer will need to meet, and at the right moment. We help you decide who, when, and how, and many owners put a retention plan in place for them.
I received an unsolicited offer. What should I do?
Take it seriously, but do not answer on price alone. A single bidder has no reason to pay its best price. We can tell you quickly whether the offer is fair and whether testing the market makes sense.
Start with a quiet conversation
Tell us a little about the company and what is on your mind. Nothing is shared outside our team, and there is no cost or commitment to talk it through.