Buy-Side Process

OUR SERVICES

Target Evaluation & Assessment

  • Assists with and delivers the terms of a proposed offer

  • Negotiates final terms and structure with the target

  • Confirmatory due diligence and transaction documentation produced before closing

Transactional Advisory

(60-90 days):

  • Establish clear acquisition criteria, including geography and company characteristics. 

  • The confidential outreach process is initiated.

    • Financial analysis and valuation materials for targets produced

    • Operations analysis and overview of business completed

    • Client decision