Mergers & Acquisitions (M&A)
With over $40 billion in mergers and acquisition (M&A) and capital raising experience, we’ve seen good deals, bad deals, and everything in-between. Because of that, we start with a conversation to understand your goals, your objectives, and how you define success. We want to understand your company's strengths, competitive advantages and strategic opportunities. This conversation informs every recommendation we make, whether it’s to sell your company or acquire another one. And, if you decide to pursue a transaction, it serves as the foundation for the process that we will design and tailor to help you achieve your objectives.
There are many reasons why founders, owners, and/or shareholders may want to sell a company. The most common initial goal is to achieve a financial gain. But there are many other situations in which an acquisition might make sense. Perhaps owners or shareholders are looking for liquidity for their investment, maybe your company is at an inflection point and would benefit from the economies of scale of merging with a larger organization, or maybe a company is struggling financially and needs support from a larger company with a more stable balance sheet. Whatever the reason, our team can help ask pertinent questions and provide guidance on what to expect.
Once you decide to pursue a merger or acquisition, our team’s deep investment banking experience can ensure flawless execution on your next corporate finance transaction.
Step 1: Prepare
Planning is a critical step in designing and executing a successful transaction. We plan every detail, anticipate challenges, and prepare for possible contingencies to position you for success. We help educate you about every aspect of the transaction from pre-launch to post-closing. We discuss potential transaction and business risks and help you develop strategies to mitigate them. We believe that prepared, educated, and empowered clients are the best partners, and that careful preparation leads to better outcomes.
Step 2: Execute
Our team will run your transaction from start to finish. We deploy smart storytelling tools to craft a compelling narrative about your business and deliver your story in creative ways. We leverage technology to achieve seamless collaboration and to eliminate common bottlenecks. Throughout the process, you receive unparalleled transparency and real-time information.
Step 3: Deliver Exceptional Value
From courting interested parties to term sheet negotiation, to closing on the transaction, we are your advisor, confidant, and tireless advocate. Our team’s commitment is to consistently deliver exceptional advice and service.