Buyside Advisory Services

Identification and Analysis of Acquisition Targets

Develop acquisition criteria aligned to strategic objectives

Identify acquisition targets

Qualify targets against search criteria

Analyze target financial performance


Due Diligence

Manage and coordinate due diligence process

Evaluate business operations and financial condition of targets

Assist in reviewing financial exhibits and legal documents

Identify critical issues with acquisition

Create detailed financial model of target company


Valuation Analysis

Model financial impact of merger on client and stress test model for different scenarios

Analyze how valuation and target earnings result in EPS accretion or dilution

Value target company by analyzing:

  • Multiples of comparable transactions
  • Multiples of publicly traded comparable companies
  • Discounted cash flow analysis
  • Liquidation value of assets

Negotiation and Closing

Assist in structuring and pricing deal

Create LOI or term sheet for offer

Assist in negotiating terms of transaction

Assist in presenting acquisition to Directors for approval

Review of closing documents

Sellside Advisory Services

Analysis of Business

Examine business operations and assets to be sold

Build detailed financial model with projections

Create offering memorandum for potential acquirers

Create and implement strategy for marketing transaction


Valuation Analysis

Value business unit by analyzing:

  • Multiples of comparable transactions
  • Multiples of publicly traded comparable companies
  • Discounted cash flow analysis
  • Underlying value of assets
  • Recommend changes to maximize value

Identification and Qualification of Acquirers

Identify potential acquirers

Contact and qualify acquirers' interest and financial resources


Management of Sale Process

Create and coordinate competitive auction or sale process

Organize company documents for due diligence

Manage meetings and due diligence requests from bidders


Evaluation of Proposals

Analyze valuation from the perspective of potential acquirers

Analyze terms of proposals from potential acquirers


Negotiation and Closing

Assist in structuring and pricing deal

Assist in selecting and negotiating terms of transaction

Assist in presenting acquisition to Directors for approval

Review of closing documents