Our Mergers and Acquisitions (M&A) practice provides differentiated, value-added advice, and sell-side advisory services to our middle market clients facing complex strategic decisions and transactions. We typically define the middle market as transactions ranging from $15 million to $250 million in aggregate value. We believe that optimal client service is provided by the most experienced and skilled professional bankers available that share in our “client-first” philosophy.

Our senior bankers all average over 25 years of experience and have collectively completed tens of billions of M&A transactions. Our senior bankers have a broad range of experience ranging from billion dollar public transactions to smaller private sale engagements in both the M&A and financing arenas. Most importantly, our senior bankers fully commit themselves to each client and the successful completion of each transaction.

Differentiated Sell-side Process

We have combined the lessons learned from our vast M&A experiences into a differentiated sell-side process designed to achieve maximize sales proceeds in transactions structured to meet our client’s qualitative goals as well.

Key elements of the process include:

  • Documenting and confirming client objectives
  • Develop a complete understanding of our client’s business
  • Draft a compelling investment thesis
  • Collecting and documenting evidence to support the thesis, including:
    • potential growth opportunies
    • possible future operating improvements
    • pro forma buyer synergies
  • Cold review from other senior bankers
  • Preparing the highest quality marketing materials
  • Developing a customized marketing program
  • Active senior banker leadership in the marketing and negotiation process

We have found this approach consistently produces successful transactions, superior valuations, and very satisfied clients. An important part of our process is a detailed exploration of client financial statements to determine whether appropriate profitability add-backs exist or if client financials need to be normalized to position the Company in the best possible light.