We deliver a structured process to simplify the complex

Selling a business is a multifaceted, time-intensive process. From capital structuring equations and terms to assigning contracts, we provide invaluable insight to help you understand each step, establish realistic expectations and identify the most capable buyers—driving value and saving you time.

A well planned sale process brings results

With 50+ years of collective investment banking experience, we’ve successfully advised clients using a proven five-phase approach to maximize our clients’ options and maintain confidentiality.

We guide you through each step of the way:

  1. Preparation. The initial steps in the process set the tone as we discuss seller due diligence, valuation and marketing strategy. We conduct significant analysis into the company and industry and research potential buyers as we develop the primary marketing materials: buyer list, overview and Confidential Information Memorandum (CIM).
  2. Marketing. The marketing process can significantly affect your company’s value, and must include the most qualified buyers and competitive bidding to drive value—essentially creating a private capital market. We persistently contact potential buyers, mitigate confidentiality risk and provide compelling marketing materials and discussions.
  3. Indication of interests. We assist you to compare parties to establish a short list of the best qualified acquirers resulting from our marketing efforts. We reach out to the true decision makers to conduct site visits and management presentations.
  4. Receipt of final offers. Once we’re in receipt of letters of intent, our team will skillfully negotiate key terms and assist you in selecting the winning acquirer. Our experience drives us to negotiate certain terms early and avoid surprises later in the process.
  5. Complete the transaction. Our team is leading the process throughout so that you can focus on running your business. In collaboration with legal counsel, we review and negotiate drafts of key documents such as definitive agreements, leases, employment and consulting agreements, assumption and assignment letters, and flow of funds. We also develop tertiary documents such as working capital schedules and exhibits and disclosure schedules to the definitive agreements. Lastly, we’re working through the closing to ensure compliance, obtaining necessary approvals and third-party consents, completing financing and confirming transition procedures.