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Mergers & Acquisitions

We are a Certified Merger & Acquisition Advisor (CMAA). This designation is earned by rigorous course study and a background of achievement by former senior executives and business owners in a wide range of industries and professions.  


M&A, Mergers and Acquisitions, transactions are typically in the $5mm to $50mm range of enterprise value.  The process is typically more complex, lengthy and arduous than “Mainstreet” transactions. ProAdvisors work can entail…


  • In depth business dynamics and industry landscape analysis

  • Mining proprietary and subscribed databases

  • Developing primary, secondary and tertiary target lists for initial review, refinement and client approval

  • Development of high-impact and custom confidential communications materials

  • Tactically orchestrating direct outreach to the highest potential prospects,

  • Circulating selected communications materials to other professionals, trusted advisors, intermediaries and business leaders in targeted geographic locations

  • Target identification & engagement: prequalifying indication of interest; executing intermediary NDA; information gathering including key target motivations, objectives and concerns

  • Preliminary diligence & valuation range:

    • scrubbing the financials

    • researching target’s business dynamics, growth stage and industry standing; confidentially presenting findings to our client in executive summary report form combined with round-table internal discussions

  • Executing a mutual confidentiality agreement between client and target

  • Coordinating introductory conference between acquirer and target senior management to obtain a better feel for the potential cultural and operational fit between the parties possibly complemented with a discrete site visit

  • Conducting negotiations as an intermediary

  • Coordinating letter of intent and/or purchase & sale agreement for target's acceptance

  • Facilitating advanced acquirer's diligence process

  • Closing the transaction and post-closing integration


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