


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…
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In depth business dynamics and industry landscape analysis
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Mining proprietary and subscribed databases
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Developing primary, secondary and tertiary target lists for initial review, refinement and client approval
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Development of high-impact and custom confidential communications materials
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Tactically orchestrating direct outreach to the highest potential prospects,
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Circulating selected communications materials to other professionals, trusted advisors, intermediaries and business leaders in targeted geographic locations
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Target identification & engagement: prequalifying indication of interest; executing intermediary NDA; information gathering including key target motivations, objectives and concerns
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Preliminary diligence & valuation range:
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scrubbing the financials
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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
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Executing a mutual confidentiality agreement between client and target
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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
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Conducting negotiations as an intermediary
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Coordinating letter of intent and/or purchase & sale agreement for target's acceptance
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Facilitating advanced acquirer's diligence process
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Closing the transaction and post-closing integration