What Does M&A Advisory Actually Involve?

M&A advisory is more than 'finding a buyer.' Here's what the work actually looks like.

Preparation

Valuation analysis, financial normalization, identifying the story the numbers tell, building the Confidential Information Memorandum (CIM), and creating the buyer universe.

Marketing

Confidential outreach, teaser distribution, NDA execution, CIM distribution, management meeting coordination, and collecting indications of interest.

Negotiation

Structuring the competitive process, evaluating and negotiating LOIs, running buyer selection, and negotiating the definitive purchase agreement alongside your attorney.

Due diligence quarterback

Managing the data room, coordinating with the buyer's diligence teams, and running interference so you can keep operating the business.

Closing

Working with legal counsel through purchase agreement, disclosure schedules, escrow arrangements, and the mechanics of closing.

What advisors don't do

We don't replace your attorney, your CPA, or a quality-of-earnings firm. We don't run your business during the process — that's still on you. And we don't guarantee a specific price. What we do is dramatically improve the odds of a good outcome.