M&A Process

Structured and time sensitive. Achieving your desired outcome through a specific process focused on your desired results. Click on the boxes below to see an overview of each step in our process.

Phase 1 Preparation
  • Perform sell-side due diligence
  • Establish preliminary market valuation
  • Review preliminary buyer list
  • Complete executive summary and confidential information memorandum (CIM)
 Month 1 Click to read more
Phase 2 Contacting Potential Buyers
  • Contact potential buyers and distribute executive summary
  • Sign non-disclosure agreements (NDAs)
  • Organization of secure online data room
 Months 2 - 3 Click to read more
Phase 3 LOI & Negotiations
  • Receive and evaluate initial bids / indications of interest (IOI)
  • Set up management presentations
  • Buyer diligence and data room access
  • Respond to diligence inquiries
  • Prep management for buyer presentations between IOI and letter of intent (LOI) timeframe
 Months 3 - 4 Click to read more
Phase 4 Diligence Through to Closing
  • Receive and evaluate final bids / LOIs
  • Negotiate with lead parties
  • Confirmatory due diligence
  • Prepare definitive agreement
  • Finalize documentation
 Months 5 - 6 Click to read more

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