Experience drives M&A success. As experienced advisors and dealmakers, we facilitate finding the common ground on all issues that result in a completed deal.
These issues include discovering the critical issues to
be resolved, identifying business "drivers" that
set the value of the company, seizing value-added opportunities
that arise, avoiding obstacles along the way, and keeping
egos in check.
From this, we glean the options available
to our client and work with other advisors to select the
best options to ensure success. Our process has been developed
and refind with more than 35 years of experience.
Step 1: Target Identification 
Client goals must be specific, realistic and achievable. We learn a lot about our client and their needs that must be met. We then help the client frame a clear set of acquisition objectives.
Step 2: Finding the Target
We pinpoint companies that meet the target criteria. Then, we accumulate relevant data regarding the best target companies who have expressed mutual interest. Next, we complete initial investigatory work and evaluate the financing alternatives necessary to complete the deal. Finally, we share our findings and facilitate the final selection process.
Step 3: Negotiation
We bring our experience to bear to get the best deal for our client. Our goals are to meet the client's objectives and to close the deal.
Step 4: Due Diligence
Once terms are agreed in principle and a letter-of-intent is issued, we assist in the due diligence process, review all relevant data and terms having potential impact on the transaction, and resolve differences that occur. Often, we serve as a conduit for questions and concerns of the client and the prospective seller.
Step 5: Contract Negotiations
We prefer to negotiate the final arrangements. Buyers are usually too emotional to represent their best interestes. We are an integral part of the negotiations team.
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