Skip to content

6. Select

Once mutual interest is determined, we arrange a confidential introduction and provide ongoing support to move toward a successful closing

Read more

5. Engage

Through a customized systematic process with robust analytics and capabilities, we engage target companies and gather initial information to determine interest

Read more

2. Strategy/Thesis

The purpose for M&A can either be strategic or financial. Each M&A transaction must have a clear strategy and defined thesis for a successful outcome

Read more

1. Investor Profile

Understand our client’s philosophy as a firm, preferred transaction structures, M&A process, post-transaction involvement, company history and financial resources

Read more
Back To Top