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

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

Our team develops custom marketing material and messaging specific to the search mandate

Process of determining and applying key criteria to identify potential target companies

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

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