We have built relationships with many business owners. Some actively seek buyers; others are open to talking should opportunities arise. For this reason, we advise contacting us with specific details about what you’re looking for. We’re happy to share our views and help you engage with targets that fit your strategy.

We start the process by discussing your M&A objectives and ensuring we fully understand them. Combining targets from our network with our tried and tested research process, we utilize various sources to find less obvious targets. We approach the best ones with a compelling story.

We’ll first execute a discovery process to understand your objectives and long-term values. We pay attention to factors beyond financial and business goals, such as company culture.

Because we also offer sell-side advisory, we understand the interests of both sides and how to avoid potential issues. We’ll be fully transparent about whether we feel an M&A deal is good or bad for you throughout the whole process.

Our fee structure is two-fold. We have a fixed fee (a retainer) and a success fee once a deal is closed.

Please read our article about M&A advisor fees if you want to learn more.

We have followed many companies for a long time and know their history and founders. As a result, we can provide more honest and personal stories, give valuation guidance, and educate about competitors and other potential acquirers.

You’ll also benefit from our unique networking and processes that allow us to provide you with less obvious targets that could be flying under the radar but would be a perfect fit for your objectives.