Engineering Liquidity / M&A
• Engineer exit strategies for owners
• Sell-Side or Buy-Side Market Assessment
• Meet with leadership teams to discuss strategy
• Create and manage “Blind Profile”
• Schedule and facilitate weekly team calls
• Review of marketing and sales plans
• Review of business plan and financial statements
• Create and manage “Target List Approved”
• Create Acquisition Target Memorandum "The Book“
• Market analysis and corporate valuation
• Promotion leveraging thousands of industry contacts
• Perform baseline market comp analysis
• Secure initial wave of executed CAs
• Facilitate screening calls, CEO calls, demos
• Facilitate and attend all corporate visits
• Negotiate one or more Letters Of Intent (LOI)
• Gather expert input from tax and legal
• Manage the due diligence process
• Gather due diligence documents
• Work with clients CPA firm
• Work with clients law firm
• Negotiate the definitive agreement
• Manage the closing process
• Post acquisition integration services
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