01 /Sell-side M&A
A sale process starts with an honest look at readiness: the story the business tells, the risks a buyer will find, and the outcome ownership actually wants. From there, we build the case for value, run a targeted process to the right buyers and manage it through to a clean close.
- Preparation of marketing materials, including a confidential information memorandum
- Identification of and confidential outreach to qualified strategic, financial and sponsor-backed buyers
- Coordination of due diligence, data room management and buyer questions
- Evaluation of competing offers and negotiation of price, structure and terms through closing
Discuss a sale ↗︎02 /Buy-side M&A
Acquirers grow fastest when they aren't limited to what's actively for sale. We help define acquisition criteria, then run a proactive, confidential search, including off-market targets, and support the process from first conversation through close.
- Definition of acquisition criteria, including size, geography, capabilities and fit
- Proactive, confidential outreach to off-market and lightly marketed targets
- Valuation support and coordination of financial, legal and operational diligence
- Negotiation of deal structure and terms alongside legal counsel and financing sources
Discuss an acquisition ↗︎03 /Debt & recapitalization
Whether the goal is growth capital, a refinancing or returning capital to ownership, we help assess the available alternatives, identify the right lenders and capital sources, and manage the process to a signed commitment.
- Assessment of debt capacity and available financing alternatives
- Identification of and introductions to banks, credit funds and alternative lenders
- Preparation of financing materials and management of the lender process
- Negotiation of terms, covenants and structure through closing
Discuss capital options ↗︎04 /Special situations
When financial pressure or a compressed timeline changes the usual playbook, we help identify the available paths, in and out of court, and run the process needed to protect value for the stakeholders involved.
- Assessment of strategic alternatives under time or liquidity pressure
- Sale processes under receivership, Chapter 11 (including §363 sales) and assignments for the benefit of creditors
- Coordination with lenders, receivers, trustees, boards and legal counsel
- Accelerated, confidential marketing to qualified buyers
Special situations expertise ↗︎