Top considerations when buying a business.

Mapping out what you need.

Uncovering what’s out there is just the beginning. What you need is the insight to make an informed decision. This is why we construct each of our confidential information memorandums (CIMs) with the end user in mind. Our team is here to walk you through the intricacies of the business and provide you with insider information so you can determine if the opportunity is a fit for you. If you decide to move forward, we’ll be here to provide you with the support you need. This may include deal structuring, developing a due diligence checklist, or assistance raising capital. Our objective is to bring Sellers and Buyers together and facilitate a win-win scenario for all parties involved.

Is the NDA a necessary step?

Absolutely. By signing the non-disclosure agreement (NDA), you are agreeing to hold all information you receive about the business close to your chest and in the strictest of confidence. This legal contract allows you the benefit of taking a ‘behind-the-scenes’ look so you can assess fit while providing assurance to the seller that their business’s confidential information is safeguarded.

What is the role of the M&A advisor?

The M&A Advisor provides the expertise and support required to successfully navigate an acquisition or divestiture. Given the various complexities and numerous steps involved throughout the process, the M&A Advisor is here to ensure both parties have the support and guidance they need in order to reach the finish line. This may include ensuring the right parties are at the table (ie. Lawyers, Accountants), providing access to the data room during due diligence, or keeping the lines of communication open during negotiations. Ultimately, you can expect the M&A Advisor to project manage the engagement from start to finish and ensure both parties get to closing in a timely fashion without missing any of the critical steps.

What do I need to do next?

Simply give us a call or fill out the contact form so we can schedule a time to meet with you. We recommend that you fill out and send us a completed copy of the Confidential Buyers Profile and NDA in advance of our meeting so we can identify other opportunities that may be of interest for you. We look forward to meeting you.