For CPAs
Whether your client is seeking to run a full sale process or already has an offer in hand from a counterparty they want to transact with and would like advice on discrete commercial topics without a success fee, we can help.
We realize you may be an expert M&A practitioner yourself and may have advised on countless deals without a sell-side banker’s involvement. You may have a sharper view on pro-forma adjusted EBITDA, debt & debtlike items and the net working capital target. As extensive as your expertise is, we would be delighted to have the opportunity to be additive:
Discrete Workstreams (non-success fee based engagements)
- Buyer qualification & screening
- Reverse due diligence
- Commercial negotiation
- Process management
- Company valuation
- Company positioning (investment highlights)
Full Sale Process (success fee based engagements)
- Each of the workstreams mentioned above
- End-to-end senior banker attention to every element of the process
- Drafting of marketing materials
- Sale process design and execution
We are highly collaborative and aim to help our co-advisors shine as we work together to advance client objectives.
Thinking about selling? Start with a confidential conversation.
Tell us about your company and your goals. We will give you an honest view of how buyers are likely to view your business, what it may be worth in the current market, and whether now is the right time. There is no cost and no obligation.
Schedule a confidential conversation