CAPITAL
Your interests come first.
Always.
By design.
Our Portfolio
Recognizing that every client's objectives and circumstances are unique, we have developed a distinctive approach to traditional banking that maintains your needs at the forefront. By re-evaluating your priorities at every stage, we effectively mitigate risk.
Our dedicated team of experts invests considerable time in comprehensively understanding your goals, industry dynamics, and market conditions to provide you with a sense of security and confidence throughout the M&A process.
Our client-first approach ensures a seamless, tailored, and ultimately successful outcome for you, solidifying us as your trusted partner in your M&A endeavors.
01
In the market preparation phase, we will meticulously analyze your firm in order to best tell your story. During this phase, we will assemble a confidential information memorandum, develop an operational model, and create a list of potential buyers. This phase is meant to be highly collaborative between us and the client, ensuring your voice is heard and we get it right.
Market Preparation
x
At this crucial juncture, with input from our client, we will review the market conditions, ensure going to market is favorable at this time, and finalize a strategy based on collaborative discussions with our client.
Evaluation
02
In the Marketing phase, we will aggressively take to market our client's firm based upon our agreed strategy, ensuring we approach buyers that meet the outcome our client desires. During this phase, we will also work with our client to evaluate indications of interest, letters of intent, and prepare them for management presentations. The goal is to solicit multiple competing offers in order to maximize outcomes for our client.
Marketing
x
At this stage, once letters of intent have been received and negotiated, we work closely with our client to select the offer that best meets their goals. Additionally, with client collaboration, we will determine our level of client support required throughout the diligence process.
Evaluation
03
Once an offer has been selected, a letter of intent signed, and our level of client support determined, we will work diligently to support diligence efforts and finalize a purchase agreement. The goal is to support a thorough and efficient diligence process that results in an expeditious deal close.