Navigate your transaction
Our Team Works Closely With You Throughout the Process.
The most important step in our process is to develop a Customized Work Plan (CWP) designed to manage every step of your transaction. Every client’s requirements differ. We’re experienced and prepared in all arenas – whether you’re an MSP looking for a full exit, a small software company looking for a private equity partner, a Fortune 500 looking for a carve out for a non-core asset, or a buyer looking for a platform asset or bolt-on.
We manage you through the CWP.
Identifying and engaging the right buyer or seller for your transaction with our global relationships and vast database.
Creating in-depth customized marketing material for each phase of the process.
Coordinating, preparing, and managing all management meetings between buyer and seller to build symbiotic relationships between potential partners.
Quarterbacking due diligence with all members’ lawyers, accountants, and consultants, and creating reliable dossiers on each potential transaction partner.
From negotiating NDAs to IOIs to LOIs, we deploy proven strategies combined with artful negotiation that enables our clients to close with confidence.
We’re not finished until all the technical details are taken care of, the purchase agreement is executed, and the proceeds are exchanged between buyer and seller.