What We Do

Sell-Side Representation

We combine our transactional experience, knowledge of the middle market, in-depth research capabilities and broad network of relationships to provide the highest level of merger and acquisition sell-side advice. Our ultimate goal is to achieve the highest price, best terms and multiple strategic options for our clients.

For each client, we develop a customized approach based on goals, expectations, time frame and market conditions. Although every transaction is unique, we fundamentally approach each in a similar way:

  • Analyzing the Business
  • Valuing the Business
  • Designing a Marketing Strategy
  • Packaging and Presenting the Business
  • Optimizing Tax Consequences
  • Contacting and Screening Potential Buyers
  • Managing Due Diligence
  • Conducting Negotiations
  • Analyzing and Responding to Offers
  • Coordinating the Closing