STRATEGIC ADVISORS

M&A and Exit Strategies

PREPARING BUSINESSES AND MANAGEMENT TO STRATEGICALLY PLAN FOR, AND ACHIEVE, THE TRANSITION OF A MERGER, ACQUISITION, OR EXIT

The consolidation of two entities into one (MERGER) or one entity taking ownership of another (ACQUISITION) results in the consolidation of assets and liabilities under one entity.  Transitioning the ownership of a company to another company, through a merger or acquisition, to investors (through an Initial Public Offering) or to family, constitutes an EXIT.

MERGER, ACQUISITION AND EXIT PREPARATION SERVICES

(often involves lawyers, accountants, tax advisors, and other professionals)

  • Negotiating and Structuring Term Sheets

  • Drafting Pitch Decks

  • Conducting Due Diligence

  • Definitive Agreements

  • Conditions Precedent to Transaction Completion

  • Enterprise Valuation

  • Brand Considerations

  • Operational and Cultural Integration Plans and Execution

  • Management/Employee Buyouts

  • Dissolution