Mergers & Acquisitions
We facilitate M&A transactions for businesses where the logical buyer is another company or investment group, whether you're seeking full acquisition, partial recapitalization, or strategic partnership.
If your business generates substantial earnings, operates in a consolidating industry, or possesses unique assets that create strategic value for acquirers, M&A represents your path to exit or growth capital.
THE STEPS
Transaction Process
Mergers and acquisitions operate at a different level than standard business sales. The buyers are sophisticated: private equity groups, strategic corporate acquirers, investment firms, and high net worth individuals seeking larger transactions or unique market positions. The transactions are more complex, involving extensive due diligence, sophisticated deal structures, and legal framework.
This requires different expertise than standard brokerage. The planning timeline extends months, not weeks. Confidentiality protocols are institutional-grade. Tax structuring becomes critical: entity type, asset versus stock sale, earnout provisions, and timing all create sizable tax implications that directly impact your net proceeds.
When M&A Makes Sense
M&A becomes relevant when your business is large enough, unique enough, or strategically positioned where the highest-value buyer is another company or institutional investor rather than an individual operator. This typically means businesses generating over $1M in seller's discretionary earnings
We work with private equity groups seeking platform acquisitions and add-on bolt-ons, corporate buyers pursuing geographic expansion or capability acquisition, family offices making direct investments, and search funds operated by MBA-trained acquisition entrepreneurs. The buyer universe for M&A transactions is fundamentally different, requiring different marketing approaches, different deal structures, and different execution timelines.
What Sets M&A Apart
Deal documentation expands to include non-compete agreements, employment contracts, consulting arrangements, management agreements, escrow provisions, earnout formulas, indemnification caps, and representation warranties. Both buyer and seller need experienced M&A counsel to negotiate terms that protect interests while allowing deals to close.
Many M&A transactions involve partial sales where owners retain equity and continue managing the business toward planned future exit. These partial transactions require even more sophisticated agreements than full sales because both parties remain invested in future performance and relationship dynamics.
Get In Touch With Us
If you're considering exit options for a substantial business, exploring recapitalization to take chips off the table while maintaining operational control, or evaluating strategic partnerships that accelerate growth, M&A represents the appropriate transaction framework.
The complexity is real, the costs are higher, but the outcomes - when structured properly with experienced advisors deliver significantly better results than treating sophisticated transactions like simple business sales.
If your company qualifies for M&A, consider contacting us directly for a free, confidential consultation today:
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