Considering an acquisition but lack the scale to hire an in-house expert?
Most mid-market companies operate with a lean management structure. The amount of work required to successfully close an acquisition is more than a typical management team can take on. Timing of deal activity is often irregular. Maintaining a full-time in-house Corporate Development team is not usually cost feasible.
The acquisition process is also very specialized. When executed well, acquisitions are led by experienced deal professionals with breadth and depth across several different disciplines.
Private equity firms have all of the capabilities to transact, but often find it difficult to balance assisting portfolio companies with add-on acquisitions, while also making new platform investments.
Our team has closed dozens of transactions as both a strategic acquiror and a private equity investor. We use a proven playbook to acquire value-creating deals while mitigating risk. We would welcome the opportunity to discuss how we could partner as your trusted corporate development advisor.
We offer fractional Corp Dev Advisory services to help lead acquisitions
We work closely with management and private equity to:
- Formulate the acquisition strategy and investment thesis
- Identify, contact, qualify and prioritize acquisition targets
- Manage the acquisition pipeline
- Model revenue and cost synergies and accretion / dilution
- Recommend a fair valuation
- Prepare investment committee materials
- Conduct detailed due diligence
- Negotiate and execute the transaction
- Plan and lead the integration
We also offer strategic advisory services. With many years of experience in corporate strategy, management consulting and investor relations, we help our clients with:
- Strategic planning
- Market research
- Competitive intelligence
- Investor pitch presentation