Our Sales Process

We tailor each transaction strategy to maximize shareholder value and achieve the objections of our client in the most efficient manner possible. A great deal is defined not only by achieving a strong price but also negotiating the best deal terms for a transaction.

Our processes are designed to utilize management’s time efficiently and minimize disruption to company operations, and to make sure that a transaction is negotiated and closed in a timely manner.

To ensure the successful execution of a sell side transaction, our processes include:


  • Comprehensive up-front due diligence, including identification of potential issues and mitigation strategies
  • A thorough understanding of company value and what drives value in the eyes of a potential buyer
  • Development of marketing materials crafted to succinctly communicate your company’s unique story and that include a compelling investment thesis and proper positioning of the company


  • Identifying a thoughtful universe of qualified, interested buyers – both strategic and financial acquirers
  • Marketing that focuses potential buyers on the value-creating opportunities of a deal
  • Creating a competitive sales environment, with sufficient tension to generate best price and deal terms
  • Ensuring confidential treatment of client information

Due Diligence

  • Facilitating and supporting buyer due diligence, including development and maintenance of a secure data room with company information required for the sales process
  • Scheduling and assisting management with company presentations and tours
  • Assisting sellers with diligence on the buyer

Negotiation / Signing

  • Appropriately structuring a transaction to maximize value and focus on terms and conditions
  • Analyzing and comparing potential offers