Services We Provide

  • Educate management and directors on the entire M&A process, including the feasibility of potential acquisition scenarios
  • Identify and analyze potential acquisition candidates
  • Market and competitive assessments
  • Evaluate potential buy-side transactions, including detailed stand alone and pro forma financial models
  • Comprehensive M&A financial modeling
  • Due diligence guidance and support
  • Letter of Intent and Definitive Agreement structuring and negotiation support
  • Branch sales and purchases
  • Select sell-side services as needed
  • Evaluation of strategic alternatives

A Unique Approach

  • Like traditional investment banks and financial advisors, we offer thorough M&A consulting through all stages of a transaction
  • Unlike traditional advisors, our fee structure is more cost effective and client friendly
  • As opposed to large “success fees” that a client pays only if a deal occurs, our engagement is structured with reasonable hourly consulting fees coupled with a much smaller success fee based on the complexity of the transaction
  • Our advisory fees are typically 30 to 60% lower than traditional advisors
  • See our case study as an example