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
