bankers, lawyers
and M&A advisors
backed by a few
of the best CEO’s
on the planet
Collectively, we’ve been part of hundreds of company sale processes and have seen many fall apart in the 11th hour. Even the ‘successful’ ones rarely end in excitement, simply because the process is a miserable experience.
We spoke to many of our former clients and asked them what they enjoyed the least about selling their company and what they thought most contributed to deal success. Their feedback served as the framework for how we now operate. We think our approach is different and we’d like to show you how.
We set out to become owners of companies using a simple, collaborative, and transparent approach.
approach a deal:
Opening dinner
If we have an interest in your company, we’d like to host you for dinner. This can happen before or after we make an offer – you decide. If we don’t see a good fit, no hard feelings and at least we haven’t wasted months of time and effort trying to figure that out.
Opportunities and risks
Our diligence focuses on the opportunities and risks in the company. How do we grow the company and what are the major hurdles to making it happen.
Financial
Instead of spending months going through financials with a fine tooth comb, we’ll look at some sample transactions and spend a few days with you to get some high-level comfort around the numbers.
Legal
We make sure there are no skeletons in the closet and will walk you through what we expect the legal ‘paperwork’ to look like so that you are ready for it. We’ll keep our legal team in check to keep the deal moving forward.