Merger and Acquisition (M&A)
M&A Advisory & Consulting
Mergers and acquisitions (M&A) are a part of business, but they can be a scary and complicated process. In the end, businesses, whether on the buy-side or sell-side, want a good deal that they can afford. Our team members have experience at every stage of M&A, helping ensure your deal has the best chance of success. The foundation of a successful deal is building relationships with our clients, clear communication while understanding and keeping their goals at the center of the deal through every phase of the transaction.
M&A Services Provided
With our team’s expertise, we help guide clients through the entire process of a transaction, not just particular spots. Below are some of the services provided through the process of a transaction.
- Client Goal Development
- Financial Analysis
- Teaser and CIM Development
- Go To Market – Find Sellers or Buyers
- Buyer/Seller Relationship Management
- Due Diligence
- Transaction Close Execution
- Post-Transaction Support
Buy-Side vs. Sell-Side Advisory
Whether we are representing a client on the buy-side or sell-side of a transaction will determine the process that must take place. However, key to the entire process is ensuring the Client’s goals remain the focus of every decision throughout the entire process.
The buy-side team is responsible for identifying and negotiating with potential sellers, while the sell-side team works with those sellers to come up with the best strategy and determine which offers are most enticing. We create a strategic plan for our client that outlines the next steps of the transaction and when to move forward. From there, we’ll gather more information—either from our own research or from the other parties involved in the deal—and present all of our findings to our client, who can then make an informed decision about whether they want to go through with the purchase. This whole process has been carefully laid out so that both sides feel comfortable and confident throughout each stage, and it’s what keeps our clients at the center of everything we do.
Post-Transaction Support
A merger or acquisition transaction is an exciting time for all parties involved. Two companies have decided to join forces in order to create a bigger, more competitive entity. This can mean a lot of changes that need to be made quickly, including combining two sets of employees, assets and systems.
One of our fundamental beliefs is that we shouldn’t walk away from our clients as soon as the transaction has completed. TREP Advisors is dedicated to providing post-transaction support for all M&A transactions we work on. This includes a wide range of services that help the companies involved carry out their new mission and make the transaction a success.
Ready to Sell Your Business to the Right Buyer?
Our team will help guide through the entire process keeping your goals in focus the entire way through. If you’re interested in selling your business or are interested and in what your options might be, we encourage you to contact us using the button below and scheduling a free 30 minute consultation.
Frequently Asked Questions
What are the phases in an M&A process?
The main phases in the M&A process from a seller’s perspective are:
- Preparation: Before putting a company up for sale, it's important to prepare it for the sale process. This can include gathering all the necessary financial and legal documents, identifying any potential issues that may need to be addressed, and determining a valuation for the company.
- Marketing: Once the company is ready to be sold, it's time to start marketing it to potential buyers. This includes creating an anonymous company profile document for potential buyers. Once a buyer is interested, they will sign a LOI (Letter of Intent), which gains them access to detailed information via a Confidential Information Memorandum (CIM). The CIM provides financial sales history and detailed company information.
- Due diligence: Once a potential buyer expresses interest in the company, they will conduct due diligence to verify the information provided in the CIM and to identify potential risks or issues. This can be a lengthy and detailed process, and involves reviewing financial statements, contracts, legal documents, and other key information.
- Negotiation: Once due diligence is complete, the buyer and seller can begin negotiating the terms of the sale. This includes agreeing on a purchase price, defining the scope of the transaction, and outlining any contingencies or conditions that need to be met.
- Closing: Once the terms of the sale are agreed upon, the final step is to close the transaction. This involves signing a purchase agreement, transferring ownership of the company, and completing any necessary legal or regulatory filings.
