The rules for maintaining competitive advantage are changing. We help organizations and stakeholders through value creation strategies and execution that lead to successful mergers, acquisitions, and affiliations.
Buy-Side Advisory
- Market research
- Buy-side target identification
- Outreach and Qualifying targets
- Merger, acquisition, or affiliation thesis
- Acquisition modeling
- Pro forma & financial insights
- Due diligence requests management
- Navigating Board Approvals
- Term sheet development
- Valuation reviews (where appropriate)
Sell-Side Strategy
- Value Proposition Development
- Sell side buyer identification
- Outreach and qualifying buyers
- Communication strategy/ storytelling
- CIM & teaser structuring
- Enterprise Valuations and seller QofE
- Investor meeting preparation
- Data room management
- Definitive Agreement reviews
- Deal timeline management
Growth & Diversification
- Growth roadmaps and forecasting
- Revenue pro formas
- Alternative sales strategies
- Market research and trend analysis
- Strategic growth building blocks creation
- Financial/business model transformation
- Product positioning for competitive advantages
- Post-deal growth strategy and integrations
- Curating of workforce development programming (Education)
- Alignment of programs to market trends