SELL - SIDE MERGERS AND AQUISITIONS

We Advise Middle Market Companies whose Shareholders are seeking Exit Opportunities to monetize their Shareholdings.

The Investment Bank works to replicate Supply & Demand in Private Markets by creating Auction Processes that pair Sell-Side Clients with Strategic and Financial Buyers. Resulting Offers seek to establish a Basket of Liquidity Options for Clients that provide various alternatives to Shareholders with regards to Enterprise Valuation, Transaction Structure, and Cultural Fit. Whether through Sale, Divestiture, or Minority Investment, we have helped Clients source Sell-Side M&A Opportunities in major International Markets throughout Asia, Australia, Canada, Europe, Latin America, South America and the United States. Our typical Sell-Side Clients entail Closed Corporations, ESOPs, Family-Owned Companies, and Private Partnerships with $50 Million – $500 Million in Operating Revenues.

The Investment Bank’s Sell-Side M&A Services include:

• DISCUSSIONS with Shareholders about Strategic Options

• COMPOSITION of NDA, Target List, Teaser, and Confidential Information Memorandum (“CIM”)

• SOLICITATION of Target Acquirers via C-Level Management

• SIGNING of Non-Disclosure Agreements (“NDAs”)

• FACILITATION of Management Presentations to Target Acquirers

• REVIEW of Operational Due Diligence Items

• SUBMISSION of Preliminary Indications of Interest (“IOIs”) by Target Acquirers

• EVALUATION of Offers from Target Acquirers

• NEGOTIATION of Terms leading to a Binding Letter of Intent (“LOI”) and Purchase Agreement