Sell side M&A advisory
Sell-side M&A advisory services for privately held and lower middle market companies. We manage the full transaction process, from financial preparation and positioning through buyer outreach, negotiation, and closing.
End-to-End Sell-Side M&A Advisory Execution
We provide sell side M&A advisory services for privately held and lower middle market companies. Our sell side M&A advisory process is designed to support business owners through a structured transaction, from initial positioning through buyer outreach and closing. Business owners considering a sale should also understand how valuation impacts the process. Learn more about our business valuation services.
Why Choose Us
Our sell-side M&A advisory approach is built around running a disciplined transaction process. From financial preparation to buyer outreach and negotiation, we focus on executing transactions that hold up under real buyer scrutiny.
- Full sell side M&A advisory process from positioning to closing
- Financials structured to withstand buyer diligence
- Direct outreach to qualified buyers and private equity
- Negotiation and deal execution focused on value preservation
The 5 Point Process
Valuation & Positioning
We determine a defensible value range based on normalized EBITDA, risk factors, and buyer behavior, not generic multiples.
Financial Preparation
We clean and structure financials to reflect true earnings. Addbacks are validated. Working capital is understood upfront.
Marketing Materials
We build a professional CIM and structured data room that answers buyer questions before they’re asked.
Targeted Buyer Outreach
We run a controlled process with qualified buyers, private equity, strategics, and family offices.
Negotiation & Closing
We manage offers, structure, LOI negotiation, diligence, and closing to protect value.
Typical Clients
$10M – $250M in revenue
This is where buyers are active and transactions can support a competitive process. Below this range, buyer depth and financing options become more limited.
Owner-led or founder-backed businesses
Most of our clients are directly involved in day-to-day operations and key decisions. We help translate that into a structure buyers can underwrite without relying solely on the owner.
$2M – $25M EBITDA
This level of earnings attracts both private equity and strategic buyers. It also supports deal structures that can actually close without financing friction.
Industrials, construction, business services, healthcare, and tech
These are sectors where we understand how buyers evaluate risk, margins, and growth. That allows us to position the business correctly and avoid surprises in diligence.
Contact Us
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