Deal Size
Focused on companies with $10M+ Revenue and $1M+ EBITDA with enterprise valuations between $10M and $100M+.
Industry Focus
Industry agnostic with extensive experience in software, technology, healthcare, business services & manufacturing.
Geography
Licensed investment bankers serving clients across the USA as well as cross border transactions with EU, ASIA & LTAM.
Transaction Types
Facilitate transactions that include debt, equity, minority / majority deals and 100% buyout scenarios.
Advising Business Buyers
Buy Side Mergers & Acquisitions
Sourcing a business for strategic inorganic growth through vertical or horizontal integration is no easy task that requires particular attention to detail.
This is why corporate buyers, private investors and independent sponsors turn to us for guidance through this complex and time-consuming process.
As a trusted partner to our clients, we facilitate buy-side engagements to achieve specific growth targets, enter new markets, and establish synergistic results.
Our proven process starts with a clear understanding of your objectives, creating a plan to accomplish your goals, and executing to consummate a transaction.
Through our proven methodology of identifying “off-market” companies we can engage accretive opportunities that add value without competing with other buyers.
This is why corporate buyers, private investors and independent sponsors turn to us for guidance through this complex and time-consuming process.
As a trusted partner to our clients, we facilitate buy-side engagements to achieve specific growth targets, enter new markets, and establish synergistic results.
Our proven process starts with a clear understanding of your objectives, creating a plan to accomplish your goals, and executing to consummate a transaction.
Through our proven methodology of identifying “off-market” companies we can engage accretive opportunities that add value without competing with other buyers.
– Participate in discussions on acquisition thesis and refine strategy
– Test assumptions on projection models and cement target criteria
Step 01
Mandate
Development
Step 02
Secure
Financing
– Evaluating financing needs and advise on optimal debt/equity capital stack
– Source, negotiate, and secure private capital needed for acquisition(s)
– Design marketing materials to message value-add to potential seller’s
– Research and compile a target prospect list and setup CRM for outreach
Step 03
Pre-Market
Preparation
Step 04
Target
Outreach
– Undertake comprehensive outreach to engage prospects in divestiture discussions
– Facilitate introductions and report out communications to track progress
– Submit LOI’s and negotiate structured deal terms to minimize deal risk
– Create Virtual Data Room and populate with due diligence information
Step 05
Due
Diligence
Step 06
Transaction
Closing
– Coordinate communications between deal team including legal and accounting
– Facilitate distribution of contracts for signature and transfer of funds for closing
M&A advisory services for companies with $10MM – $100MM+ enterprise value across the United States.
Our Services
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This does not constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of a final private placement offering memorandum and subscription agreement and will be subject to the terms and conditions and risks delivered in such documents.
Advisory services offered through Nead, LLC. Securities transactions are conducted through Four Points Capital Partners, LLC (4 Points), a member of FINRA and SIPC. Nead, LLC and 4 Points are not affiliated. Check the background of this Broker-Dealer and its registered investment professionals on FINRA’s BrokerCheck.
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