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 Sellers
Sell Side Mergers & Acquisitions
Selling a business is a process not an event, so having the right investment banking team by your side is critical to ensuring a successful transaction.
Our advisors help private middle-market companies navigate the complexities and range of business divestitures to meet their financial objectives.
Through a rigorous and disciplined process, we seek to maximize value for our clients while mitigating potential regulatory and compliance risks.
No two businesses are alike, which is why we invest significant time upfront to thoroughly understand your organization and motivation for selling.
We take a holistic approach with all our engagements by incorporating a comprehensive and technology driven process to get the right deal done for you.
Our advisors help private middle-market companies navigate the complexities and range of business divestitures to meet their financial objectives.
Through a rigorous and disciplined process, we seek to maximize value for our clients while mitigating potential regulatory and compliance risks.
No two businesses are alike, which is why we invest significant time upfront to thoroughly understand your organization and motivation for selling.
We take a holistic approach with all our engagements by incorporating a comprehensive and technology driven process to get the right deal done for you.
– Pre-deal strategizing to cement value proposition and messaging
– Financial analysis to establish valuation and validate market timing
Step 01
Initial
Discovery
Step 02
Position
Opportunity
– Draft executive summaries, pitch decks, and other marketing materials
– Develop a targeted investor list and custom CRM for direct outreach
– Run confidential process to present opportunity to potential acquirers
– Manage, track and report out interactions with interested parties
Step 03
Buyer
Outreach
Step 04
Target
Outreach
– Negotiate with selected buyers on deal terms, structure, and conditions to closing
– Keep focus on value drivers and strategic fit to support a premium purchase price
– Create Virtual Data Room and populate with due diligence information
– Provide protected access to VDR and oversee due diligence process
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
About Us
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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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