Sell-Side Advisory
Full sell-side representation, end to end.
A traditional, fully managed sell-side engagement for owners who want professional representation, structured outreach, and a coordinated process from kickoff to close.
A traditional, fully managed sell-side engagement for owners who want professional representation, structured outreach, and a coordinated process from kickoff to close.
Some owners want a fully structured process from day one — professional marketing materials, broad outreach to a curated set of buyers, formal valuation work, and an advisor running point through every conversation, every offer, and every diligence request.
For owners who specifically want that experience, we offer a traditional sell-side advisory engagement — built on the same standards of confidentiality, fit, and senior attention that define everything we do.
A formal valuation analysis grounded in current market data, recent comparable transactions, and the strategic value your business holds for specific buyer types.
A confidential information memorandum, teaser, and supporting financial materials — written to position your business at its highest and best use.
Structured outreach to a curated list of strategics, private equity, and family offices — coordinated to create a competitive process while maintaining full confidentiality.
We manage all offer negotiations on your behalf, comparing terms across price, structure, earn-outs, rollover, and post-close considerations to maximize your outcome.
We coordinate the diligence process end to end — managing data room access, buyer questions, and the cadence so the deal moves forward without overwhelming your team.
We stay engaged through definitive agreements, final negotiations, and closing — making sure the deal you agreed to is the deal you actually get.
A confidential conversation about your business, your goals, and whether a managed sell-side process is the right path. If it is, we agree on terms and kick off.
Valuation work, financial materials, marketing collateral, and a target buyer list — all prepared before we go to market.
Structured outreach, qualified buyer conversations, management meetings, and indications of interest — managed on your behalf.
We compare offers across all dimensions and negotiate the strongest terms — not just price, but structure, conditions, and protections.
We coordinate diligence, manage the timeline, and stay close through definitive agreements and closing.
Sell-side engagements are structured around a success fee tied to the outcome of your transaction. The vast majority of what we earn is contingent on closing the right deal at the right terms — our incentives are aligned with yours.
We discuss the specific fee structure during your initial conversation, once we understand your business, your goals, and the scope of the engagement. There are no surprises.
Every conversation is confidential. We'll help you understand which approach fits your goals — even if it's not the one we'd run.
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