No single factor is solely responsible for the success of a transaction. Rather, success is dependent upon quality throughout every step in the process.

Senior-level Attention
Unlike larger investment banks that work on hundreds of transactions per year, but where only the largest transactions receive senior level attention, we take on only a select number of transactions at a given time. As a result, each deal is led by a Managing Director and supported by other Managing Directors, Vice-Presidents, Associates and the resources of the entire firm. From buyer screening through due diligence, a seasoned Managing Director is always working to ensure that deal pitfalls don't turn into deal-killers.

Customized Deal Process
For entrepreneurs who will only undertake a business sale once in their lifetime, such a transaction often represents the culmination and monetization of years of sweat equity. For private equity groups, a sale generally represents the realization of another successful investment decision. No matter the motivating factor, we take extreme pride in the outcome of all of our assignments and customize a marketing campaign based on the goals and objectives shared with us by our clients.

Professional Marketing Materials
We possess a sharpened focus on those factors that promote synergies and favor the accomplishment of a strategic acquisition and transform this knowledge into marketing literature that credibly, legitimately and powerfully communicates our clients' "story" and captures the acquisition interest of a buyer.

For illustrative purposes, feel free to review a Confidential Information Memorandum from an actual transaction. (For confidentiality reasons, all names, dates and material information have been changed.) Click here to request a sample Information Memorandum.

Market Access
Normal day-to-day activities put us in constant communication with a large universe of domestic and foreign strategic acquirers and active private equity groups. A network of thousands of corporate personnel (CEO's, CFO's, and Corporate Development Officers) and professional service providers (lawyers, accountants, and bankers) provides us with the necessary real-time market intelligence to deliver maximum value-added service to our clients. Our long-standing relationships with these individuals and firms provide us with real time market data on transaction pricing, industry trends and the most active and aggressive buyers. This data in maintained in our proprietary, in-house database which serves as one of many valuable resources used to identify and screen buyers for our clients. (Sellers should note that despite our access to buyers, we are not beholden to them - because we are exclusively sell-side advisors, we can be objective and relentless in our pursuit of our clients' financial and qualitative goals.)

Additionally, we subscribe to third party research services that provide us unlimited access to thousands of online databases and directories, periodical subscriptions and research professionals worldwide. Our philosophy of utilizing the foremost available resources is, and will remain, uncompromising.

Typical Transaction Timeline
Although no transaction is typical, an unbiased representation on how a seller can expect a marketing campaign is as follow: