Our Solutions
Freeman Logan offers a full suite of M&A Advisory services to companies across industries.
We “quarterback”
your deal team
We guide the process and collaborate with the other professionals on your team—and can recommend trusted partners if you don’t have them. Here’s a quick summary of our roles:
Freeman Logan
- Manages the overall process
- Develops the selling story and marketing strategy
- Establishes a range of values/advises on the spectrum of possible outcomes
- Identifies potential challenges early in the sales cycle
- Shops the company to numerous potential buyers
- Provides extensive due diligence support
- Assists with developing Final Purchase Agreement
Accountant
- Conducts pre-sale financial due diligence
Transaction Attorney
- Assists with negotiation of transaction terms
- Drafts legal documents
- Focuses on what might create exposure for the seller post-transaction
- Assists with regulatory approvals
Tax / Financial Professional
- Provides advice on optimal structure of the sale
- Determines the preferred domicile and tax treatment of transaction
Our Process
As seasoned management consultants, we are able to quickly understand varied business models and company strategies to flatten the learning curve and get to work fast. Our time-tested methodology is both thorough and efficient.
We invest significant time in understanding the client’s business model and goals and objectives for an exit. If we find any of the issues that typically trip up prospective sellers, we work with the owners to address those issues before taking your business to market.
Deal Prep
- Conduct pre-sale due diligence and Exit Readiness validation
- Establish asking price, create confidential information memorandum; develop deal marketing plan (wide net and targeted)
Buyer Solicitation
- Solicit and vet buyer prospects
- Schedule and host Q&A sessions with seller
LoI Vetting
- Negotiate/evaluate LOI’s and recommend “short list” of buyers
Due Diligence
- Manage due diligence activities including legal, operational, financial, working capital, etc.
Closing
- Negotiate and refine deal terms
- Update valuation and key deal parameters such as earnouts, rollover equity, hold backs, indemnification, reps and warranties
Key Industries
While we work with a wide range of companies, we have extensive experience in the following industries:
IT MSPS
Telecom
(Wireless)
software
Business Services
Digital Marketing
The Freeman Logan Experience
When you engage Freeman Logan, you are partnering with a team of trustworthy advisors committed to your success. We are always available to make this complicated process seamless and drama-free.
We never push you into an engagement until the timing is right and we are totally aligned on the path forward.
