SELL-SIDE M&A ADVISORY

We run the sale.

From valuation guidance and the selling story through buyer competition, management presentations, negotiation, and close, one team stays accountable for the result.

WHY PROCESS MATTERS

Five disciplines build bargaining power.

An owner negotiates from strength when several qualified buyers want the business, the story holds under diligence, and a credible alternative exists to any single offer. We build those conditions months before the first offer arrives.

01

Alternatives

A buyer universe tiered by thesis fit and approved by the owner before outreach begins, so more than one credible buyer is always at the table.

02

Timing

Outreach in waves sequenced so offers arrive together, and the owner compares them side by side.

03

Information

Staged disclosure and a single fact base behind every document, so the story stays consistent from teaser to closing.

04

Evidence

Baselines, named owners, and documented results, so buyers can underwrite the improvement at full value.

05

Terms

Offers compared on effective value, term by term, with counter positions prepared before the letter of intent arrives.

OUR PROCESS

Five stages, one accountable team.

We learn the business model and the owner’s goals first. If we find issues that typically trip up sellers, we fix them before going to market.

01

Deal preparation

Validate exit readiness, set the asking price, write the confidential information memorandum, and plan marketing.

02

Buyer solicitation

Build and vet the buyer list in tiers, approve it with the owner, and host Q&A sessions.

03

Letter of intent vetting

Evaluate each offer on effective value and recommend a short list of buyers.

04

Due diligence

Manage the legal, operational, financial, and working capital workstreams and defend the price.

05

Closing

Negotiate final terms, including earnouts, rollover equity, holdbacks, indemnification, and representations and warranties.

WE QUARTERBACK YOUR DEAL TEAM

Every advisor in one plan.

ROLE

WHAT THEY HANDLE

Freeman Logan

Runs the overall process, develops the selling story and marketing strategy, sets the range of values, flags challenges early, shops the company to buyers, supports diligence, and assists with the purchase agreement

Accountant

Pre-sale financial diligence

Transaction attorney

Negotiates terms, drafts legal documents, limits post-sale exposure, and handles regulatory approvals

Tax and financial professional

Advises on sale structure, domicile, and tax treatment

RESULTS

Owners who took the next step.

CASE STUDY

START WITH

FACT TO LEAD WITH

SK Weston

Contact centers, BPO consulting, IT managed services

A sale in a complex, multi-country market

Enlightek

IT managed services, 30 employees, $3.3 million in revenue

Founders of more than ten years who wanted a profitable exit

EMSI

IT managed services

Sold in three months

WHO WE WORK WITH

Not ready yet? Start earlier.

Founder-led companies with $10 million to $100 million or more in revenue. A business 18 to 36 months from market gains most from preparation first.