Below you will find a sampling of questions we answer throughout our discovery process.
Is your organization "buyable"? If so, how much can you harvest from a sale? Is this enough to support the next chapter of your ideal life?
What really matters to buyers in your industry, and how do they value an acquisition target?
How can you maximize your organization's value in the current economic environment?
Does the opportunistic or strategic acquisition opportunity you're looking at makes sense to move forward?
What should you do right now if you are targeting a transition within the next 3 years?
Together, we will review your unique situation, your industry, your organization's dynamics and the market conditions. This process will uncover the best strategic options to consider, and how to maximize the value of your unique business.
We help organizations execute their growth or exit strategy. Our advisory services include:
Whether your goal is to sell your business now or in the next five years, or you are looking to grow organically or through acquisition, we can help. We meticulously manage our client's transition to the next phase of their personal and professional lives.
Agile is our mindset, our philosophy.
Buying an organization, or selling one, is a complex undertaking. No two deals will face the same obstacles on their path to close.
Traditional methods used to transact deals are inefficient and rely on fragmented information on spreadsheets, linear methodology and antiquated communication techniques that often lead to deal fatigue, and for some, deal failure.
The Agile M&A process boils down to utilizing a more interactive approach to buying or selling an organization. As the deal evolves, we accommodate the unforeseen needs of the teams involved, embracing changing conditions effectively. We rely on proven techniques and remain flexible.
We utilize the latest transaction management technology and the agile M&A process and mindset. This allows us to adapt to the unique needs of our client's deal, efficiently diagnose and overcome challenges and collaborate in real time with both sides of the table.
Overall, the agile mindset and process provide our M&A team with the agility and resilience required to navigate the uncertainties and complexities of mergers and acquisitions, resulting in a higher rate of successful deal closures for our clients.