From locating a buyer or seller and conducting due diligence, through successfully negotiating the deal terms and dollars, the stakes are high when trying to maximize your post-transaction dollars or investment. Going beyond traditional accounting firm services, the licensed investment bankers and Certified Mergers & Acquisitions Advisors are a one-source solution to help you navigate the complexities of selling the business or growing through acquisitions.

• Certified Mergers & Acquisitions Advisors and licensed investment bankers
• Deal size spanning from lower to upper middle market
• Transactions completed in virtually all industries, including manufacturing, distribution, service, energy, construction, transportation, technology and retail
• Securities offered through Decosimo Corporate Finance, member FINRA and SIPC

Sell-Side Services

• Identifying value drivers to optimize sale price
• Researching and identifying potential buyers
• Conducting a private-limited auction process
• Managing buyer discussions, including securing confidentiality agreements
• Coordinating and leading management meetings
• Advising on deal structure, considering tax and financial issues
• Supporting and overseeing due diligence process
• Negotiating letters of intent and purchase and ancillary agreements
• Optimizing the tax structure of the deal

Buy-Side Services

• Formulating growth strategy alternatives
• Determining and developing acquisition criteria
• Identifying acquisition candidates
• Screening potential targets
• Preparing letters of intent and related documents
• Negotiating agreements and assisting with closing
• Performing financial and operational due diligence
• Advising on deal structure, considering tax and financial issues
• Developing post-acquisition business plans
• Assisting with post-transaction integration issues and activities

Our Current M&A Opportunities

View our latest deal sheet.

For more information, contact our Troy or Houston investment bankers.