Buy a
Financial Advisory Practice Utilizing Our Advisory Services
Our buy-side advisory services are
typically used by advisers whose primary
objective is to buy a financial services practice with the
proactive assistance and support of an M&A adviser. When these
engagements are accepted, the scope will normally provide for
our assistance with the following key activities:
-
Identification and contact of
appropriate acquisition candidates
-
Preliminary review and analysis of
data received from potential target firms
-
Determination of potential valuation
range and possible deal structure
-
Negotiation of purchase price and
other key terms affecting the transaction
-
Coordination of due diligence,
closing documentation and closing
Regardless of our availability for
these types of engagements, all serious buyers should have their
profiles and objectives on file with us so that we can contact them
whenever relevant sell-side advisory and listing engagements occur.
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