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M&A Support

Guiding Transactions with Clarity, Speed, and Confidence

Mergers and acquisitions are defining moments in a company’s life, whether you're buying, selling, or merging. They can unlock scale, liquidity, and strategic advantage. But they’re also complex, high-stakes, and emotionally charged.

Our M&A Support service is designed to simplify the process and maximize value. Whether you are on the buy-side or sell-side, we provide expert guidance through each phase—from positioning and modeling to diligence and execution.

We don’t just advise, we drive momentum, reduce friction, and make sure you get to the right deal.


1. Teaser & Info Memo Creation: The Right Story, Told the Right Way

Your first impression matters—especially in M&A. Whether you're selling your company or acquiring one, a strong teaser and information package shapes how seriously you're taken.

We craft:

  • Teasers (1–2 page summaries) highlighting the opportunity for potential buyers or investors

  • Confidential Information Memoranda (CIMs) detailing the business model, financials, market positioning, and growth potential

  • Strategic messaging that speaks directly to target audiences, whether that’s private equity, strategic buyers, or founder-led acquirers

For buy-side clients, we also help you refine your acquisition thesis and outbound messaging to approach targets professionally and discreetly.


2. Financial Modeling That Supports Valuation & Negotiation

Numbers tell the story—and in M&A, they need to hold up under scrutiny.

We build:

  • Valuation models based on DCF, precedent transactions, and comps

  • Pro forma financials showing what the combined business would look like post-deal

  • Scenario models simulating growth, synergies, and downside risks

  • Cap table and earn-out modeling to support negotiation structure

Whether you’re trying to justify your asking price or assess a target’s sustainability, our models are detailed, defensible, and negotiation-ready.


3. Diligence Coordination: Keeping the Process on Track

Due diligence is where deals are won or lost. It’s also where momentum can stall.

We serve as the operational glue during diligence:

  • Coordinating data room setup and management

  • Responding to investor or acquirer requests quickly and completely

  • Tracking progress across workstreams (legal, financial, commercial, tech)

  • Liaising with lawyers, accountants, and advisors on your behalf

For smaller teams, this can make the difference between a clean deal close and a painful process spiral.


4. Strategic Guidance on Deal Structure

Not all deals are created equal. From earn-outs and equity swaps to asset sales and full exits, the structure can make or break your future.

We help you:

  • Evaluate offers from a strategic and financial perspective

  • Align deal structure with your growth or exit goals

  • Model outcomes under different payment terms or contingencies

  • Communicate effectively with investors and board members

We’re not here to push deals—we’re here to make sure the right deal gets done, on your terms.


Why It Matters

M&A is often a once-in-a-lifetime event for founders. Without the right preparation, you risk:

  • Mispricing your company or overpaying for a target

  • Losing credibility with buyers or sellers

  • Getting buried in diligence or legal back-and-forth

  • Signing a deal you later regret

With M&A Support, you gain:

  • Clear, structured communication with all parties

  • Financial and strategic visibility

  • Operational readiness for every stage of the deal

  • A faster, smoother process—backed by professionals who’ve done it before


Who It’s For

This service is built for:

  • Founders preparing for acquisition, whether inbound or strategic

  • Operators looking to acquire smaller teams, products, or bolt-ons

  • Investors facilitating exits for portfolio companies

  • Corporates or scaleups running targeted M&A campaigns

Whether it's your first deal or your fifth, we provide the horsepower and clarity to keep it on track.