Investment Banking

Sell-Side Advisory

Our sell-side advisory services support middle-market business owners as they evaluate a sale of their business or assets to private equity or strategic acquirers. We are experts in preparing and positioning companies for this process.

With each sell-side assignment, we spend a substantial amount of time upfront analyzing our client's business. Through this work, we gain intimate knowledge that allows us to optimally position the business for sale and often results in us outperforming our client's expectations.

Our services include evaluating and recommending financial and strategic alternatives with respect to a sale, advising on the appropriate process, valuation, and timing, and preparing collateral materials. Most importantly, we collaborate with our clients to identify, contact, and select the most qualified buyers while also assisting in negotiating and closing the sale.