Buy-Side M&A Advisory

We source off-market, accretive, not-for-sale companies to maximize acquirer value.

Tell us about your buy-side M&A needs

[]
1 Step 1
keyboard_arrow_leftPrevious
Nextkeyboard_arrow_right

Buy-Side Mergers & Acquisitions

An advanced buy-side M&A process
for optimizing inorganic growth.

We focus on deal execution, so you can focus on what matters most.

Businesses may decide to pursue the acquisition of another company for numerous reasons, including to achieve their growth goals. Our job at InvestmentBank.com is to fully understand your growth objectives, explain how a strategic acquisition plan may be implemented, identify viable targets, and then execute on the strategy to consummate a transaction.

As a trusted partner, InvestmentBank.com has helped domestic and international clients develop and execute buy-side M&A strategies to achieve growth targets, enter new markets, and acquire highly synergistic assets.

Our focus is on identifying highly accretive opportunities and unlocking the value that can be found in “off-market” or “not for sale” companies. While many buyers are familiar with popular business listing platforms, we take a counter approach when engaging with a client. Rather than competing for the same businesses as other buyers, we utilize our proven methodology of identifying companies not currently for sale, thus allowing you, the client, to engage with the target without having to compete with numerous other buyers.

Our value-add buy-side M&A services mean we take a holistic approach when assisting our clients achieve their transaction goals, which entails a comprehensive and technology driven process typically involving:

  • Developing a thesis for the transaction and the target criteria;
  • Evaluating capital needs to fund the transaction and advising on optimal debt/equity stack;
  • Generating a high-level business valuation for internal discussions;
  • Creating executive summaries, pitch decks, or marketing materials as needed;
  • Developing a comprehensive prospect list and custom CRM instance for outreach;
  • Conducting presentations to position the company’s story to potential targets;
  • Managing and reporting all communications with potential targets;
  • Establishing a virtual data room and overseeing the due diligence process;
  • Negotiating with targets on structure, timing, pricing, and potential financing terms;
  • Facilitating communications with third party advisors and closing of a transaction

  • Strategic Planning

    Jointly establish an acquisition plan between advisors and client, aligned with company strategy. Assess management readiness of strategic acquisition plan and shore-up potential deficits.

  • Assess Financial Readiness

    Gauge financial readiness in both debt and equity for executing on desired transaction types and sizes. Source any shortfalls in debt and equity from various capital sources outside client core company and contacts.

  • Align M&A Criteria

    Create an ideal target profile based on stringent, pre-arranged screening questions from the initial strategy session. Be prepared to tweak as needed based on market feedback, understanding that flexibility may be required.

  • Research Target Industry

    Implement detailed research plan for the global metrics and individual company targets within the sector of choice. Use findings to build the ideal target profile for both on and off-market opportunities.

  • Target List Building

    Build custom target list based on pre-determined strategic profile and general industry analysis and research.

  • Target Outreach

    Direct outreach to target list via phone, email, letter and direct meetings.

  • Engage Targets

    Engage targets confidentially, preparing them for eventual management discussions. Select desired target candidates among willing potential company sellers.

  • Letter of Intent (LOI)

    Present target company with offer via Letter of Intent (LOI) for eventual acquisition. Negotiate major deal points including value and structure.

  • Due Diligence

    Work with counsel, investment bankers and accountants on advanced due diligence via a shared virtual data room.

  • Closing

    Negotiate the definitive agreement among buyer and seller counsel, working toward a reasonable close.

  • Target Integration

    In line with the initial acquisition strategy prepare for and execute on an M&A integration pathway, bringing target and parent together.

Delivering Preemptive Off-Market Deals

Inorganic growth through strategic acquisitions can be complicated. Strategy matters in effective buy-side acquisitions. Our methodology harnesses technology and data tools to reach “not for sale” companies, delivering greater strategic value and more accretive deals. Being able to identify valuable opportunities worth investing in can be a challenge, when much of the deal flow in privately owned companies isn’t readily accessible. This challenge limits the number of deals PE firms complete or are even aware of.

Building Accretive Value

We make it possible for private equity firms to maximize their investment opportunities by digging deeper than what limiting strategies – like participating in broad auctions – offers. We source new portfolio company opportunities, as well as add-on opportunities, for existing portfolio companies.

Our experience spans nearly every niche and industry. The strategy we employ to identify investment opportunities is multifaceted. While traditional methods of prospecting (phone calls, for example) are still effective, our most valuable resource is our network of professionals (including accounting firms, attorneys, consultants, brokers, sell-side intermediaries and investment bankers).

Over time, our network of professionals has come to view Acquisition.net as a valued source for discreetly presenting high-caliber qualified buyers.When it comes to capital investment in existing and profitable businesses, our network of industry experts can help take your transaction from start to finish. Please contact us today if you are in the market to purchase an existing business.

Buy-Side M&A Fees

Our fee structure is simple and broken into three groups
Our active buy-side client engagements include a recurring monthly engagement fee. The fee will include the direct work of multiple M&A advisors and licensed investment bankers. The fee is typically less than on a monthly basis than what would be expected for a single analyst. Engagement fees may escalate as the engagement matures and the tasks become more complex and time-consuming as the transactions moves through due diligence toward closing. However, all engagement fees are credited and treated as a "draw" against any future success fees that may be due at the time of close.
The majority of our fees are contingency-based. That is, we are paid at the time a closed acquisition transaction occurs. Throughout the term of a longer-term engagement, we may be paid multiple client buy-side fees, while only one engagement fees is paid, which is credited against the success of a close. Our buy-side fees are typically lower than sell-side fees.
Any pre-approved, out-of-pocket expenses are reimbursed by the client during the length of the engagement. Examples might include pre-approved travel, management meeting expenses, etc.

How Our Process Delivers Value

  • Delivers pre-emptive “not for sale” deals where little or no price competition exists.
  • Delivers “not for sale” profitable vs. asset deals i.e. known “for sale”companies – there is a reason they are for sale.
  • Creates positive alternatives for investment by having multiple choices for investment at once vs. one deal at a time.
  • Uses technology to scale human resources in attracting and nurturing deal flow. Proprietary database opens up deal flow.
  • Uses predictive analytics based on past performance and gives trend of what post-close will look like – capable of crunching more deals.
  • Delivers better deals and a faster / compressed time to close.
  • Utilizes team approach and scalable resources to attracting, finding, quantifying, analyzing and executing deals.
  • End result is accretive deal that adds enterprise value on many levels.

Expert Support

Being able to identify valuable opportunities worth investing in can be a challenge, when much of the deal flow in privately owned companies isn’t readily accessible. This challenge limits the number of deals PE firms complete or are even aware of.

We make it possible for private equity firms to maximize their investment opportunities by digging deeper than what limiting strategies – like participating in broad auctions – offers. We source new portfolio company opportunities, as well as add-on opportunities, for existing portfolio companies.

Our experience spans nearly every niche and industry. The strategy we employ to identify investment opportunities is multifaceted. While traditional methods of prospecting (phone calls, for example) are still effective, our most valuable resource is our network of professionals (including accounting firms, attorneys, consultants, brokers, sell-side intermediaries and investment bankers).

Over time, our network of professionals has come to view our team as a valued source for discreetly presenting high-caliber qualified buyers.

We’ll help you find willing and credible sellers, while providing you valuable resources such as helping you to understand the risks involved in buying a specific business.

Once you’ve found a business worth investing in, we’ll aid you in structuring the acquisition appropriately and avoiding/enduring the inevitable challenges associated with a closing.

Get in touch