San Antonio Investment Bank

San Antonio

Mergers & Acquisitions

Navigating mergers, acquisitions, divestitures, or sales can be a challenge—especially when these transactions only happen once in a business’s lifetime. One misstep can result in costly consequences. That’s why partnering with an experienced advisory firm like Deal Capital can make all the difference.

Our team specializes in guiding middle-market businesses through complex deals, ensuring owners receive the value they’ve worked hard to build. With a network of seasoned legal and financial professionals, we deliver the strategic insight and execution needed to close successfully and maximize outcomes.

San Antonio’s unique business environment demands market-specific knowledge. We help business owners prepare for exit, attract the right buyers, and structure deals that align with their long-term goals. Whether you’re several years from selling or ready to explore opportunities now, we’re here to support every step.

At Deal Capital, we treat your business with the respect and care it deserves. With billions in transaction experience, we combine deep expertise with personal dedication to help you achieve the best results. Let us help you plan your next big move—reach out today.

Our M&A Process

01. Strategic Planning

Define the company’s long-term vision and determine how mergers or acquisitions align with overall business goals.This step sets the foundation for identifying the right type of transaction and desired outcomes.

02. Assess Financial Readiness

Evaluate current financial health, cash flow, and capital structure to determine the ability to support a deal.This may involve internal audits, valuation analysis, and preparing financial documentation for transparency.

03. Align M&A Criteria

Establish clear parameters such as industry focus, size, location, and cultural fit for potential deals.Having defined criteria streamlines the target identification process and improves strategic alignment.

04. Research Target Industry

Analyze market dynamics, competition, regulatory environment, and emerging trends within the target sector.This research helps to identify risks and growth opportunities that could impact the deal’s success.

05. Target List Building

Develop a focused list of high-potential acquisition targets or prospective buyers based on strategic fit.The list is often prioritized based on financial performance, market position, and synergy potential.

06. Target Outreach

Initiate confidential contact with selected targets to assess interest and explore potential deal scenarios.Initial communication is typically discreet and may involve intermediaries to protect confidentiality.

07. Engage Targets

Begin meaningful conversations to evaluate strategic alignment, cultural compatibility, and mutual goals.This stage helps determine whether to proceed to more formal negotiations.

08. Letter of Intent (LOI)

Draft a non-binding agreement that outlines the basic terms, structure, and timeline of the potential deal.The LOI signals serious interest and sets the stage for due diligence.

09. Due Diligence

Conduct a comprehensive investigation into the target's financials, operations, legal matters, and risks.This step is critical to validating deal assumptions and avoiding post-transaction surprises.

10. Closing

Execute final agreements, obtain necessary approvals, and complete the legal and financial components of the deal.This includes signing of contracts, transfer of funds, and formal deal announcements.

11. Target Integration

Align systems, processes, teams, and cultures to ensure smooth operational and strategic integration post-deal.Successful integration maximizes value creation and helps realize synergies from the transaction.

MERGERS & ACQUISITIONS ADVISORY FOR THE MIDDLE MARKET

Seasoned business owners understand that successful transitions hinge on a series of small yet crucial decisions. At Deal Capital, we guide you through these decisions—financial, legal, tax-related, and managerial—ensuring every step is aligned with your long-term goals and sets you up for maximum benefit.

Our role goes beyond simply completing a transaction. Whether you're selling or acquiring a business in San Antonio, we help you build a strong, appealing business structure and connect you with the right opportunities. With our expert guidance, you’ll be able to navigate complex obligations while keeping more of what you earn.

If you’re seeking a trusted partner with the reach of a global network and the insight of local expertise, Deal Capital is here for you. Contact our San Antonio team today and take the first step toward a successful business transition.

Frequently Asked Questions

For any further inquiries or personalized assistance, please don’t hesitate to reach out to our team. We’re here to help and provide the information you need to succeed.

Get in touch

San Antonio Investment Bank

MERGERS & ACQUISITIONS ADVISORY FOR THE MIDDLE MARKET

Locations

About