The M&A Transaction Process

 At MergersAdvisor, our process is designed to deliver clarity, control, and confidentiality from preparation through closing.
With decades of experience and hundreds of successful outcomes, we guide business owners through every stage of a transaction with precision and purpose. 

 We begin with a confidential review of your company’s operations, performance, and financials to identify value drivers and determine a strategic valuation range. Our process positions your business for maximum appeal to qualified buyers and investors. 

 We develop a curated list of private equity firms, corporate acquirers, and family offices aligned with your goals. After NDA execution, we discreetly share confidential materials and manage all communications to generate competitive buyer interest. 

We evaluate preliminary offers based on valuation, structure, and strategic fit. Each potential buyer is vetted for capability and alignment before moving forward to the next stage.

 After a letter of intent (LOI) is executed, we coordinate due diligence, manage timelines, and lead negotiations to protect your interests while maintaining transaction momentum.

 We oversee all final steps, coordinating with legal, financial, and operational teams to ensure a seamless closing. We assist with the ownership transition to preserve continuity for employees, clients, and stakeholders.