Services

M&A Advisory Services

A trusted advisor to founder-led businesses, GovCon organizations and software-as-a-service (SaaS) companies throughout the U.S., we provide mergers and acquisitions (M&A) advisory focusing on private companies with $10 million to $70 million in annual revenue.

Mergers and Acquisitions Advisory Services

Buy or Sell a Small Business

We specialize in guiding business owners and buyers through the entire M&A process. Our mergers and acquisitions advisory services cover every step, from the initial consultation and valuation to deal closing and transition. We even provide after-closing support. Our advisors help you seize the potential of this significant business transaction. With our services, you can close the deal at the right price.

Preparation

Assess market position by thoroughly reviewing and evaluating the company’s current financials, operations, and regulatory compliance.
Review strengths and challenges, including but not limited to backlog/pipeline headwinds and tailwinds, as well as analyzing client concentration.
Consider value in the market, buyer appetite, and the ideal time to go to market.
Provide expected valuation guidance.
Establish a secure online data room.
Create marketing teaser (Anonymized).
Complete confidential information memorandum (CIM).
Perform legal review of nondisclosure agreement (NDA).
Prepare a potential list of qualified buyers.

Buyer Identification

Begin market outreach.
Respond to inquiries from potential buyers.
Present every potential buyer to client for approval.
Catalog signed NDA.
Question and qualify potential buyers.
Facilitate potential buyers’ initial due diligence request.
Conduct management meetings.
Negotiate letters of intent (LOIs).
Work with client to review LOIs.

LOI to Close

Facilitate confirmatory due diligence among principals, advisors, legal counsels, accountants, and financing sources/lenders.
Support buyer’s requests to secure financing.
Oversee negotiation of legal documents (legal and commercial terms).
Complete closing.
Provide any post-close activities required.

Why sbLiftOff

Deep expertise in Government Contracting

Extensive GovCon network of buyers, sellers, accountants, lawyers, commercial bankers, and others

Sophisticated process to identify, qualify/screen, and engage potential target companies

Hands on collaborative transaction team from preparation to close

Compensation largely contingent on successful transaction close

Preparation

Acquisition Focus

Define industry focus: agencies and end clients.
Develop company criteria: designations, size, service offerings, and clearance levels.
Research total addressable market (TAM) financing.
Formulate debt-to-equity strategy.

Target Outreach and Engagement

Account-Based Marketing

Track target accounts.
Screen and qualify leads.
Engage target accounts.
Facilitate management meetings.

Preliminary Due Diligence

Analyze finances.
Evaluate contract and client concentration.
Review backlog and pipeline.
Identify size-out considerations.

Provide Go/No-Go decision based on fit and feasibility to close.
Determine purchase price.
Determine ideal deal structure.
Negotiate LOIs.

LOI to Close

Confirmatory Due Diligence

Validate financial information.
Review legal documentation.
Confirm regulatory compliance.
Examine tax records.

Finalize Deal Terms

Structure the transition.
Establish escrow arrangements.
Set net working capital target.
Determine tax treatment.

Prepare and Finalize Legal Docs

Draft purchase agreement, partner with buyer’s legal counsel for execution.
Prepare operating agreement.
Assist with disclosure schedules.
Finalize the closing checklist.

Why sbLiftOff

Deep expertise in Government Contracting

Exhaustive research to develop your Total Addressable Market

Sophisticated process to identify, qualify/screen, and engage potential target companies

Hands on collaborative transactions team to bring deals to close

Fee largely contingent on success of a transaction

Trust sbLiftOff for M&A Services

At sbLiftOff, we have deep expertise in government contracting, software, SaaS, and logistics. Our experts understand the regulatory nuances and can position your business for maximum value. We follow a carefully honed process to identify, qualify, and engage potential buyers. Our hands-on, collaborative team works with you from preparation to closing.

Benefits of Our Sellside Services

We support those looking to sell businesses by finding a buyer who is the right culture fit as well as someone who can offer fair maximum value. We maintain an extensive list of GovCon and SaaS buyers and work closely with our network of accountants, lawyers, commercial bankers, and others who may know of a good fit for the deal. The compensation sbLiftOff receives comes primarily upon the close of your deal, with all monthly professional fees credited at close.

Benefits of Buyside Services

Companies looking to buy must ensure new acquisitions advance their strategic goals, rather than just add revenue. We perform intensive research through our M&A financial advisory services to develop your total addressable market and conduct the outreach to surface interested sellers. Our goal is to advance your business objective, and our compensation comes primarily upon the close of the deal. This approach motivates our advisors to put your goals at the center of the deal work, ensuring an acquisition ultimately maximizes your value and growth.

Start Your M&A Journey Today

We provide high-quality small business M&A services for those looking to sell or buy. Our expert guidance is focused on creating a smooth, stable deal process that yields the result you had in mind. Use our online contact form to submit a confidential inquiry.