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

sbLiftOff provides M&A advisory services for founder-led businesses, government contracting organizations, SaaS companies, and other private companies. Its advisors support business owners and buyers throughout the M&A process, including preparation, valuation, buyer identification, due diligence, negotiation, closing, and post-close activities. Sellside services help owners identify qualified buyers and maximize business value, while buyside services help companies identify acquisitions that support strategic goals and growth.

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 small business m&a advisors help you seize the potential of this significant transaction. With our services, you can close the deal at the right price.

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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

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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. 

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.

Frequently Asked Questions

Every M&A transaction is different, and business owners often have questions about timing, preparation, valuation, and the role of an advisor. These answers address common questions about buying or selling a small business and explain how M&A advisory services can support a successful transaction.

Do I need M&A advisory services to sell my small business?

The best M&A advisory services for small businesses help owners prepare, market, negotiate, and close a transaction. This assistance helps determine the right valuation, identify qualified buyers, protect confidential information, and navigate due diligence. The advisor also coordinates with attorneys, accountants, lenders, and other transaction professionals to keep the deal moving from preparation through closing. In the end, a good M&A advisor pays for themselves in higher valuation, better deal terms, reduced risk, and greater likelihood to close. 

How do I know if my business is ready to sell?

A business is generally ready for market when its financials, operations, customer relationships, regulatory compliance, and growth opportunities can withstand buyer review. Owners should understand their company’s current market position, revenue trends, profitability, backlog or pipeline, client concentration, and operational strengths with challenges. An M&A advisor assesses these factors and helps with proper preparation to improve buyer confidence.

What is the difference between a sellside and buyside M&A advisor?

A sellside M&A advisor represents a business owner who wants to sell their company. The advisor prepares the business for market, develops marketing materials, identifies and qualifies potential buyers, supports negotiations and facilitates the transaction through closing. A buyside M&A advisor represents a company seeking an acquisition. The advisor helps define criteria, develop the target market, identify potential sellers, conduct outreach, and support due diligence with negotiations. In both cases, the advisor focuses on advancing the client’s strategic and financial objectives.

Do I need a specialized advisor to sell my federal contracting company?

Yes, selling a federal contracting company can involve considerations that differ from other small business transactions. Buyers may evaluate contract backlog, pipeline, client consideration, regulatory compliance, contract vehicles, customer relationships and other GovCon-specific factors. An M&A advisor with government contracting expertise understands these considerations and can help position the company appropriately for qualified buyers. A specialized advisor can also leverage and established GovCon network of buyers, accountants, lawyers, commercial bankers, and other professionals to support the transaction.