Mergers & Acquisitions Advisory Services
A trusted advisor to founder-led businesses and GovCon companies throughout the U.S, we provide M&A advisory focusing on private companies with $10 million to $100 million in revenues
Mergers & acquisitions advisory services
Preparation
- Compilation/Analysis of Financials and Client Concentration
- Assess Market Position; Review Strengths and Challenges
- Data Room Established
- CIM/Teaser Completed
- Legal Review of NDA
- Prepare List of Potential Buyers
Buyer Identification
- Market Outreach Begins
- NDAs Signed and Catalogued
- Respond to Inquiries from Potential Buyers
- Buyer Qualification
- Extensive Due Diligence
- Management Meetings
- Letter of Intent (LOI) Negotiations
- Ends when LOI is Signed
LOI to Close
- Extensive Confirmatory Due Diligence
- Financing Obtained
- Negotiation of Legal Documents (Legal and
Commercial Terms) - Ends when Closing Occurs
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
- Develop Company Criteria
Target Outreach & Engagement
Account Based Marketing
- Track Target Accounts
- Screen & Qualify Leads
- Engage Target Accounts
- Facilitate Management Meetings
LOI to Close
Confirmatory Due Diligence
- Financial
- Legal
- Regulatory
- Tax
Negotiate Deal Terms
- Structuring
- Escrow
- Net Working Capital Target
- Tax Treatment
- Research Total Addressable Market Financing
- Debt – Equity Strategy Development
Preliminary Due Diligence
- Financial Analysis
- Determine Purchase Price
- Contract & Client Concentration
- Determine Deal Structure
- Backlog & Pipeline
- Negotiate LOI
- Size-out Considerations
Prepare and Finalize Legal Docs
- Purchase Agreement
- Operating Agreement
- Disclosure Schedules
- 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