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

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  • 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

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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