Mergers and Acquisitions

Sell-Side Advisory

Corporate sales and partial liquidity events are enormous financial opportunities for business owners, not only professionally but also personally. To fully capitalize on these transactions, it is important to move through a well-managed process with an experienced advisor you trust – an advisor that understands your market, your company and more importantly your company’s full potential.

The Inflexion approach is designed to achieve top valuation in a sale transaction by showcasing a fully vetted, optimized version of your company to the most appropriate buyers. By taking the time to understand all key business value drivers as well as the nuances of your specific operating environment upfront, we are better equipped to drive a highly effective marketing campaign across the buyside space.

Services Offered

The Inflexion Sell-Side Advisory Process

Preparation

Proper planning is the key to a successful transaction. Our process begins with a thorough review of every aspect of your business. This review is used to both catalogue important company documents and to build a detailed Offering Memorandum which will be used to market your company. Our Confidential Information Memorandums are comprehensive investment books which not only outline historical performance, but also showcase your company’s future potential. In short, we put your company through due diligence before going to market, which ensures that its full potential is presented to buyers and all possible deal impediments are adequately addressed beforehand.

Marketing

We work with top private equity investors, global family offices and corporate acquirers to ensure that the buyer universe for your company is as broad as possible. We actively manage the marketing of your company throughout the sale process, by talking to all buyers on your behalf and fully shielding you from the minutia. Under no circumstance are you left trying to manage buyer calls and requests, which can become a major distraction and potentially have a negative impact on your company’s performance.

Due Diligence & Closing

Due diligence can become overwhelming without adequate preparation. We quarterback this process, leveraging the information we have gathered upfront to fully understand your company. By providing buyers with an organized data resource, plus professional deal guidance, buyer due diligence goes much smoother. A smooth due diligence process in turn leads to a faster close with fewer surprises.