Mergers & Acquisitions Expertise
Through a strategic partnership with Pension Wealth M&A Advisors, LLC we’re able to offer clients an alternative approach to selling and acquiring a business. The M&A Advisors team runs a very rigorous and prescriptive approach to make sure your business is built to sell and to make sure they understand your value position and how it aligns with prospective buyers. This approach assures that you’re getting the maximum value for the deal. Pension Wealth M&A Advisors, LLC primary focus is sell-side engagement, add-on acquisitions, and business advising. These services are provided in support of private equity, family offices, and private business owners.
Sell-Side
Engagement
- Assess salability of the business
- Define the value position of the business
- Develop Offering Memorandum
- Research & define prospective buyers
- Prepare and manage M&A process
- Negotiate Definitive Agreement
Add-On
Acquisition
- Define strategic value of an acquisition
- Research/develop acquisition targets
- Launch the acquisition process
- Execute a Letter of Intent
- Manage due diligence
- Negotiate Definitive Agreement
Business
Advising
- Executive Mentoring
- Management Consulting
- Strategic Planning
- Equity Position
- Debt Financing
- Recapitalization