Search Acquisition Process
What is Search Advisory?
Outsourced corporate development and deal origination services for private equity firms, ultra high net worth family offices, strategic acquirers, serial entrepreneurs, and high net worth investors seeking add-ons, tuck-in acquisitions to existing platforms or a future platform with >$2MM to -$5MM of EBITDA today. "Deal Flow-As-A-Service" for those with a sophisticated understanding of the investment, timeline and patience required to build an efficient and effective fly wheel and that the best sell-side opportunities come to those who planned and prepared well in advance.
How are we different?
For years our team has invested, leveraged and nurtured our established brand, personal and professional reputations, existing relationships with advisors, intermediaries, capital providers, corporates and others, via volunteering, community involvement, a social media presence, event sponsorships, industry and professional association memberships, ongoing digital, virtual and in person outreach, communications, networking and thought leadership activities to surface in-market sell-side opportunities and others that not everyone is aware of.
Pre-engagement
Indicative Timeline: Week 1-2
Agreement on the market capitalization/valuation of the existing business that is the platform for add-on acquisitions, a foundation to determine which acquisitions might meet the return hurdle the shareholders/investors require to justify an acquisition.
Engagement & Preparation
Indicative Timeline: Weeks 1-4
Develop a solid documented acquisition plan outlining why the business should make acquisitions, and what the desired outcomes are, articulate the M&A criteria in a Tear Sheet setting out the specifics such as company value, industry, geography, revenue, margins, growth, employees, etc.
Go-to-market
Indicative Timeline Weeks 1-6
Use the above criteria to curate and identify an addressable market of potential acquisition candidates and respond to inbound interest from all of our existing and ongoing marketing and communications or Teasers from sell-side intermediaries.
In-market
Indicative Timeline: Weeks 1-8
This phase involves reaching out to selected companies that meet the criteria and commencing a dialogue with target organizations management.
Deal flow
Indicative Timeline: Weeks 8+
This phase involves the ongoing introducing of prospects to our clients, leaving the evaluation, negotiation, and consummation of any transaction to the acquiring company, its principals and/or appointed agents.
What sort of results can be expected?
Actual results may vary based on known and unknown external and internal factors. To minimize your risk, we seek alignment of our mutual economic interest, as we only get paid our success fee, if you/we close your transaction.
Post Search
Found your acquisition target and need experts to aid you through to close?
Contact us
Book a complimentary virtual consultation to discuss your professional needs, opportunities, or challenges, brainstorming ways to help you succeed with your sell-side mergers and acquisition process.