Mergers & Acquisitions

Mergers & Acquisitions, Divestitures, and Sell-sides

In a strategic transaction, the CEO of a company is confronted with the conflicting challenges of both operating her or his company and making the transaction happen. Investment bankers typically take an approach to transactions that further burdens the senior management team with preparation of a full CIM (Confidential Information Memorandum); countless management presentations, and a legal closing processes that may contain unnecessary steps. Salisbury Advisors takes a “Six Sigma” approach to M&A, and, in consultation with the CEO and management team, works to draw upon senior leadership at the highest points of leverage.

At Salisbury Advisors We Want to Exceed Expectations

It is easy for an investment bank to win an assignment based on setting unrealistic expectations with the client; it is a matter of objectivity and process management to make the client delighted with the outcome.

The real work in an M&A assignment is finding the buyer who views the business as a “must have” asset. In our experience, sometimes this is the most obvious buyer with whom the client refuses to have discussions for non-transaction reasons, or a buyer who is seeking to expand into an adjacency.

As part of our M&A Services, we…

  • Develop appropriate marketing materials
  • Research and contact prospective buyers
  • “Right size” the transaction process to optimize valuation and other outcomes
  • Engage with the accounting and legal partners on the closing process

The Verticals we work across include…

  • Business Services
  • Consumer
  • Energy
  • Fintech
  • Healthcare
  • Industrials
  • Retail
  • Real Estate
  • Technology