While no two transactions are alike, there is an established methodology that all top investment banks use. We've honed that into a six-point process that our unique industry experience proves works best.
1 Goal-defining
In our first meeting, we'll ask for your wish list. We'll also ask you lots of questions — questions designed to reveal the hidden values in your business as well as the hidden weaknesses — to get insight on how best to position you in the market.
2 Reality Check
We perform a comprehensive market appraisal — to test your desired outcome against cold, hard market reality. Note, we consider more than just numbers. We also look at business and industry trends, the capital markets, the mood of the M&A market and other intangibles that affect valuation — all with an expert eye on how to leverage them to your advantage.
3 Deal Engineering
Price is always the major consideration, but often not the only one. Working together with you, we'll finalize deal objectives based on our market appraisal, and given your specific transition needs.
4 Proactive Planning
Facing potential "deal-killers" is not a question of if, but when. We know how to anticipate them and will work with you to establish a plan to overcome them — so when one inevitably does arise, we'll be ready.
5 Deal Packaging
Taking a deal to market is equal parts business science and marketing art. Through our in-depth experience, personal knowledge of the players, and our continuous monitoring of the Building Product, Building Material and Construction Industries, we'll help you package, time and target your offering to get you the best possible execution.
6 Offer Assessment & Negotiation
Just because there are offers coming in doesn't mean the transaction is finished. Neither are we. We help you separate the solid from the smoke and mirrors, select the best of the viable, and get you through the negotiations to the best advantage.