SELL SIDE -
MERGERS & ACQUISITIONS
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Sell Side M&A
The most effective representation requires full understanding the incentives, motivations and perspectives of the transaction counter parties. The professionals at CI are experienced navigating both sides of transactions and have held various executive level capital markets positions, which secular knowledge provides CI and their clients a distinct competitive advantage.
The core of CI’s Sell Side M&A advisory partnership with our clients is a sincere commitment and focus on optimizing outcomes by establishing objectives. CI actively manages the execution of all aspects of the sell side process holding itself and all transaction constituents to an institutional level of accountability on behalf of our client.​
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Planning & Strategy Development
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Understanding and establish client objectives
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Highly Iterative client engagement process
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Strategy planning and development
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Financial, Tax & Legal structural considerations
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Preparation & Analysis
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Dynamic financial model development and analysis
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Marketing memorandum material preparation
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Establishment & organization of data room
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Identification & qualification of buyers
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Execution
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Dissemination of memorandum
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Letter of Intent negotiation
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Active data room management
of due diligence process -
Negotiation of definitive agreement
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Execution & Close
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Recognizing the magnitude in the responsibility and priveledge associated with strategically guiding our clients through the unique and technical financial aspects of their life’s work requires the highest level of critical thinking to produce successful outcomes over a long period of time. There are no shortcuts to replace real world experience having navigated the industries’ most challenging and rewarding markets. That’s how we get results.
BRETT L. BISHOV
Managing Partner & Founder
New York