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.​

​

• Planning & Strategy Development

  • Understanding and establish client objectives

  • Highly Iterative client engagement process

  • Strategy planning and development

  • Financial, Tax & Legal structural considerations

• Preparation & Analysis

  • Dynamic financial model development and analysis

  • Marketing memorandum material preparation

  • Establishment & organization of data room

  • Identification & qualification of buyers

• Execution

  • Dissemination of memorandum 

  • Letter of Intent negotiation

  • Active data room management
    of due diligence process

  • Negotiation of definitive agreement

  • Execution & Close