boutique investment bank

The Process

Fundamental to all M&A's work is the M&A commitment to gaining a thorough understanding of a client's business, and ensuring that before a transaction, clients are well informed about valuation, potential interested parties, the key stages in a transaction process, and the likely length of time to close a transaction. The process typically involves several phases, including the following:

  • Reviewing carefully the Company's business and strategic plans, budgets, financial results and expectations.
  • Researching public information with respect to the current state of the market, including recent transactions relevant to the Transaction;
  • Preparing a high-quality memorandum that accurately describes the business, its performance, and compelling investment merits;
  • Generating a comprehensive database of potential acquirers, or investors including strategic and financial buyers, screened to fit the criteria of the seller;
  • Working with the Company to create a confidential competitive process designed to generate a range of favorable offers for the client to consider;
  • Coordinating due diligence reviews
  • Assisting in developing and executing the form and structure of the Transaction;
  • Transforming the best offer into a completed transaction.

Marlin & Associates draws upon its financial skills, negotiating experience and significant contacts to secure the best result possible for our clients.

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