How Our M&A Process Works

Our proven 6-step M&A process ensures maximum value creation and successful transaction completion.

Initial Assessment

Comprehensive business evaluation and readiness assessment

Strategy Development

Customized M&A strategy and transaction structure

Market Preparation

Prepare marketing materials and identify target buyers

Buyer Discovery

Connect with qualified buyers and negotiate terms

Due Diligence

Manage the due diligence process and documentation

Transaction Close

Execute the transaction and post-close integration

M&A Readiness Assessment

Evaluate your business's readiness for M&A with our comprehensive assessment covering financial, operational, legal, and strategic factors.

Financial Readiness

Clean financials, EBITDA optimization, tax structure

Operational Excellence

Process documentation, key personnel, systems

Legal Compliance

Corporate governance, contracts, IP protection

Investor – Buyer Discovery

Access our extensive network of qualified buyers, strategic investors, and financial sponsors to find the perfect match for your M&A transaction.

Strategic Buyers

Connect with industry leaders and competitors seeking strategic acquisitions for synergies and market expansion.

• Industry consolidators

• Vertical integrators

• Market leaders

• Technology acquirers

Financial Buyers

Access private equity firms, venture capital funds, and institutional investors focused on growth and returns.

• Private equity firms

• Family offices

• Growth capital funds

• Institutional investors

International Buyers

Reach global buyers seeking market entry, technology access, or geographic expansion opportunities.

• Multinational corporations

• Foreign strategic buyers

• Sovereign wealth funds

• Cross-border investors

Featured Success: Infoneoo – Jindal Exit

A landmark transaction showcasing our expertise in complex cross-border M&A deals and strategic exit planning.

Transaction Highlights

- Strategic acquisition of Infoneoo by Jindal Group, a leading industrial conglomerate

- Cross-border transaction involving complex regulatory approvals and due diligence

- Successful integration planning and post-acquisition value creation strategies

- 12-month transaction timeline from initial engagement to closing

Transaction Value:

EBITDA Multiple:

Revenue Multiple:

IRR for Founders:

$240M

14.2x

4.8x

78%

M&A Advisory

Submit your M&A opportunity through our secure platform. Our team will review your submission and connect you with qualified buyers, investors, or acquisition targets.

Sell-Side Advisory

Looking to sell your business or divest assets? Register for our sell-side services.

Buy-Side Advisory

Seeking acquisition opportunities? Register your buy-side requirements.

Valuation & Financial Modeling

Professional business valuation and sophisticated financial modeling to determine optimal deal structures and pricing strategies.

Due Diligence Support

Comprehensive due diligence services to identify risks, validate assumptions, and ensure informed decision-making.

Financial Due Diligence

Thorough review of financial statements, accounting practices, and working capital analysis.

• Quality of earnings analysis

• Working capital assessment

• Revenue recognition review

Commercial Due Diligence

Market analysis, competitive positioning, and customer validation studies.

• Market size and growth

• Competitive landscape

• Customer concentration

Operational Due Diligence

Assessment of operational capabilities, management team, and organizational structure.

• Management assessment

• Operational efficiency

• IT systems review

Exit Planning & Strategy

Strategic exit planning to maximize value and ensure smooth transition for business owners and stakeholders.

Exit Readiness

Prepare your business for maximum valuation and marketability

Strategic Options

Evaluate sale, IPO, recapitalization, and succession options

Value Optimization

Implement strategies to enhance business value pre-exit

Timeline Planning

Develop optimal timing strategy for market conditions

Tax Planning

Structure the exit to minimize tax implications

Cross-Border M&A

Navigate complex international transactions with our global expertise in cross-border M&A deals.

International Expansion

Support companies expanding globally through strategic acquisitions and market entry strategies.

• Market entry strategies

• Regulatory compliance

• Cultural integration

Foreign Investment

Facilitate foreign direct investment and international capital deployment across borders.

• Foreign exchange management

• Tax treaty optimization

• Regulatory approvals

M&A Matchmaking Platform

Our proprietary platform connects buyers and sellers, streamlining the deal discovery and matching process.

AI-Powered Matching

Advanced algorithms match buyers and sellers based on strategic fit, financial criteria, and deal preferences.

Secure Deal Flow

Confidential platform with verified participants ensures secure and professional deal flow management.

Real-Time Analytics

Market insights, valuation benchmarks, and deal analytics to support informed decision-making.

Private Deal Sourcing

Access exclusive off-market opportunities through our extensive network of private deal sources

Off-Market Deals

Exclusive opportunities not publicly available

Proprietary Networks

Access to our extensive industry connections

Executive Search

Management-led buyouts and succession planning

Distressed Assets

Special situation and turnaround opportunities

Startup Acquisition Marketplace

Specialized marketplace for startup acquisitions, connecting emerging companies with strategic acquirers.

Early-Stage Acquisitions

Connect startups with strategic buyers seeking innovation, talent, or market expansion

• Technology acquisitions

• Talent acquisitions (acqui-hires)

• Product integrations

Growth-Stage Exits

Support scaling companies seeking strategic exits to accelerate growth and market reach.

• Strategic partnerships

• Platform integrations

• Channel expansion

Innovation Hubs

Connect with innovation labs, corporate venture arms, and R&D-focused acquirers.

• Corporate venture capital

• Innovation partnerships

• Technology licensing

Investor-Led M&A Deals

Support investor-led transactions including buy-and-build strategies, roll-ups, and platform investments.

Buy-and-Build

Platform acquisitions with strategic add-on opportunities

Industry Roll-ups

Consolidation strategies across fragmented markets

Platform Investments

Foundation investments for growth and expansion

Bolt-on Acquisitions

Strategic add-ons to existing portfolio companies

Exit Optimization

Value creation and exit strategy development

Operational Improvement

Post-acquisition integration and optimization

M&A Deal Syndication

Syndicate large transactions and complex deals through our network of institutional investors and strategic partners.

Capital Formation

Aggregate capital from multiple investor sources

Risk Distribution

Spread transaction risk across syndicate members

Expertise Pooling

Combine specialized knowledge and capabilities

Market Access

Leverage collective network and market reach

Family Office & PE Buyout

Specialized M&A services for family offices and private equity firms seeking strategic buyout opportunities.

Family Office Advisory

Tailored M&A services for family offices seeking generational wealth creation and business expansion.

• Legacy business acquisitions

• Multi-generational planning

• Direct investment opportunities

• Portfolio diversification

Private Equity Buyouts

Comprehensive buyout services for PE firms across all stages from sourcing to exit.

• LBO structuring and financing

• Management buyouts (MBOs)

• Operational value creation

• Exit strategy optimization

Industry-Specific M&A

Specialized M&A services for family offices and private equity firms seeking strategic buyout opportunities.

Technology & Software

SaaS, fintech, AI/ML, cybersecurity, and enterprise software

Healthcare & Life Sciences

Biotechnology, medical devices, pharmaceuticals, telehealth

Manufacturing & Industrial

Automation, aerospace, automotive, chemicals, materials

Financial Services

Banking, insurance, asset management, payments, lending

Energy & Utilities

Renewable energy, oil & gas, utilities, cleantech

Consumer & Retail

E-commerce, CPG, retail, hospitality, food & beverage

M&A Legal & Compliance Advisory

Comprehensive legal and regulatory compliance support to ensure smooth and compliant M&A transactions.

Regulatory Compliance

Antitrust, securities law, industry regulations

Transaction Documentation

Purchase agreements, disclosure schedules, closing docs

Corporate Governance

Board resolutions, shareholder approvals, fiduciary duties

Risk Management

Legal risk assessment, indemnification, insurance

Minority-Majority Stake Sales

Strategic advisory for minority and majority stake transactions tailored to ownership transfer objectives.

Minority Stake Sales

Strategic minority stake transactions for growth capital, liquidity, and partnership opportunities.

• Growth capital raises