818-991-4150
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Transaction Expertise

Each of our senior investment bankers brings many years of experience in the following areas of specialization and have assisted clients across a myriad of industry sectors and sub-specialties.

Transaction Experience


Transaction Process

Pre-Market Preparation: Weeks 1-5

  • Begin internal due diligenge
  • Develop financial performance and addbacks analysis
  • Prepare offering memorandum
  • Research industry
  • Compile buyer / investor list

Marketing Phase 1: Weeks 6-8

  • Contact potential buyers / investors
  • Manage all correspondence
  • Maintain confidentiality through process
  • Receive and analyze all indications of interest
  • Begin assembly of data room

Marketing Phase 2: Weeks 9-11

  • Begin management presentations
  • Begin extensive buyer / investor due diligence
  • Evaluate proposals with client

Due Diligence and Documentation: Weeks 12-20

  • Negotiate and execute LOI
  • Facilitate requests for information and buyers / investors due diligence
  • Negotiate and finalize terms of purchase agreement

818.991.4150
818.597.3559

200 N. Westlake Boulevard
Suite 204
Westlake Village, CA 91362
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