Mentor Securities Home Services Professionals Industries Transactions Contact Us
Learn what sets us apart from others. Meet our professional team at Mentor Securities. Read the latest news from our firm's blog. Fill out our evaluation form to request a consultation.

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


200 N. Westlake Boulevard
Suite 204
Westlake Village, CA 91362
Map & Directions [+]

Contact Us
Contact Us