SELLING YOUR BUSINESS IS ONE OF THE BIGGEST DECISIONS OF YOUR LIFE, BANKSIDE IS HERE TO HELP YOU NAVIGATE THE PROCESS WITH CONFIDENCE
ABOUT US
Bankside M&A Advisors specializes in representing business owners in the sale of their small to mid-sized companies. As a boutique firm, we are customer-centric while maintaining deep industry knowledge across a wide breadth of markets and sectors. With strong ties to the business community, we cater to entrepreneurs, family-owned businesses, and corporations alike.
Our leadership team brings over 75 years of combined experience across investment banking, commercial real estate, deal structuring, business development, and capital markets. We have over $3 billion dollars in transactional experience, including underwriting, managing and financing transactions across a myriad of industries. This diverse expertise enables us to provide nuanced insights and sophisticated solutions typically associated with larger institutions while maintaining the personalized attention of a boutique firm.
Core competencies include:
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The sale of small and middle market businesses
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Business valuations and indications of value
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Commercial real estate
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Transaction structuring and negotiations
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Business and real estate financing
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Equity and partnership structures
SERVICES
Sell-side Advisory
Provide hands-on support at every stage of the process, from preparing the business for going-to-market through deal closing. Our team delivers the necessary attention-to-detail and support to secure a seamless and successful transaction.
Valuation and Deal Pricing
Leverage in-depth financial modeling and market insight to ensure sellers have a strong understanding of their company’s value and position in the marketplace.
Qualified Buyer Sourcing
Proactive outreach and utilization of our extensive network allow us to source and present sellers with multiple vetted buyers, increasing the likelihood of finding the right buyer at the best possible terms
Due Diligence Management
Streamline the due diligence process for the seller. Interface with the buyer and their representatives to aggregate information and securely disseminate all necessary data
Deal Structuring and Negotiation
Structure and negotiate creative options to help the seller achieve advantageous deal terms and pricing.
OUR PROCESS
Initial Consultation
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Exploration of business and industry, financial performance, and market positioning
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Determine seller requisites: financial / timeline / buyer profile / post transaction goals
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Outline of tailored process and next steps
Valuation and Determination of Listing Price
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In depth financial analysis and establish valuation range
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Formulate marketplace pricing strategy
Strategy Development
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Identify competitive advantages and growth potential of business
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Craft optimal deal structure(s) tailored to sellers needs
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Create marketplace facing Confidential Information Memorandum (CIM) for business
Execution
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Identify and conduct targeted marketing and outreach to qualified buyers, investors and potential strategic partners
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Execute confidentiality and non-disclosure agreements with potential buyers
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Manage distribution of CIM and vetting of prospective buyers
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Coordinate requests for due diligence materials and financial statements
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Assist in selection of most suitable buyer and help to negotiate favorable terms
Closing
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Coordinate necessary information and documents between buyer and seller and their transaction teams
CONTACT
Schedule a Consultation
For any inquiries, questions or comments, please call 203-521-1641 or fill out the following form: