SPECIALIZATION Tech/SaaS, Industrial
SPECIALIZATION Tech/SaaS, Industrial
SPECIALIZATION Automotive, Industrial
SPECIALIZATION Automotive, Industrial
SPECIALIZATION Industrial, Manufacturing
SPECIALIZATION Industrial, Manufacturing
Our group has seen the mistakes & errors that can be avoided for a successful acquisition, exit, or raise
Our proven qualification process ensures Investors are ready and motivated to close without issue
We take every step to keep your information private from employees, competitors, and the market
Setting clear expectations from the beginning ensures all parties have the best experience
The SMA Team employs Certified Business Intermediaries (CBI), licensed Commercial REALTORS®️, and M&A Advisors
In essence, The SMA System™️ sets the stage and establishes a framework for the precise matching of Owners and Investors to create greater business value for all parties involved in a raise, merger, or acquisition.
Evaluating the business, financials, and objectives to determine the feasibility and potential success of the transaction.
Conducting a thorough valuation of your business or target company to determine its fair market value, taking into account various factors such as financial performance, industry trends, and comparable transactions.
Identifying potential buyers or sellers in the market and conducting research on industry trends and market conditions relevant to the deal.
Actively seeking out potential acquisition targets or strategic partners based on your specific criteria and objectives.
Ensuring that all sensitive information related to the transaction is handled with the utmost confidentiality and setting up non-disclosure agreements (NDAs) with potential parties involved in the deal.
Assisting in negotiating deal terms, purchase price, and other relevant aspects of the transaction with the counterparty.
Coordinating the due diligence process, which involves a comprehensive review of the target company's financial, legal, and operational aspects to identify any potential risks or opportunities.
Collaborating with your legal and financial teams to create a favorable deal structure that aligns with your goals and maximizes value.
Providing expertise in drafting and reviewing transaction-related documents such as letters of intent (LOIs), memorandums of understanding (MOUs), and purchase agreements.
Ensuring that the transaction complies with all applicable laws, regulations, and industry standards.
Overseeing the overall Pre-Offer Process, coordinating various parties involved, and maintaining timelines to ensure a smooth and efficient deal execution.
Offering strategic advice throughout the Pre-Offer Process, including insights on potential risks, opportunities, and long-term implications of the deal.