Sellside M&A - Selling Made Easy
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Sellside M&A

Your Trusted M&A Partners

Our innovative, tech-enabled approach to connecting Investors with Owners ensures the smoothest merger & acquisition transactions possible
Why SMA?
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The Sellside M&A Team

Jeff Swan, SMA Advisor

SPECIALIZATION Tech/SaaS, Industrial

Jeff Swan, SMA Advisor

SPECIALIZATION Tech/SaaS, Industrial

The Sellside M&A Team

Brent Marshall, SMA Advisor

SPECIALIZATION Automotive, Industrial

Brent Marshall, SMA Advisor

SPECIALIZATION Automotive, Industrial

The Sellside M&A Team

Ryan Marquardt, SMA Advisor

SPECIALIZATION Industrial, Manufacturing

Ryan Marquardt, SMA Advisor

SPECIALIZATION Industrial, Manufacturing

Sellside M&A - Selling Made Easy

Speak to an experienced SMA Advisor today

Learn how investing in or selling a business can be easy in a 25-minute consultation
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What Makes us Different at Sellside M&A

Experience Pays Dividends
Seamless Transactions

Our group has seen the mistakes & errors that can be avoided for a successful acquisition, exit, or raise

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Sellside M&A - Selling Made Easy
Sellside M&A - Selling Made Easy
Network
Thousands of pre-qualified investors

Our proven qualification process ensures Investors are ready and motivated to close without issue

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Confidentiality
Keeping your deal private

We take every step to keep your information private from employees, competitors, and the market

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Sellside M&A - Selling Made Easy
Sellside M&A - Selling Made Easy
Transparency
Open & clear fee structure

Setting clear expectations from the beginning ensures all parties have the best experience

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Licensed
Fully licensed & certified

The SMA Team employs Certified Business Intermediaries (CBI), licensed Commercial REALTORS®️, and M&A Advisors

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Trusted by

Partners, Investors, & Owners

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The SMA System™️

Transactions are Smoother with SMA

The SMA System™️ saves time and resources with transparency, technology, and decades of experience.

Profile Creation & Criteria Definition
Owners define sales goals, company highlights, and a strategic investors list. Investors specify investment or acquisition criteria.
Tech-Enabled Criteria-Based Matching
Targeted outreach and precision matching connects Owners and Investors based on their defined criteria for deals most likely to close successfully.
Negotiation & Deal Structuring
Expert-led negotiation and guidance for optimal deal structuring reduces risk and improves the outcome for both Owners and Investors.
Preparation, Valuation, & Analysis
Owners undergo a comprehensive valuation and preparation process for going to market. Investors get a detailed market & opportunity analysis.
Introductions & Due Diligence
The SMA System™️ facilitates introductions, confidential information dissemination, and the detailed analysis of potential deals.
Transaction Completion & Transition
The SMA System™️ ensures a smooth transition from the status quo to the new organization built from the transaction. Empowered Owners get expert guidance for their new entity.
Profile Creation & Criteria Definition
Owners define sales goals, company highlights, and a strategic investors list. Investors specify investment or acquisition criteria.
Preparation, Valuation, & Analysis
Owners undergo a comprehensive valuation and preparation process for going to market. Investors get a detailed market & opportunity analysis.
Tech-Enabled Criteria-Based Matching
Targeted outreach and precision matching connects Owners and Investors based on their defined criteria for deals most likely to close successfully.
Introductions & Due Diligence
The SMA System™️ facilitates introductions, confidential information dissemination, and the detailed analysis of potential deals.
Negotiation & Deal Structuring
Expert-led negotiation and guidance for optimal deal structuring reduces risk and improves the outcome for both Owners and Investors.
Transaction Completion & Transition
The SMA System™️ ensures a smooth transition from the status quo to the new organization built from the transaction. Empowered Owners get expert guidance for their new entity.

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.

The SMA System™️

Included Services

SMA Fees cover the following Services and can be applied to success-based compensation on successful deal closure

Deal Assessment

Evaluating the business, financials, and objectives to determine the feasibility and potential success of the transaction.

Valuation Services

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.

Market Research

Identifying potential buyers or sellers in the market and conducting research on industry trends and market conditions relevant to the deal.

Deal Sourcing

Actively seeking out potential acquisition targets or strategic partners based on your specific criteria and objectives.

Confidentiality Management

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.

Negotiation Support

Assisting in negotiating deal terms, purchase price, and other relevant aspects of the transaction with the counterparty.

Due Diligence Management

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.

Deal Structuring

Collaborating with your legal and financial teams to create a favorable deal structure that aligns with your goals and maximizes value.

Transaction Documentation

Providing expertise in drafting and reviewing transaction-related documents such as letters of intent (LOIs), memorandums of understanding (MOUs), and purchase agreements.

Regulatory & Compliance Guidance

Ensuring that the transaction complies with all applicable laws, regulations, and industry standards.

Project Management

Overseeing the overall Pre-Offer Process, coordinating various parties involved, and maintaining timelines to ensure a smooth and efficient deal execution.

Strategic Advisory

Offering strategic advice throughout the Pre-Offer Process, including insights on potential risks, opportunities, and long-term implications of the deal.

Previous Engagements Made Easy

Portfolio

Automotive Dealership
Sold for $26.8 million through Business Finders Canada
Manufacturing Plant
Sold for $4.5 million through Business Finders Canada
Commercial Building
Sold for $15.6 million through Commercial Finders
Retail Store
Sold for $10.6 million through Business Finders Canada
Industrial Company
Sold for $6.8 million through Business Finders Canada
Real Estate Development Project
Sold $13.4 million in sales and pre-sales through Commercial Finders
Tech/SaaS
SMA client raised $200 million through Citi and Morrison Foerster
Sellside M&A

Creating Social Impact

SMA is the only firm committing a percentage of proceeds from every engagement to a charity of the Owners’ choice