M&A Advisory Services

 
Fivecast Financial is a corporate finance consulting firm. We advise private companies on both buy-side and sell-side mergers & acquisitions.

Our M&A Advisory Services

Sell-Side M&A

The decision to sell your company is one of the most important decisions you will make in your life. We can guide you through the process and help you get the best deal available in the market.

We typically help in the following ways:
  • Conduct internal due diligence to familiarize ourselves with the Company
  • Prepare an investor presentation detailing the highlights of the Company
  • Prepare a detailed financial model and establish valuation expectations
  • Prepare a data room containing Company documents and key details, which will be shared with select potential acquirers under NDA
  • Identify and reach out to list of parties likely to be interested in exploring an acquisition
  • Coordinate introductory calls & meetings with interested parties and collect preliminary bids
  • Negotiate with potential acquirers to secure favorable offers
  • Assist in evaluating offers and select the best available
  • Coordinate with legal & accounting advisors
  • Assist in reviewing, structuring, negotiating, and executing all agreements with the acquirer
  • Assist in successfully closing the transaction
More than just being mercenaries in processing a transaction, we also offer CFO Services to assist in improving your Company's financial operations prior to pursuing a sale, which will help you maximize the value that you'll be able to get in a transaction. A bit of extra work upfront to get your Company's data and financials in order can make a transaction run much more smoothly. This up front preparation also gives us time to get to know your Company better, which will help us be better prepared to advocate for the best deal on your behalf.

Buy-Side M&A

Purchasing a Company can be a key strategic move, as well as a highly profitable one. We can assist in selecting and approaching potential targets, conducting due diligence, seeking out potential financing partners, and negotiating a favorable deal.

We typically help in the following ways:
  • Identify and approach potential targets
  • Coordinate and supervise the due diligence process
  • Review all due diligence materials, including financial, marketing, operational, and strategic information of the target
  • Perform financial analysis and projection modeling
  • Prepare a valuation analysis of the target
  • Evaluate potential synergies between the target and the affiliated acquiring firm (if applicable)
  • Coordinate and participate in site visits to the target’s facilities
  • Assist in developing an acquisition strategy and structure
  • Explore and evaluate acquisition financing options
  • Coordinate with other advisors
  • Assist in preparing a Letter of Intent
  • Assist in reviewing, structuring, negotiating, and executing all agreements with target
  • Assist in succesfully closing the transaction
A key to making sure an acquisition is successful is to establish a compelling and credible thesis and operational plan prior to executing the deal. We offer CFO Services to help you plan for, operate, and integrate your new asset as smoothly and profitably as possible.

Contact Us

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