M&A Advisory
Once a process starts, your leadership team gets questioned for weeks by buyers who do this for a living. We prepare them to anticipate the questions, answer with precision, handle objections, and present the business at its best. Your banker runs the process. We get your team ready to perform in it.
Your banker builds the materials and runs the process. But in management meetings and diligence calls, it's your team answering, live, under pressure. A hesitant answer on churn. A CEO and CFO telling slightly different stories. A growth plan nobody can defend past the second follow-up question.
Buyers read hesitation as risk, and risk shows up in the price, the deal structure, or whether the deal closes at all. Most operating teams have never been through a sale process. The people across the table have been through hundreds.
We close that gap. We've been the management team being questioned, and we've been the buyer asking the questions.
What your team learns
What buyers will ask each leader, function by function, and how financial and strategic buyers probe differently. Plus the real concern behind each question, so the answer addresses it.
Clear, concise, honest answers backed by proof points. When to go deep, when to stop talking, and how to say "we'll follow up" without losing credibility.
Who presents what, how the story flows, and how to bring the numbers to life. A management presentation that sounds like the people who run the business, not a script.
Customer concentration, a soft quarter, key-person risk, a competitor's momentum. We rehearse the hard topics until your team can address them calmly and credibly instead of defensively.
How to describe your business practices, the growth opportunities ahead, and the synergies a specific buyer could unlock, in terms that buyer will believe and pay for.
The CEO, CFO and functional leaders need to tell the same story in every meeting and on every call. We make sure they do, without sounding rehearsed.
The Program
Built around your process timeline: ideally before the management meetings start, and continuing through diligence.
We question each member of the leadership team the way a buyer will. We find where answers are thin, inconsistent, or likely to raise a follow-up nobody wants.
A tailored bank of the questions buyers are most likely to ask your company, by function and buyer type. We work with each leader to develop clear, consistent answers and the proof points behind them.
How the team presents the business, its growth opportunities and its synergies with specific buyers. Who owns each part of the story, and how the handoffs work.
Full rehearsals of management meetings and diligence calls, with us playing the buyer, including the hard questions. Feedback, then run it again until the team is ready.
How we fit in
Runs the sale.
Prepares the people who have to carry it.
Haven't hired a banker yet? Teams 6 to 24 months from a sale, or talking with a strategic buyer they already know, can start earlier. Then the team is ready before the first meeting is ever scheduled.
Yours should walk in ready. Tell us where you are in the process and who's in the room, and we'll tell you how we'd prepare them.