M&A ADVISORY | TRANSACTION SERVICES
Mergers & Acquisitions Advisory
Cambridge Partners offers M&A advisory services specifically tailored for lower middle-market companies, assisting business owners and executives with the sale, acquisition, and business valuation of businesses, divisions, business units, and product lines through comprehensive sell-side advisory.
M&A ADVISORY | OVERVIEW
Strategic M&A Advisory for Middle-Market Businesses
Cambridge Partners offers M&A advisory services focused on merger and acquisition guidance for business owners, corporations, fiduciaries, trustees, and investment groups looking to navigate the sale or acquisition of privately held businesses, business units, divisions, and product lines.
Specializing in lower middle-market transactions, our M&A team has extensive experience advising companies with revenues and enterprise values typically ranging from $5 million to $150 million, ensuring accurate business valuation throughout the process.
We leverage senior-level transaction expertise and a vast network of strategic and financial buyers to identify qualified counterparties, manage the transaction process, and support clients in their sell-side advisory needs, helping them pursue their objectives with confidence.
Advisory Services Across the Transaction Lifecycle
Sell-Side M&A
Buy-Side Advisory
Buy-Side Advisory
We provide M&A advisory services to business owners and companies looking to sell closely held businesses, divisions, business units, and other operating assets, guiding them throughout the transaction process, including comprehensive business valuation.
Buy-Side Advisory
Buy-Side Advisory
Buy-Side Advisory
We represent qualified buyers throughout the acquisition process, providing M&A advisory services that encompass acquisition searches, market research, target identification, and the evaluation of potential opportunities that align with their strategic objectives. Additionally, our expertise in business valuation enhances our sell-side advisory support, ensuring a comprehensive approach to achieving their goals.
M&A Valuation
Buy-Side Advisory
M&A Valuation
We offer comprehensive business valuation, fairness opinion, and related advisory services to facilitate due diligence, financial planning, financing, tax and estate matters, as well as other requirements tied to mergers, acquisitions, and transactions. Our M&A advisory services and sell-side advisory expertise ensure you receive the support needed throughout these processes.
M&A ADVISORY | OUR APPROACH
Senior-Level Attention Throughout the Transaction
We provide M&A advisory services to business owners and companies looking to sell closely held businesses, divisions, business units, and other operating assets, guiding them throughout the transaction process, including comprehensive business valuation.
A Structured Approach to the M&A Process
01 — Prepare & Position
Gain a clear understanding of the business valuation, objectives, financial performance, and transaction strategy while preparing materials for M&A advisory services to effectively position the opportunity in sell-side advisory.
02 — Identify Buyers
Conduct research to identify qualified strategic and financial buyers that align with the opportunity, leveraging our business valuation expertise and M&A advisory services to enhance the sell-side advisory process.
03 — Market the Opportunity
Conduct confidential outreach and manage buyer communications while providing qualified parties with appropriate transaction materials in our Business Valuation and M&A Advisory Services, particularly in Sell-Side Advisory.
04 — Evaluate & Negotiate
Evaluate indications of interest and transaction terms while assisting with negotiations in the context of M&A advisory services and buyer selection for effective sell-side advisory.
05 — Due Diligence & Closing
Coordinate the due diligence process and collaborate with the client’s legal, accounting, and other advisors on business valuation and M&A advisory services through to closing in sell-side advisory.
WORKING WITH BUSINESS OWNERS & TRUSTED ADVISORS
Business Owners & Corporations
Business Owners & Corporations
Business Owners & Corporations
Gain a clear understanding of the business valuation, objectives, financial performance, and transaction strategy while preparing materials for M&A advisory services to effectively position the opportunity in sell-side advisory.
Private Equity & Investors
Business Owners & Corporations
Business Owners & Corporations
Conduct research to identify qualified strategic and financial buyers that align with the opportunity, leveraging our business valuation expertise and M&A advisory services to enhance the sell-side advisory process.
Banks & Financial Institutions
Business Owners & Corporations
Family Offices & Capital Partners
Conduct confidential outreach and manage buyer communications while providing qualified parties with appropriate transaction materials in our Business Valuation and M&A Advisory Services, particularly in Sell-Side Advisory.
Family Offices & Capital Partners
Legal, Tax & Accounting Professionals
Family Offices & Capital Partners
Evaluate indications of interest and transaction terms while assisting with negotiations in the context of M&A advisory services and buyer selection for effective sell-side advisory.
Legal, Tax & Accounting Professionals
Legal, Tax & Accounting Professionals
Legal, Tax & Accounting Professionals
Coordinate the due diligence process and collaborate with the client’s legal, accounting, and other advisors on business valuation and M&A advisory services through to closing in sell-side advisory.
Wealth & Insurance Advisors
Legal, Tax & Accounting Professionals
Legal, Tax & Accounting Professionals
We partner with wealth, financial, and insurance advisors whose clients are considering liquidity, exit planning, or a business sale, and we offer expert Business Valuation and M&A Advisory Services, specializing in Sell-Side Advisory.
M&A ADVISORY | BUY-SIDE
Supporting Strategic Acquisitions & Growth
We provide M&A advisory services to business owners and companies looking to sell closely held businesses, divisions, business units, and other operating assets, guiding them throughout the transaction process, including comprehensive business valuation.
M&A ADVISORY | INDUSTRY EXPERIENCE
Business & Consumer
Industrial & Specialized
Industrial & Specialized
Gain a clear understanding of the business valuation, objectives, financial performance, and transaction strategy while preparing materials for M&A advisory services to effectively position the opportunity in sell-side advisory.
Industrial & Specialized
Industrial & Specialized
Industrial & Specialized
Conduct research to identify qualified strategic and financial buyers that align with the opportunity, leveraging our business valuation expertise and M&A advisory services to enhance the sell-side advisory process.
Technology & Services
Industrial & Specialized
Technology & Services
Conduct confidential outreach and manage buyer communications while providing qualified parties with appropriate transaction materials in our Business Valuation and M&A Advisory Services, particularly in Sell-Side Advisory.
M&A ADVISORY | VALUATION SUPPORT
Valuation Expertise Throughout the Transaction
Cambridge Partners offers M&A advisory services focused on merger and acquisition guidance for business owners, corporations, fiduciaries, trustees, and investment groups looking to navigate the sale or acquisition of privately held businesses, business units, divisions, and product lines.
Specializing in lower middle-market transactions, our M&A team has extensive experience advising companies with revenues and enterprise values typically ranging from $5 million to $150 million, ensuring accurate business valuation throughout the process.
We leverage senior-level transaction expertise and a vast network of strategic and financial buyers to identify qualified counterparties, manage the transaction process, and support clients in their sell-side advisory needs, helping them pursue their objectives with confidence.
M&A ADVISORY | RESOURCE
Understanding the M&A Process & Timeline
Learn more about the key steps and typical timeline involved in an M&A transaction, from initial preparation and marketing through due diligence and closing.
Considering a Sale, Acquisition, or Strategic Transaction?
Contact Cambridge Partners to discuss your objectives and learn how our M&A advisory team can help you navigate the transaction process.
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