Mergers & Acquisitions

MERGERS & ACQUISITIONS CONSULTING

Navigating the complexities of mergers, acquisitions, and divestitures requires a strategic approach and expert guidance. As a Mergers & Acquisitions consulting firm, First Midwest Advisors assists business owners on various types of transactions through the Business Brokering and Mergers and Acquisitions (M&A) process.

Our M&A consulting services are tailored to meet the unique needs of your organization. We can provide the following assistance:

M&A SERVICES OFFERED

  • Sell-Side Advisory – Sale of 100% or portion of company.
  • Buy-Side Advisory – Strategic Acquisitions.
  • Management Buyouts.
  • Sale of majority or minority of company for liquidity.
  • Targeting of merger or joint venture partners.
  • Divesting of a subsidiary or division.

OUR ROLE DURING THE M&A PROCESS

Evaluate Strategic and Financial Goals

Before diving into the M&A process, we work closely with your leadership team to thoroughly evaluate your strategic and financial goals. Understanding your objectives is paramount, as it forms the foundation for crafting a tailored M&A strategy that aligns with your organization’s long-term vision.

Preparation or Review of Information Memorandum

Crafting a compelling Information Memorandum is crucial in attracting potential buyers or sellers. Our team specializes in preparing and reviewing these documents, ensuring that they effectively communicate the value proposition of your business and capture the attention of stakeholders.

Review of Valuations

Accurate valuation is a key element in any M&A transaction. We conduct a comprehensive review of valuations, utilizing industry-leading methodologies to assess the true worth of assets and determine fair market value. Our goal is to ensure that you enter negotiations with a clear understanding of the financial landscape.

Research and Identify Potential Buyers or Sellers

Leveraging our extensive network and market intelligence, we conduct thorough research to identify potential buyers or sellers that align with your strategic objectives. Our proactive approach enables us to pinpoint opportunities and initiate meaningful discussions with relevant parties.

Presentations to Potential Buyers or Evaluation of Decks Produced by Sellers

Engaging presentations are crucial in showcasing the value proposition of your business. We either present your organization to potential buyers or carefully evaluate decks produced by sellers. Our emphasis is on creating impactful narratives that resonate with stakeholders and drive interest in the transaction.

Review of Buyer Proposals or Preparation of Letters of Intent (LOI) to Sellers

During the negotiation phase, we meticulously review buyer proposals or, in the case of sellers, assist in the preparation of Letters of Intent (LOI). This critical step sets the foundation for the terms and conditions of the transaction, ensuring alignment with your strategic goals and financial expectations.

Negotiating and Structuring of Transactions

Our seasoned professionals excel in negotiating and structuring transactions to optimize value and mitigate risks. We strive to secure favorable terms that align with your strategic objectives while ensuring a mutually beneficial outcome for all parties involved.

Lead or Participant of the Due Diligence Process

We take a hands-on approach, either leading or actively participating in the due diligence process. Our goal is to uncover potential risks, validate assumptions, and ensure that you enter the transaction with a thorough understanding of the target company.

Assist with the Overall Closing of the Transaction

The successful completion of an M&A transaction requires careful coordination and attention to detail. We provide dedicated support throughout the closing process, facilitating the necessary documentation, regulatory compliance, and final negotiations to ensure a smooth and successful transaction conclusion.


We pride ourselves on being a partner throughout the M&A journey, guiding you through each phase with expertise, diligence, and a commitment to achieving your strategic objectives.