Mergers & Acquisitions (M&A)
Expert Guidance for Business Sales, Purchases, and Mergers
George & Company provides expert seller and buyer representation for strategic, financial, private equity, investment groups, and publicly traded companies. Our experience, proprietary processes, and hands-on transaction management are designed to deliver clarity, confidence, and top value throughout the M&A process.
Comprehensive Transaction Management
George & Company’s successful transaction experience includes expert seller and buyer representation in the sale, purchase, or merger of businesses. Our proprietary M&A procedures and processes have been developed through many years of experience and success, including lessons learned and best practices from our expert M&A and Transaction Advisors.
We manage the entire transaction, including but not limited to:
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Targeted seller and buyer searches
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Indications of interest and letters of intent
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Preparing confidential marketing packages
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Valuations and negotiations
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Due diligence and purchase agreement review
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Closing preparation and post-close diligence
Each transaction representation is uniquely designed and implemented to meet your financial and personal goals.
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Success Stories
Clarity, Confidence, and Market Positioning
We utilize a proprietary system designed to provide clarity and confidence throughout the acquisition process. Our client services team prepares business information clearly and concisely, ensuring that both sellers and buyers can confidently evaluate opportunities.
Marketing materials are developed to provide a clear and concise view of the acquisition candidate being considered. This clarity is critical to delivering top value—whether you are selling your company or pursuing an acquisition.
Choosing to represent a client involves evaluating all aspects that drive value, including:
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The breadth of buyers in the market
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Financial condition and performance trends
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Growth or contraction in sales
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Profitability and value-driving intangibles
In addition, we produce Confidential Information Memorandums (CIMs), conduct industry research, identify targeted buyers, perform financial analysis, structure deals, and implement marketing strategies.
Ready to Maximize Your M&A Success?
Contact George & Company to discuss your business sale, acquisition, or merger. Our expert team is ready to guide you through every step of the process.
Strategic Negotiation & Advisor Coordination
We coordinate communications between your other advisors, including your attorney and accountant, as well as the advisors representing the buyer. We invest significant time in discussing strategy at every stage of the transaction to maximize negotiating leverage and outcomes.
Key strategic questions we address include:
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Who should participate in each conversation with the acquiring party?
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What topics will be discussed—and by whom?
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What are the buyer’s key priorities or “hot buttons”?
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Have all potential negotiation scenarios been considered?
These details, and many others, are critical to leveraging market dynamics and delivering top value for your company.
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Resources
M&A Fees That Maximize Your Value
Larger businesses typically operate under a fee structure based on increments of the total consideration of the sale. This often follows a sliding scale, where the first million dollars commands a higher percentage and each additional million is assessed at a lower rate.
In M&A, the Lehman formula is the prevailing fee structure for most private investment banks. Many firms also apply a bottom percentage once a certain threshold is reached.
At George & Company, we often apply a rising fee structure once the target price is achieved. Sellers are often pleased to pay a higher fee on proceeds they did not believe were attainable. We do not get paid until our job is successfully completed.
Because we do not charge a retainer fee, we only accept assignments where we are confident we can deliver results. If we accept the assignment, the client can be assured the job will get done—and that all parties are aligned toward achieving the maximum price the market will bear under the most favorable terms.