Strategic Business Sales and Acquisitions

Lower Middle Market Brokerage – M&A

George & Company's successful transaction experience includes expert seller and buyer representation in the sale, purchase or merger for strategic, financial, private equity, investment groups, and publicly traded companies. Our proprietary M&A procedures and processes have been developed by many years of experiences and successes including, “lessons learned and best practices” by our expert, M&A, and Transaction Advisors. We manage the entire transaction including, but not limited to: targeted seller and buyer searches, the indication of interest and letter of intent to purchase, preparing confidential marketing packages, valuations, negotiations, due diligence, purchase agreement review, preparing for closing preparation, and post-close diligence. Each of our transaction representations is uniquely designed and implemented to meet your financial and personal goals.
We utilize a proprietary system designed to provide clarity and confidence throughout the acquisition process. Our client services team prepares the business information clearly and concisely. Sellers and Buyers can be confident that the marketing material presented will be informative and provide a clear and concise view of the acquisition candidate they are considering. This is critical in delivering you top value for your company or the company you would like to purchase.

Choosing to represent a client involves evaluating all aspects that drive value in the company. Such as the breadth of buyers in the market, condition of the client company's finances, whether sales are growing or shrinking, profitability, and whether there are intangibles that can drive value. Additionally, we produce Confidential Information Memorandums (CIMs), conduct industry research, target buyer identification, financial analysis, deal structuring, and marketing implementation.

We coordinate communications between your other advisors, such as your attorney and accountant, as well as the critical communications between the advisors of both teams - the buyer and you, our client. We invest significant time in discussing strategy at every step along the way to maximize our negotiating efforts to deliver top value for your company.


Various questions we go through include:

Who on our team should be on a particular call with the acquiring party during the next conversation?

What will be brought up in that call?

Who should say what?

What are the "hot buttons" of the buyer? 

Have we discussed all the "what if" scenarios that may play out in a particular negotiation?


All these things and more are immensely critical in using market dynamics to deliver top value for your company.

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