Investment Banking

Our team of professionals have deep experience in financial transactions. We are dedicated to protecting your best interests and ensuring successful business transfers.

  • Sell-side M&A Representation

    • Transaction Preparation

      • Pre-transaction Quality of Earnings (QofE) Analysis
      • Pre-transaction Due Diligence
      • Development of targeted lists of potential buyers (strategic and/or financial) matching your goals
    • Process Implementation

      • Construction of an anonymous “Teaser” providing a snapshot of the company, including basic operating information and select financial information
      • Preparation of the Confidential Information Memorandum (CIM), an in-depth marketing document, providing an extensive overview of the business
      • Management of Non-Disclosure Agreement (NDA) process with potential buyers
      • Facilitate buyer introductions and meetings
      • Management of sale process (e.g., negotiated sale, private auction)
      • Negotiation of a Letter of Intent (LOI)
      • Setup of a virtual data room (VDR) and preparations for buyer due diligence
      • Assist with optimal deal structuring
      • Compute after-tax proceeds
      • Assistance in final negotiations with buyer
      • Closing and post-closing (e.g., working capital adjustment, escrow/holdback release) assistance

For more information or to schedule a complimentary appointment, please contact  Thomas J. Emmerling, PhD, CFA®, CVA® at

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