Mergers & Acquisitions

Proven Process

EdgePoint has developed a highly effective approach to representing the shareholders of middle-market businesses in selling their company or division(s) in a confidential manner. Our process starts with a detailed valuation to determine how much the business is worth and identify potential market opportunities. Once this step is complete and it is decided to proceed with a potential sale, EdgePoint aggressively begins the process of taking your company to the target market.

Assess value of company   Define owners objective   Develop custom buyers universe   Review strategic alternatives and transition options   Analyze transactional tax analysis   Recast historical financials   Review financial projections   Communicate with other advisors   Conduct extensive market research   Prepare confidential offering memorandum   Prepare one page teaser	Conduct buyer calls   Establish timeline for controlled auction   Solicit bids from numerous qualified buyers   Evaluate various offers and letters of intent   Facilitate management presentations and final offers   Advise owners on final buyer selection   Negotiate terms and conditions with interested buyers	Facilitate due diligence process   Negotiate final purchase agreements   Ensure financing is secure and on schedule   Completion of detailed closing checklist   Management and employee notification