Our M&A Advisory Process

The Carnegie Point Process 

Proven to create peak value

Phase 1 | Diligence and Marketing Material Prep 

01

Comprehensive due diligence increases our understanding of your business and its value. This includes compiling financial data and creating a Confidential Information Memorandum (CIM) to attract potential buyers. 

Phase 2 | Marketing the Transaction & Indications of Interest

02

A curated list of prospective buyers is confidentially informed. Non-Disclosure Agreements (NDAs) are signed before detailed materials are distributed, ensuring privacy. Interested buyers submit Indications of Interest (IOIs) outlining their valuation and intent. 

Phase 3 | Management Meetings & Formal Letters of Intent 

03

We facilitate meetings between you and selected buyers to assess compatibility. Buyers refine their offers and submit Letters of Intent (LOIs) specifying proposed deal terms, while we assist in negotiating favorable conditions. 

Phase 4 | Confirmatory Due Diligence, Negotiations & Closing

04

The selected buyer conducts thorough due diligence covering financial, legal, and operational aspects. We manage negotiations and coordinate with advisors to ensure a smooth closing process, finalizing the transaction successfully. 

Phase 5 | Post-Transaction Support 

05

After closing, we provide ongoing support to ensure a seamless transition and help you navigate the next steps in your business journey. 

Results matter

70+

Closed Transactions

$3B+

Total Transactions

6 Months

Avg Deal Time

Frequently Asked Questions

We like questions. Please never hesitate to ask us anything. From timelines, valuations, and process, we want our customers to be as informed as possible.

  • What is the first step in the M&A process?

    The first step involves conducting thorough due diligence to understand your business, strategic objectives, and key value drivers. This phase is crucial for preparing accurate marketing materials and identifying potential buyers.

  • How do you ensure confidentiality during the process?

    We prioritize confidentiality by requiring all prospective buyers to sign Non-Disclosure Agreements (NDAs) before accessing sensitive information. This protects your business interests while we market the transaction.

  • What happens during management meetings?

    Management meetings are facilitated to allow you and potential buyers to assess compatibility. This is an opportunity for buyers to refine their offers based on direct interactions with your team.

  • How do you handle negotiations?

    Our team manages negotiations to ensure that you receive favorable terms. We coordinate with legal and financial advisors to streamline the process and protect your interests.

  • What is confirmatory due diligence?

    Confirmatory due diligence is the final phase where the selected buyer conducts a thorough review of your business's financial, legal, and operational aspects. This step is essential for finalizing the transaction.

Contact Us for Personalized M&A Advisory Services

Every business is unique, and so are its M&A needs. Our senior-partner led teams provide tailored advisory services that align with your specific goals and challenges. Whether you're selling, acquiring, or exploring your options, we are a trusted resource in the industry to provide a fresh perspective that elevates your business’ value. 


 

Contact Us