Cabrillo Advisors

M&A – Buy Side

Testimonials

"We retained Wade to work with the NEON Systems management team to execute an M&A strategy. We had a small team focused on M&A, and Wade was great partner throughout all stages of the process, including analyzing purchase prices, assessing strategy fit, due diligence and helping negotiate key terms. We developed a great working relationship and successfully executed on several transactions on both the buy and side sell."

Brian Helman at Neon

M&A – Buy Side

Cabrillo Advisors has the expertise you need to develop your acquisition strategy and identify the most promising acquisition candidates and close the right deal. We work collaboratively with our clients and have the skills/resources to serve as a true member of the team, rather than an "outside advisor" Our dedicated and experienced professionals are able to leverage their strategy consulting experience (McKinsey & Co., Mars & Co.) to assess the industry landscape, identify attractive sectors, target companies of interest, engage sellers/prospects in initial conversations, and ultimately lead an acquisition process.

Research

  • Clearly define the Company's business objectives and develop an appropriate strategy.
  • Determine the segments of the market to target in terms of offering, size, and geography.
  • Assemble a team with bandwidth to actively work the process.

Identify

  • Identify acquisition opportunities in all market segments of interest.
  • Develop "communication" plan.
  • Initial contact and screening for interest.

Negotiate

  • Determine key issues and quickly identify any potential "deal breakers".
  • Design optimal deal structure.
  • Negotiate price, terms and conditions.
  • Strategic, operational, financial and legal due diligence.
  • Purchase agreements and related documents.