Services
Delivering world-class M&A process expertise with meticulous dedication to client service and execution
We have decades of experience in a variety of industries, including:
- Veterinary Services
- Professional Services
- Financial Services
- Healthcare Services
- Industrial and Manufacturing
- Consumer Services
- Software and Technology
- And More
Sterling Point Services
Our Process
- Sell-Side Advisory
- Buy-Side Advisory
Sell-Side Advisory
Our Sell-Side Process
Sterling Point Advisors combines the rigor of an investment banking M&A process with the personal touch of a local firm. A true auction-style process creates competition and ensures we identify the best partner to guide your legacy forward.
Decision to Sell
- Overview of M&A process
- Gather data, review financials & readiness for sale
- Prepare market analysis & preliminary valuation
- Complete engagement agreement
Preparing For Sale
- Complete comprehensive business review
- Recast / prepare financials for investors
- Prepare Confidential Information Memorandum (CIM)
- Prepare target list of strategic and financial buyers
- Launch sale process with buyer outreach
Outreach
- Facilitate investor questions and interest
- Interested parties submit preliminary indications of interest
- Select top bidders to move forward with deeper due diligence, including access to virtual data room, management, and site visit
- Parties submit LOIs with final valuation and key terms
Closing
- Select buyer for final due diligence
- Negotiate legal agreements
- Prepare for closing
- Transaction closes with signing of purchase agreement and receipt of funds
Transition
- Introduce new ownership
- Provide transition assistance according to agreed employment terms
- Settle any post-transaction adjustments including working capital adjustments or earn-outs
TOTAL TIMELINE: 6-10 Months
Ready to Get Started?
We have you covered and would love to talk to you more about how we can help.
Buy-Side Advisory
Our Buy-Side Process
For companies looking to make strategic acquisitions, Sterling Point can help take your company from “Strategic Objective” to execution. Stay focused on running your business and let us bring deal opportunities to your desk, utilizing our deal expertise, networks, and process to accelerate your strategy execution.
Decision to Engage
- Introductions, overview of process
- Discuss strategic priorities, preliminary acquisition criteria
- Complete engagement agreement
Identify Targets
- Determine target criteria
- Identify potential targets that meet the criteria
- Initiate dedicated outreach and conduct initial fit assessment
- Facilitate joint introduction between buyer and seller
Prepare Offers
- Facilitate preliminary due diligence and review of financials
- Assist with target valuation and offer preparation
- Submit offer(s) to identified targets
Optional
Due Diligence
- Facilitate full operational and financial due diligence
- Coordinate with tax, accounting, and legal advisors
- Assist with deal negotiation and purchase agreement review
- Prepare for closing
- Transaction closes and ownership transfers
TOTAL TIMELINE: ~6-9 Months
Ready to Get Started?
We have you covered and would love to talk to you more about how we can help.
Sterling Point Services
Our Process
Our Buy-Side Process
For companies looking to make strategic acquisitions, Sterling Point can help take your company from “Strategic Objective” to execution. Stay focused on running your business and let us bring deal opportunities to your desk, utilizing our deal expertise, networks, and process to accelerate your strategy execution.
Decision to Engage
- Introductions, overview of process
- Discuss strategic priorities, preliminary acquisition criteria
- Complete engagement agreement
Identify Targets
- Determine target criteria
- Identify potential targets that meet the criteria
- Initiate dedicated outreach and conduct initial fit assessment
- Facilitate joint introduction between buyer and seller
Prepare Offers
- Facilitate preliminary due diligence and review of financials
- Assist with target valuation and offer preparation
- Submit offer(s) to identified targets
Optional
Due Diligence
- Facilitate full operational and financial due diligence
- Coordinate with tax, accounting, and legal advisors
- Assist with deal negotiation and purchase agreement review
- Prepare for closing
- Transaction closes and ownership transfers
TOTAL TIMELINE: ~6-9 Months
Our Sell-Side Process
Sterling Point Advisors combines the rigor of an investment banking M&A process with the personal touch of a local firm. A true auction-style process creates competition and ensures we identify the best partner to guide your legacy forward.
Decision to Sell
- Overview of M&A process
- Gather data, review financials & readiness for sale
- Prepare market analysis & preliminary valuation
- Complete engagement agreement
Preparing For Sale
- Complete comprehensive business review
- Recast / prepare financials for investors
- Prepare Confidential Information Memorandum (CIM)
- Prepare target list of strategic and financial buyers
- Launch sale process with buyer outreach
Outreach
- Facilitate investor questions and interest
- Interested parties submit preliminary indications of interest
- Select top bidders to move forward with deeper due diligence, including access to virtual data room, management, and site visit
- Parties submit LOIs with final valuation and key terms
Closing
- Select buyer for final due diligence
- Negotiate legal agreements
- Prepare for closing
- Transaction closes with signing of purchase agreement and receipt of funds
Transition
- Introduce new ownership
- Provide transition assistance according to agreed employment terms
- Settle any post-transaction adjustments including working capital adjustments or earn-outs
