Investment Banking - Strategic Planning

The Source focuses on strategic business planning to include mergers & acquisitions and private capital raising for small to middle-market companies in the business services, consumer, industrials, technology & services and Education sectors. The Source serves as a trusted advisor for small to middle-market companies throughout their lifecycle - from raising early-stage growth capital, to later-stage recapitalizations, to maximizing value upon the sale of the business.

Mergers & Acquisitions - Sell Side

 We work closely with our clients to obtain the best combination of price, deal terms and cultural compatibility while minimizing business disruption and dedicating our senior resources to streamline the transaction process for our clients. We maximize our client success by:

 - Conducting thorough pre-process financial and business due diligence

 - Crafting a compelling business narrative corroborated by both financial data and operational information

 - Preparing comprehensive marketing materials and relevant buyer/investor documents

 - Curating a client-specific list of potential buyers including strategic companies or organizations, private equity firms and large family offices both domestic and international

 - Distributing marketing materials, soliciting buyer proposals and navigating the client throughout the remainder of the process

Just like you, every member of The Source consulting team has unique strengths and areas of expertise. We work along with you as a highly specialized team. We meet. We talk. You decide if The Source is the right fit for your organization. And we decide if you are right for our process. In the end – it’s a win for everyone.

Mergers & Acquisitions - Buy Side

Leveraging our +75-industry expertise and deep understanding of each client’s business in order to seek out the right strategic partners to enhance their capabilities or strategic objectives.  From an execution perspective, we assume much of the “heavy lifting” so that our clients can continue to focus on growing their business.  Moreover, we often help secure equity and/or debt financing to fund the acquisition.  When representing clients on the buy-side, we often provide the following client support:

- Identifying potential acquisition targets and facilitating initial outreach

- Engaging in strategic dialogue and performing initial diligence with a prioritized group of prospects

 - Constructing a valuation framework and facilitating submission of offer letters

- Deal structuring and negotiations and preparation for closing

- Post merger/acquisition integration planning