Retained Buy-Side Representation
Retained Buy-Side Representation Services
Retain True North M&A's buy-side representation team to find off-market opportunities that meet our client's acquisition criteria. True North M&A's buy-side team uses a ten-step proprietary process that includes market research to methodically source and confidentially introduce seller candidates that are not advertised for sale and are a strategic fit for our growth-minded clients. True North M&A matches specific client requirements with acquisition targets. We represent the buyer, and they pay our fee; the seller does not pay for our services.
True North M&A is highly selective in accepting buy-side project mandates. We interview the client and only work with those who can articulate a coherent growth strategy, have the wherewithal to finance the acquisition and have a capable team to integrate and manage the investment thoughtfully post-close.
Once aligned with our client's growth through acquisition strategy, we run our thorough ten-step process that starts with a highly targeted market search. We focus only on those businesses that meet our client's criteria. We confidentially reach out to business owners who are not actively for sale. We proactively facilitate a screening process focusing on operational capabilities, culture fit, realistic business value expectations, and a growth mindset.
Uncovering the best acquisition targets is only one step in a multi-stage process that gets more complicated when market value negotiations and due diligence scrutiny kick off. Our experienced buy-side advisory team helps you navigate these complexities, which is critical to growth through acquisition success.
True North M&A's comprehensive retained buyer representation is a ten-step process to uncover off-market strategic targets, examine synergies and growth opportunities, dig into the details, and assist with negotiating a market value:
TNMA’s Buy-Side Comprehensive Process
- Clarify Strategy: We meet with our client to review and refine their strategy, ideal acquisition profile, and transaction objectives.
- Identify Universe: We conduct extensive industry and market research to identify acquisition targets using multiple search methods and data resources, uncovering opportunities not listed on the open market.
- Target Selection: We systematically target acquisition candidates that fit your criteria.
- Confidential Marketing: We will develop all pertinent marketing and informational documents to support the acquisition support process.
- Deal Sourcing: A multi-tier outreach and screening process puts you in front of motivated sellers, saving you significant time.
- Business Price Option: We build a financial model using the target’s financial history and perform a valuation using industry data to determine a fair price for both buyer and seller. Our analysis includes properly adjusting EBITDA and calculating a normalized net working capital allowance.
- Pre-Due Diligence: We collect information on a target’s business operations, financial performance, transaction interests, and timeline.
- Making an Offer: We assist our clients by helping them develop a Letter of Intent (LOI) that helps them secure an optimum deal (price/terms/structure) with several options.
- Negotiation: We work alongside our client and negotiate on their behalf. Our reverse auction process results in lower prices, higher value, and better terms.
- Due Diligence & Closing: We work with our client’s legal and financial advisory teams via a secure data room to confidentially facilitate due diligence and finalize documentation to keep the deal on track.
Contact True North Mergers & Acquisitions to investigate if a retained buy-side advisory strategy is in your company's growth plans.
Let our elite team of advisors guide you towards a better solution for your financial future.
Recent Transactions
Medical companies with $10M to $150M in revenue turn to Randy Krivo and the team at True North Mergers & Acquisitions when it is time to sell. Here’s our recent healthcare M&A activity:
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Dan Sundin
Tim, you did a fantastic job from start to finish, explaining the process, exercising patience and good judgment as needed, teaching, and guiding us all the way. I watched in awe as you gave counsel to us as well as the potential buyers – working your magic to create excitement on both sides for the potential we’re realizing today – thank you!
Clay, you impressed from the first meeting – you won me over quickly with your professional demeanor, presence, and ability. Your work ethic was evident as you plowed through our data and reached out to me evenings and weekends, ensuring the numbers and our true financial opportunity unfolded accurately and enticingly to our prospective buyers.
$10M - $150M
TYPICAL TRANSACTION SIZE
30+ M&A
PROFESSIONALS
$4B+
TRANSACTIONS CLOSED
$120M
LARGEST TRANSACTION
300+ Years
COMBINED ADVISORY EXPERIENCE
What Our Clients Say About Partnering With Us
Our advisors’ decades of experience, market knowledge, and industry expertise have proved invaluable to our clients. Here’s what they say about working with the True North Mergers & Acquisitions team.
