Capital Markets & Investment Banking

Sell-side M&A

Overview

Through Occams Capital, we provide expert boutique investment advisory that represents small to midsize businesses across various industries including technology and financial services. Our unparalleled client service is the backbone of our firm and we strive to achieve our client’s goals with integrity and excellence. Our client’s success is paramount to our success. We make their priorities our own and tailor our advice to the needs of our client.

We offer differentiated, value added advisory services to our small and middle market clients facing complex financial and strategic challenges. Our offerings include Capital Raising Services to promote the growth of our clients’ business operations. We offer Financial Advisory Services to keep our clients at the top of their financial consulting and investment banking needs. Our Mergers & Acquisitions services on sell-side and buy-side includes due diligence, deal structuring, negotiations, and post-merger integration. Our experienced team works with immense professionalism, focus and diligence to meet objectives and exceed our clients’ expectations. With our clients’ best interest at heart, we work tirelessly to raise the bar.

Sell-side M&A

To Sell or Not to Sell?

Selling your business is not a destination, just a key step on a continued journey of entrepreneurship 

Sell-side M&A
Sell-side M&A ipad

To Sell or Not to Sell?

Selling your business is not a destination, just a key step on a continued journey of entrepreneurship 

Every M&A transaction is unique, and we work to create a comprehensive strategy that is shaped to the unique needs of each client. We consider an exit as an extension of our client’s growth strategy and help them sell their business in alignment with their long-term goals. We remain vigilant of our clients’ emotional strains in any deal, and we provide ample guidance and support to carry them through the entire process. Occams is adept in all aspects of M&A Advisory on the sell-side, offering a comprehensive suite of services, which includes pre-Transaction Due Diligence, Deal Structuring, Financial Valuation, Divestures, Buyer Identification, Transaction Structuring and Post-Merger Integration.

When conducting M&A process, seamless success is expected, and Occams provides thoughtful representation to each of our clients at each stage of the M&A process. Our proficient approach enables clients to achieve their strategic and financial objectives, maximizing value while minimizing risk. Our sell-side M&A engagements begin with a clear definition of our client’s M&A objectives and a cohesive valuation analysis. We identify an extensive list of potential strategic and financial buyers and oversee the due diligence process. We manage any foreseeable issues that may arise in the transaction process. Our comprehensive approach emphasizes efficient negotiation and transaction structuring to maximize value and offer the best terms for our client. Ultimately, we offer any resources and assistance to reach our client’s objectives. From the preliminary conversation through the deal closure, we remain present and involved each step of the way.

Related Offerings

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