M&A Advisor Blueprint
Run a transaction properly: market mapping, the information memorandum, process design, negotiation and getting to close.
An adviser's value is not the valuation. It is competitive tension, process control and the judgement to know which issues are worth fighting over.
This Blueprint covers both sides: buy-side mandates, where the work is origination and market mapping, and sell-side, where it is preparation, positioning and running a process that produces a real outcome rather than a long conversation with one buyer.
It also covers the commercial reality — how mandates are priced, what an engagement letter needs to say, and where transaction-based compensation intersects with securities regulation.
By the end you will be able to
- Build a market map that identifies buyers nobody else has thought of
- Prepare a business for sale and write an information memorandum that stands up to diligence
- Design a process that creates genuine competitive tension
- Negotiate the terms that actually matter, and concede the ones that do not
- Manage diligence and closing without losing the deal in the last three weeks
- Price and document an advisory engagement properly
Curriculum
Origination, market mapping and approaching targets that are not for sale.
Preparation, positioning, and running a process that produces competitive tension.
The terms that matter, getting to signature, and running advisory as a business.