Preparation, positioning and execution

Our group of professionals have been involved in over 50 advisory mandates, and is equipped to advise management through transaction expertise and a network of relationships that will ensure delivery on client objectives. Our focus is on operating businesses with EBITDA over $1 million annually.

What we do

We partner with clients to provide advisory services to operating businesses with services including:
  • Selling a business
  • Buying a business
  • Transition and succession planning of management
  • Merger and acquisition advisory

STRATEGIC ALTERNATIVES OPEN TO OUR CLIENTS

In conducting the strategic alternatives process a key consideration is who to market to in the process. Avison Young, in consultation with management is able to provide advisory services on a number of alternatives.

  • Strategic Partner/Buyer
  • Management Buyout
  • Industry/Business Counterparty
  • Financial Partner/Buyer
  • Family Transition
Our Approach

PREPARATION

  • Opportunity introduction letter
  • Prepare confidentiality agreement (CA) and execute
  • Prepare confidential information memorandum (CIM)
  • Develop counterparty contact list
  • Prepare management presentation
  • Create online data room

MARKET

  • Contact counterparty contact list
  • Sign confidentiality agreements
  • Deliver CIM and data room access
  • Set - up management presentations
  • Coordinate due diligence process

EXECUTION

  • Set bid deadline
  • Receive expressions of interest
  • Review interest with management
  • Management execution of agreements and closing process

For more information about our acquisition, divestiture and business advisory services, please contact your local Avison Young office.

Click here to view our latest report.

Meet the Business Advisory Team