M&A Advisory

Whether you are fully exiting, acquiring competitors, or seeking a capital partner to scale,
we provide end-to-end transaction leadership

Our Transaction Framework:

  • Strategic Positioning & Financial Review
  • Confidential Market Outreach
  • Valuation & Deal Structuring
  • Negotiation & Letter of Intent
  • Due Diligence & Closing

We manage every phase with discipline and confidentiality

Sell-Side Representation

Maximize enterprise value and protect your legacy

the off market advantage

Unlike traditional brokers, we specialize in direct buyer outreach and proprietary investor relationships – limiting exposure while increasing competitive tension.

Our Sell-Side Process:

  • Confidential discovery meeting
  • Review of financial performance and growth trajectory
  • Identification of value drivers and risk factors
  • Exit timeline planning

  • Comprehensive financial analysis
  • EBITDA normalization & add-back analysis
  • Industry benchmarking
  • Valuation range determination
  • Deal structure strategy (asset vs. stock, cash vs. rollover, earn-outs)

  • Confidential Information Memorandum (CIM)
  • Executive summary / teaser
  • Financial data room organization
  • Buyer positioning strategy

  • Direct outreach to strategic buyers
  • Targeted private equity groups
  • Family offices & capital partners
  • Managed NDA process

  • Evaluation of buyer proposals
  • Negotiation of purchase price and structure
  • Selection of best-fit buyer
  • Letter of Intent execution

  • Buyer diligence coordination
  • Financial and operational review support
  • Q&A management
  • Working capital negotiations

  • Final documentation coordination
  • Legal & accounting alignment
  • Transition planning
  • Post-close advisory

We Focus On Acquisitions That Maximize Value, Create Operational Leverage, And Accelerate Scale

Buy-Side Representation

Acquire with Confidence

Our Buy-Side Process:

  • Define acquisition criteria
  • Target industry and geography
  • EBITDA and revenue parameters
  • Capital structure planning

  • Proprietary sourcing outreach
  • Direct owner conversations
  • Relationship-driven introductions
  • Strategic target screening

  • Historical financial review
  • Quality of earnings assessment
  • Pro forma modeling
  • ROI and IRR projections
  • Synergy identification

  • Valuation modeling
  • Offer structure design
  • Earn-out and rollover considerations
  • Purchase agreement alignment

  • Financial diligence coordination
  • Operational risk review
  • Legal and tax alignment
  • Working capital analysis

  • SBA and conventional lending support
  • Private capital introductions
  • Lender-ready financial models
  • Capital stack optimization

  • 90-day integration roadmap
  • Reporting consolidation
  • Cash flow protection strategy
  • Synergy tracking systems

We Focus On Acquisitions That Meet Your Criteria And Help You Grow Your Business/Portfolio

Capital & Growth Partnership

Take chips off the table without walking away

unlock the benefits of investor partnership:

  • Fund expansion
  • Support acquisitions
  • Provide operational infrastructure
  • Minimize founder exposure

Whether structured as minority recapitalization or majority growth investment, we align capital with long-term vision.

Off-Market Deal Origination

TAG specializes in sourcing and structuring off-market transactions

Our Off-Market Approach:

  • Direct-to-owner outreach
  • Relationship-based sourcing
  • Industry-specific targeting
  • Discreet transaction structuring

The Value of Off-Market Deals:

  • Reduced competition
  • Improved deal terms
  • Greater flexibility
  • Stronger long-term alignment

Most advisory firms react to opportunities.
We engineer them.