M&A Services
Our offering
Outsourced corporate development
Oakenvalue supports companies and investment groups in reaching their inorganic growth objectives by facilitating the M&A deal sourcing process.
We understand that finding the right acquisition target is both critical and time consuming. Therefore, we offer a fully managed service in which we translate your M&A criteria into an acquisition program fitting you M&A strategy.
As your deal sourcing partner, we will perform thorough market research to identify high-fit potential targets, qualify approved targets by speaking directly with business owners, summarize our findings, and introduce you to appropriate targets.
Our structured M&A sourcing approach can help you find the right acquisition target to reach your strategic objectives, such as: geographic expansion, economies of scale, customer diversification, and vertical integration, among other objectives.
We deliver a constant stream of curated acquisition opportunities to support your buy-and-build strategy. As your priorities change over time, we adapt to ensure you continue to receive high quality leads fitting your crtieria.
Besides our core M&A deal sourcing offering, we support clients with business valuation work on targets and other tailored M&A services.
Experience
Our clients
Our clients typically fall under one of the following categories:
Private Equity Firms
Portfolio Companies
Corporate Acquirers
Methodology
Efficient sourcing process
We follow a streamlined 6-step process to identify actionable acquisition opportunities.
Define
Understand the acquisition strategy and criteria.
Research
Identify high-fit targets using an array of databases and proprietary tools.
Review
Prioritize and agree on the most appropriate targets to approach.
Approach
Develop marketing materials and contact owners with a tailored message to maximize engagement.
Qualify
Have detailed conversations with owners to collect information about their business and assess the strategic fit potential.
Introduce
Summarize acquisition opportunities and introduce clients to approved targets.
Pricing
Predictable fee stucture
Oakenvalue compared to other providers
Client proprietary deal flow
Oakenvalue
Other advisors