M&A ADVISORY SERVICES

Two businesspeople shaking hands with a blurred background

OCP has worked on hundreds of transactions over the last 20+ years, across industries, company health, and situations.

Over that time we have learned that two deals or transactions are alike. You need an advisor who knows how to evaluate industries and transactions, craft a compelling story, and can run an efficient process to close your transaction.

TRANSACTION TYPES

SELL-SIDE ADVISORY SERVICES
Full-service IB services from pitch to transaction closing for clients that meet our deal criteria.
LIMITED PROCESS
Let OCP to help negotiate a direct deal, facilitate diligence, and keep parties honest. Or run a limited process where confidentiality and speed is paramount.
SMALL OR QUIRKY DEALS
Even small deals need a new home. Hire an experienced, nimble sell-side advisor to run an efficient process and find the right party.
END OF FUND LIFE
Review strategic alternatives with PE firms managing assets in legacy funds. Complete a sale/recap into a new fund, raise a continuation vehicle, or pursue a secondary sale.
SPECIAL SITUATIONS
Pursue strategic alternatives for an under-performing situation, whether a going concern sale, 363 sale, Article 9, or other insolvency related transaction.
BUYSIDE ADVISORY
Identify and approach potential targets, gauge potential interest, and create a pipeline of actionable opportunities.

OUR PROCESS

The client's needs dictate the solution. First step is to understand your transaction goals.

From there, we put together an engagement that either is full-service and success driven, OR based on monthly retainer or hourly basis.

Sell-side advisory services usually include the following:

Diligence to understand the business model, identify both growth opportunities and risks, learn the industry
Prepare 1-page teaser, Confidential Information Memorandum, financial model, and management presentation documents
Outreach to potential buyers on a confidential basis. Coordinate all Buyer communication until closing.
Establish a virtual data room and work with management to populate with relevant files
Host management presentations and facility visits
Review offer letters with client, provide feedback and help negotiate on their behalf
Assist with confirmatory diligence and transaction closing.

Other advisory services might have slightly different workflows, but similarly focused on both maximizing value and running an efficient process that closes.