M&A Science

How to Choose an M&A Advisor

Sep 15, 2017
Mark Miller, Vice President at Huron Capital, shares his deep expertise in private equity, focusing on deal sourcing and execution. He discusses the pivotal steps in strategic exit planning, emphasizing the importance of selecting the right M&A advisors based on their expertise and proven track records. Mark also highlights the necessity of sanity-checking valuations and the role of tailored strategies in ensuring successful sales. Additionally, he delves into post-transaction responsibilities and the vital collaboration needed among management teams to navigate M&A challenges.
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ADVICE

Plan Exits Early

  • Plan for your company's exit strategy from day one.
  • Focus on strategic initiatives that maximize the company's value over a 5+ year period.
ADVICE

Choosing Advisors

  • Choose advisors with a strong middle-market M&A expertise and deep industry knowledge.
  • Prioritize advisors who understand your company's specific business model and can offer tailored solutions.
ADVICE

Evaluating Advisors

  • Evaluate multiple advisors and consider their relevant transaction experience.
  • Look for advisors who demonstrate a thoughtful approach to marketing your company and have existing relationships with potential buyers.
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