Moss Adams Capital tailors its services to the specific objectives and needs of each client. Sell-side transactions may include some or all of the following services:
Understanding Your Objectives
First, we invest the time required to thoroughly understand our clients' personal and business objectives. Then we develop a custom strategy designed to meet them.
Extensive experience and analysis allows us to estimate value of a sale or acquisition with strong confidence. Moreover, we can help determine the unique strategic value that is derived from the combination of one company with another.
We conduct an in-depth business review to anticipate and solve problems. This improves the client's probability for success, while preserving confidentiality, by eliminating unpleasant surprises that can bring a transaction to a halt.
We use multiple resources to identify prospective buyers or sellers, including proprietary databases assembled using our years of investment banking experience. Our process discovers prospects with strategic profiles and financial qualifications that match the objectives of our clients. We pride ourselves on creating a highly focused and tailored process.
We will prepare the information and marketing material required for the success of the transaction. We use our experience to anticipate which materials are required, so we don’t require the client to assemble unnecessary materials.
Based on the client’s objectives, we can help you determine the optimum transaction strategy for you, whether that be a privately negotiated sale or a tightly focused auction among a limited number of participants.
Moss Adams Capital bankers bring outstanding experience to the negotiations. We are adept at handling a wide range of complex issues, and advise and assist the owners at each stage of the discussions.
Getting the Deal Closed
We remain actively involved until the transaction closes. We are relentless about staying on top of a transaction until we get it closed to our clients' satisfaction.