Merger & Acquisition Services Today is Wed, Nov 25,2015

M&A Advisory Services

Free, Confidential Consultations



Chicagoland Sunbelt’s mergers and acquisitions department handles deals with over $5 million in revenues.  Our experienced team of M&A brokerage consultants will develop and execute a comprehensive merger & acquisition strategy customized to meet your financial and non-financial goals and objectives. From the initial planning through closing, Chicagoland Sunbelt advises our clients throughout the process to help ensure a successful transaction.

Our M&A advisory services are provided through a wholly-owned subsidiary, Sun Acquisitions. Typical steps in our merger and acquisition services to sellers and buyers generally include:

Sell Side Transaction Services

  • Goals and Objectives — Assist shareholders in defining the financial and non-financial goals and objectives of the transaction

  • Valuation — Analyze the financial and operating environment to prepare a fair market range valuation of the agency

  • Confidential Memorandum — Prepare a confidential, descriptive selling memorandum that highlights the unique aspects of the agency

  • Buyer Profiles — Develop a detailed report on buyer profiles for those companies that would represent the “most likely” buyer based on criteria established by the client

  • Solicitation and Qualification — Solicit offers from prospective purchaser(s) based on criteria and selection made by the client

  • Operational and Financial Assessment — Perform an initial operational and financial assessment to help clients determine the strategic fit with potential transaction partners

  • Selection and Preliminary Transaction Structuring — Evaluate and analyze letters of interest from potential transaction parties for both financial and non-financial aspects

  • Negotiation — Negotiate with prospective purchasers to assure that shareholder goals are met, including pricing, deal structuring, and other intangible aspects

  • Transaction Agreement Review — Review and provide consultation related to transaction legal documents and related schedules and agreements

  • Due Diligence — Coordinate, assist, and advise with respect to the due diligence process

  • Closing — Manage the closing process to assure prompt, smooth closure of the transaction


Buy Side Transaction Services

  • Identification of Acquisition Targets — Identify potential acquisition targets based on the criteria established by the client

  • Initial Contact / Solicitation — Make initial contact with targets to gauge interest in pursuing a possible transaction with our client

  • Initial Assessment of Acquisition Targets — Perform an initial assessment of prospective acquisition targets to determine strategic fit

  • Operational and Financial Assessment — After client and target have expressed preliminary interest in exploring a transaction, perform an initial cultural, operational, and financial assessment to help determine strategic fit of the target

  • Valuation — Prepare a benchmark valuation for target that is used as the basis for determining the transaction price, terms and structure
  • Transaction Structuring — Develop the appropriate transaction price, terms and structure based on both valuation and operational and financial assessment

  • Negotiation — Negotiate on behalf of client the deal price, terms and conditions with the target and their advisors
  • Due Diligence — Assist client in performing in-depth due diligence on the target agency

  • Transaction Agreement Review — Review and provide consultation to our client’s attorney on transaction documents and related schedules and agreements

  • Integration Management — Assist client in developing and executing post-acquisition integration strategies

If you are considering a merger or acquisition and would like to learn more, please contact out team of professionals.



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Chicagoland Sunbelt is conveniently located at 8735 W. Higgins, Suite 160, Chicago, IL 60631.
Our downtown Chicago business brokers are conveniently located at 350 W. Hubbard, Suite 470, Chicago, IL 60654.

A Sun Affiliates Company. Sun Affiliates focuses on helping people and companies buy, grow and sell businesses.

Our family of companies can provide services ranging from:
Exit Planning | Peer-to-Peer Advisory Groups | Franchising | Mergers & Acquisitions | Business Brokerage

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