W Partners’ merger, acquisition and divestiture advisory business is focused on assisting a select group of middle-market companies in the exploration of strategic transaction opportunities. For Sell-Side Advisory assignments we assist companies interested in exploring the sale or merger of all or part of their businesses. For Buy-Side Advisory assignments we assist clients seeking to expand their businesses through acquisitions and related activities. When approaching a transaction, we consider the full range of client interests including price, structure, tax and legal treatment, and ongoing management and employee interests. Together with our clients’ legal and tax advisors, we develop strategies and structures to maximize the after-tax value of each transaction.

Sell-Side Advisory

Our sale process approach includes:

A Detailed Review of the Company’s Strategic Position, Operations and Opportunities
We work with owners and management to develop an understanding of the core value drivers of the business by undertaking a comprehensive review of the company’s strategic position, operations and opportunities. We position the company to potential buyers in a tailored fashion designed to maximize value for shareholders.

Identifying and Contacting Potential Buyers
We have a strong track record of utilizing our extensive contacts with active strategic and financial buyers among institutional funds as well as large public and private companies. W Partners is steadfast in ensuring that an exhaustive search is performed building a targeted, yet comprehensive list of potential buyers.

Managing the Transaction Process
We tailor each transaction process to the needs and circumstances of each client, from a negotiated sale to a full auction. Our team’s experience in successfully executing merger and acquisition transactions and facilitating due diligence in a strategic manner is critical to the overall success of each transaction.

Final Negotiation and Deal Implementation
W Partners assesses each situation to meet unique shareholder and management interests. We balance business, legal and financial tradeoffs in the negotiation process, and concern ourselves with every detail of the transaction to ensure that our clients’ interests are being best served throughout the transaction, negotiation and closing process.

Buy-Side Advisory
 
Our team has represented buyers of companies across a wide spectrum of industries. We work with clients to:

• Identify attractive market segments
  
• Scour the market for potential acquisition targets
  
• Approach targets and facilitate due diligence
• Negotiate transactions and manage the closing process

We assist clients in establishing a disciplined acquisition strategy and provide our clients with trusted, independent advice in analyzing the full range of alternatives and implications that each potential acquisition may have on long-term shareholder value.