Our Process

We manage you through the Customized Transaction Plan

Target Analysis

Identifying and engaging the right buyer or seller for your transaction with our global relationships and vast database.

Develop Materials

Creating in-depth customized marketing material for each phase of the process.

Lead Meetings

Coordinating, preparing, and managing all management meetings between buyer and seller to build symbiotic relationships between potential partners.

Due Diligence

Quarterbacking due diligence with all members’ lawyers, accountants, and consultants, and creating reliable dossiers on each potential transaction partner.

Negotiation

From negotiating NDAs to IOIs to LOIs, we deploy proven strategies combined with artful negotiation that enables our clients to close with confidence.

Closing

We’re not finished until all the technical details are taken care of, the purchase agreement is executed, and the proceeds are exchanged between buyer and seller.

Navigate your transaction with confidence.

Our Team Works Closely With You Throughout the Process.

The most important step in our process is to develop a Customized Transaction Plan (CTP) designed to manage every step of your transaction. Every client’s requirements differ. We’re experienced and prepared in all arenas – whether you’re an MSP looking for a full exit, a small software company looking for a private equity partner, a Fortune 500 looking for a carve out for a non-core asset, or a buyer looking for a platform asset or bolt-on.

Buy side.

Buying a business is a complex process that requires highly focused research and the ability to identify acquisition prospects, initiate with key decision makers, then recommending a suitable strategy for making an offer.

TermSheet Capital assists a wide range of buyers, including Fortune 500 companies, NASDAQ listed companies, leading global Privately Held Companies as well as Funded Businesses that are enjoying early cycle robust growth.

Sell side.

TermSheet Capital utilizes a curated process-driven approach, while sourcing qualified buyers. These are the two key foundational drivers for our success.

TermSheet Capital offers a customized work plan for every sell side client, that is the product of many unseen hours of our effort. The result is a bespoke solution to their specific business needs and timeframe.

Our deal structure is aligned with the founder’s exit plan and well suited for a given buyer in order to optimize the value of the business we help them acquire.