Business Sale and Equity Raising M&A Advisory Firm

Fealty assists business owners:

  • sell 100% of their mid-market businesses
  • or raise equity for fast growth businesses.

The generic term is “Financial Intermediary” but is also called an M&A Advisory, Corporate Advisory or Investment Bank. Smaller businesses use Business Brokers.

An intermediary introduces business owners to investors. The introduction provides investors with all the information they need to know to make an investment decision. On the other side of a deal, I assist with structuring the transaction.

See the article on the business sale process on how we sell a business including what it is different from selling a small and medium business.

This article is actually Chapter 21 of Selling a New Zealand Business with ‘No Regrets’. It covers the process including the following:

  • Intermediary Advisor
  • Research and Analysis
  • Documentation Preparation
  • Sales Material
  • The Approach
  • The Investigation
  • The Offer
  • Auction Process
  • Due Diligence
  • Sale and Purchase Agreement
  • Closing
  • Delayed Payments
  • Small vs Mid-Market Business
  • What’s a mid-market business?

Fealty follows an Exit Planning process pre sale in order to prepare a business for sale. This maximises the sales price and terms of a transaction. See the exit planning article for more on this process. An Exit Strategy also helps ensure you achieve your retirement personal and financial goals.

Fees include up-front advisory fees, retainer fees and/or transaction fees.