Buy Side Advisory

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If your firm is considering the purchase of one or more companies, but needs supplemental professional resources to assist with the process, Pace has the deep Buy-Side Advisory experience you seek.

Generally, an acquisition (or a series of them) entails the completion of these primary tasks:

  • Articulation of the strategic rationale/purpose of a proposed acquisition:
  • Development of an acquisition strategy and associated project plan;
  • Execution of the acquisition strategy/plan.

You can learn more about Pace's Buy-Side Advisory service by clicking on each of the four tabs below.

acquisitions graphic
  • Articulate strategic purpose (examples)
    • Increase Revenue
      • Geographic expansion
      • Product line expansion
      • New market entry
      • Market consolidation - increase market share in same line of business and/or eliminate competitors
    • Increase economies of sale
    • Acquire key intellectual property, talent, or other strategic asset
  • Specify acquisition criteria for evaluating and prioritizing target company attractiveness

Acquisition Strategy and Planning

  • Research and select target acquisition candidates
    • Conduct comprehensive search for acquisition targets using client knowledge, industry and other databases, and industry contacts
    • Rank candidates against acquisition criteria and eliminate outliers to obtain final candidate list
  • Evaluate the comparative financial impacts of final candidates on acquirer's business:
    • Pro forma consolidated financial statements and EBITDAe
    • Preliminary estimates of maximum purchase price/candidate
    • Alternative transaction structures
  • Articulate acquisition investment rational and valuation strategy
  • Develop strategic marketing/sales pitch for acquisition candidates
  • Initiate communication with potential targets, determine openness to acquisition, and perform preliminary due diligence to determine if the target is a good fit
  • Engage in dialogue and confidential information exchange with targets (preliminary due diligence)
  • Negotiate Letter of Intent (LOI) specifying purchase price, deal structure, and other key terms and conditions
  • Assist transaction attorneys in developing/negotiating transaction documents specifying:
    • Conduct comprehensive search for acquisition targets using client knowledge, industry and other databases, and industry contacts
    • Rank candidates against acquisition criteria and eliminate outliers to obtain final candidate list
  • Evaluate the comparative financial impacts of final candidates on acquirer's business:
    • Purchase price
    • Other financial terms and conditions including seller financing (if any), working capital adjustments, non-compete agreements, indemnifications, etc.
    • Representations and warranties
    • Closing conditions
  • Close the deal
    • Coordinate final due diligence
    • Renegotiate terms and conditions as required based on due diligence impact on valuation
    • Review and finalize closing documents

"The only source of knowledge is experience."

-- Albert Einstein

Denis Brown

Denis, a Certified Exit Planning Specialist, brings a unique blend of experience to the marketplace. He has been involved in more than 100 transactions as a buyer, seller, investor, lender, or M&A advisor throughout his career.

Jim McClintock

As a seasoned and accomplished business leader, Jim brings a balanced blend of corporate (Citibank, SunTrust, BellSouth) and entrepreneurial experience to his role as an M&A and strategic advisor to Pace's clients.
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