The key to a successful acquisition or merger is a good match of one party’s client base and culture with those of the other party to maximise client retention, ease of assimilation and subsequent profitability.

  • Identification of purchase requirement parameters
  • Discussion of pricing and other market conditions generally and locally
  • Outline of any specific current opportunities
  • Registration of buyer on database in order to notify of any new opportunities
  • Periodic regional mailings with a selection of local opportunities
  • Introduction of shortlisted firms to vendor / merger party
  • Profile of vendor / merger party to shortlisted firms
  • Independent objective advice on offer and funding
  • Liaison with both parties during the period of negotiation
  • Pointers for the documentation