M & A

At Dumas Partners we employ a disciplined three phase system to create a competitive environment for both buy-side and sell-side M&A assignments. The following links will give you an insight of our M&A services, and the three phase system utilized by our team for your next Merger & Acquisition.

jquerytest Mergers & Acquisitions Advisory Services
  • Sell-Side (Divesture) M & A
  • Buy-Side (Acquisition) M & A
  • Leveraged Buy Outs
  • Management Buy Outs
  • Consolidations
  • Fairness Opinions
  • Restructuring
jquerytest Typical Buy-Side Mergers & Acquisitions Advisory Services
      Develop Acquisition Criteria
        Create an acquisition plan through a detailed client strategy review and opportunity assessment.
        Assess client's short-, medium-, and long-term goals and objectives.
       Perform Industry Analysis and Market Research
        Identify most desirable industry trends, growth, competition, and segmentation.
      Compile List of Target Companies
        Identify most desirable industry trends, growth, competition, and segmentation.
      Research Target Companies
        Detailed research on target companies. Obtain operating, product, customer, and ownership information to determine the best targets.
      Contact Target Companies
        Contact acquisition targets directly.  Conduct qualification interviews with Owners/Officers to share acquisition strategy and determine their interest in being acquired.
      Report Acquisition Leads
        Report all acquisition leads and deal status, providing ongoing updates on the search progress.
      Support Due Diligence
        Coordinate due diligence process, including all financial, operating, legal and regulatory information on target companies.
      Model Financial Data
        Review target company financial statements and gather management input to validate operating and financial performance.
      Value Target Companies
        Develop and implement acquisition valuation model using financial statements, industry research, and completed industry transactions.
      Raise Acquisition Financing
        Raising, structuring, and negotiating the terms and conditions of investment capital required to capitalize our client in accordance with owner/investor expectations and regulatory guidelines.
      Recruit Board of Directors & Management
        Assist our clients in attracting and retaining executive management and board directors.
      Issue Fairness Opinions & Valuation Reports
        Provide a spectrum of fairness opinions and valuation analysis and reports to owners/investors/directors.
jquerytest Typical Sell-Side Mergers & Acquisitions Advisory Services

      Provide guidance for deal terms and market conditions

      Leverage operations expertise and investor network for accurate market assessment.

      Establish valuation framework

      Leverage market knowledge to set attractive valuations which achieve maximum benefit for clients and investors.

      Draft a high quality Offering Memorandum and "Story"

      Work with clients to identify and present core competencies.

      Contact targeted list of strategic and financial buyers

      Professionally and persuasively present the merits of the transaction to customized list of strategic buyers.

      Assist with content and presentation of marketing materials

      Prepare client for effective communications with buyers.

      Coordinate due-diligence

      Act as third party liaison between buyers and clients to optimize management time.

      Defend valuation and negotiating terms

      Leverage transaction negotiations expertise to achieve the most favorable deal terms for our clients.

      Expedite execution of closing documents

      Coordinate closing process with buyers, lawyers, accountants, and clients.