Edge Out Your Competition & Win the Deal
Buy-Side Representation: Get the Deal Done
We are dedicated to helping advisors get deals done – whether you are pursuing a complete buy-out of a peer/partner/employer, consolidating external market share, or acquiring a partial book of business. SRG has decades of experience helping Registered Investment Advisors, advisors affiliated with IBDs, hybrids, and those that are dually registered. We know the financial services M&A industry, we know the players, and we know mergers and acquisitions. Once you have identified a target, our dedicated team will provide comprehensive support to maximize your chances of winning the deal, including: helping to craft communications to get you to the final group of buyers, quantifying the estimated value of the opportunity, conducting detailed before and after-tax cash flow analysis, assessing tax strategies to support your net returns, connecting you with optimal financing solutions, providing comprehensive resources, and drafting industry-specific contracts to solidify the transaction.
Experience
We are a hands-on, consultative, and experienced group, dedicated to full transparency throughout. We will counsel you on what a fair offer is, when to consider “over paying” to win the deal, and when to walk away.
Strategy & Communication
What you say, how you say it, and when you say it, can win or lose you the deal. SRG will help craft all communication and act as your sounding board throughout the process to ensure you win the deal. Every seller and deal is different.
Service at a Glance
Acquisition opportunities are not easy to come by and it is even harder to beat out the competition to ultimately win the deal. Enlist the support of our expert deal making team to tactically stack the odds in your favor.
Our AcquireEdge service includes:
- Dedicated buyer advocacy team
- Unlimited consulting calls
- Unlimited email support
- Informal valuation
- Cash flow modeling
- Lending access facilitation
- Customized offer letter, cover letter, and pitch deck
- Form contracts
- Unlimited contract revisions
Deal making often unfolds with stops, starts, speed ups, and
slowdowns, much of which will be dictated by the seller’s cadence in the process.
Your buyer advocacy team will be available to assist from start to finish with the primary goal of winning the deal closely followed by the goal of maximizing efficiency.
Pricing
Elite
$ 6,500 + % of Revenue
Industry Specific Form Agreements
E-Signature Facilitation & Digital Archiving
.
Frequently Asked Questions
AcquireEdge is designed with the buyer in mind. We work with you in an advocacy position to help craft the best offer and win the deal.
We work with you at every stage of the deal life cycle including forming an informal opinion of value, analyzing financial outcomes, writing an intriguing offer, creating transaction contracts, and helping you navigate the final steps to securing the acquisition.
AcquireEdge is for advisors working to beat out competition and/or achieve the best possible outcome on a specific acquisition opportunity.
AcquireEdge is a great fit for anyone seeking guidance to make informed decisions, an experienced ally to help negotiate the deal, and a dedicated firm to provide all the resources needed to seal the deal.
Parker Finot, Project Manager
David Mueller, Project Administrator
The more information we have on the acquisition opportunity, the better recommendations we can provide.
We will work with you to maximize the utility of all known information to best inform your perspectives on the opportunity.
We know your industry and have worked on these types of projects dozens of times. And, we have the resources and strategies to help you, saving you time and money. This is the experience we bring to each client’s project.
We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely solution as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian and can provide the advice that is best for you.
We also pride ourselves on service – providing high-touch, high-quality solutions to our clients.
