Letter of Intent & Pre-LOI Advisory Services
Pre-transaction planning is an important element of any business’s M&A Strategy. Whether you’re exploring a new target or preparing to submit a letter of intent (LOI), our buy-side transaction advisory services help you make informed, strategic decisions at every stage of the deal process. Knowing which opportunities to pursue versus which ones to move past from, will enable you to focus on the best opportunities and minimize unnecessary costs. Kreischer Miller brings 50 years of M&A expertise, with billions in transaction experience across buy-side and sell-side deals.
Our experience provides business leaders with the insight to appropriately evaluate M&A opportunities in an efficient manner, and when the right opportunity presents itself, we help management craft a LOI. A well-structured LOI backed by solid due diligence can reduce surprises, strengthen your negotiating position and increase the likelihood of a successful transaction.
Why Kreischer Miller?
- Proven track record
- $1.5M to $800M deal consideration
- Industry experts
- Partnership focused
- Collaborative approach
- Regular communication
- Additional Resources
- Customizable procedures
- Risk focused
Transaction Services
- Pre-LOI financial due diligence
- Historical financial statement analysis
- Early customer and revenue quality analysis
- Working capital trends evaluation
- High level normalization of earnings and EBITDA
- Coordination of initial outreach or Indication of Interest (IOI)
- Buyer positioning and messaging strategy
- Indications of value and feasibility analysis
- Meetings with target entity management, if needed
- Identification of significant risks and red flags
- Assessment of target viability
- LOI development and preparation
- Collaboration with legal support to provide guidance on deal terms
and what to include in the LOI
- Collaboration with legal support to provide guidance on deal terms
- Tax planning and structuring considerations (asset vs. stock,
earnouts, rollover, etc.)
Industries We Serve
- Manufacturing
- Distribution
- Professional Services
- Business Services
- Healthcare and Medical
- Construction
- Technology/Software
- Food and Beverage
Letter of Intent & Pre-LOI Advisory Services Specialists
Brian J. Sharkey, CPA, CVA, CEPA
Director-in-Charge, Transaction Advisory & Business Valuation
Email
