M&A ADVISORY

At 85 Capital Partners, we’re here to help you achieve your goals without losing sight of what matters most. Whether it’s buying, selling, or raising capital, our mission is to make the process smooth, strategic, and aligned with your long-term objectives. We don’t just close deals; we preserve the legacies of the businesses we touch, honoring the hard work and vision of their owners. With precision and purpose, we guide you through every step—making sure you win today and stay ahead tomorrow. Your legacy. Your success. Done right with 85 Capital Partners.

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M&A ADVISORY

We provide comprehensive M&A advisory services tailored for family offices and private equity firms. Our unique, end-to-end solutions ensure seamless transitions, maximizing value through every stage of the acquisition or sale process.

  • Strategic Advisory

    Detailed analysis and planning to align opportunities with clients' goals.

  • Negotiation & Structuring

    Navigate complex deal terms to secure favorable outcomes.

  • Market Insight

    Leverage extensive industry knowledge to identify key market trends.

  • Post-Transaction Support

    Facilitate integration and operational optimization for long-term success.

  • Valuation Services

    Employ industry-standard methodologies to provide precise valuations.

Client-Centric Approach

We prioritize client needs by tailoring strategies, leveraging networks for exclusive opportunities, and providing transparent, data-driven insights to inform decisions. Our dedicated team ensures smooth execution, minimizing disruption and maximizing financial returns.

Track Record of Success

  • Delivered transformative growth strategies across various industries.
  • Completed high-profile deals with seamless transitions and value maximization.
  • Consistently achieved optimal outcomes through innovative solutions.

Strategic Alignment

We offer a strategic partnership that aligns expertise, market access, and a client-focused ethos to ensure successful transactions, safeguarding legacies and achieving growth objectives.

Custom Solutions

We deliver tailored M&A advisory services to family offices seeking strategic acquisitions. Our process ensures alignment with investment objectives, smooth execution, and value creation post-acquisition.

“In M&A, the quality of your team can make the difference between a transformative deal and a missed opportunity.”

“A strong M&A team turns complexity into clarity, risk into opportunity, and deals into value.”

Core Offerings

Comprehensive Support

  • End-to-end guidance, from strategy development to post-transaction integration.
  • Streamlined execution to optimize value and mitigate risks.

Deal Sourcing

  • Develop a tailored "buy box" strategy targeting specific industries, regions, and financial metrics.
  • Utilize an extensive broker network for on-market and off-market opportunities.

Strategic Analysis

  • Conduct rigorous evaluations of financial, operational, and legal aspects.
  • Identify risks, growth opportunities, and strategic fit to inform decisions.

Valuation Report

  • Apply industry-standard valuation techniques for accurate market assessments.
  • Design innovative deal structures, including tax-optimized solutions and financing strategies.

Negotiation and Deal Terms

  • Represent clients during negotiations, securing favorable terms and resolving conflicts.
  • Ensure alignment of interests and seamless communication with stakeholders.

Tax Advising

  • Tailored advice on tax-efficient deal structures to optimize outcomes.
  • Ensure your waterfall is handled in the most tax effective method as possible, while aligning to your long term vision and goals.

Post Acquisition Planning

  • Develop growth strategies focusing on operational efficiency and long-term value.
  • Implement robust financial systems and identify technology solutions to enhance competitiveness.

Executive Recruiting

  • Source top talent for leadership roles, ensuring cultural and strategic alignment.
  • Design competitive compensation packages that align with your specific industry

On-going Governance

  • Establish governance structures with clear roles and responsibilities.
  • Identify and onboard operating partners to drive post-acquisition success.

“A strong M&A team turns complexity into clarity, risk into opportunity, and deals into value.”

sell-side process timeline

Pre-Market Study

Outreach Phase

Bidding & Management Meetings

LOI Negotiation

Due Diligence & Closing

Month 1–2

Month 3–4

Month 5

Month 6

Month 7–9

Activities

  • Gather required documents
  • Draft the Confidential Information Memorandum (CIM)
  • Create investor list
  • Reach out to investors with teaser materials
  • Manage NDAs and distribute CIMs
  • Host market discussions
  • Receive Indications of Interest (IOIs)
  • Host management meetings
  • Review non-binding LOIs
  • Select an investor and negotiate LOI terms
  • Finalize and execute the Letter of Intent (LOI)
  • Conduct investor due diligence
  • Prepare for closing
  • Finalize deal
  • Manage post-closing preparation

85 Advantage

  • Conduct Get ready survey
  • Complete waterfall Planning
  • Develop tax mitigation, estate planning, wealth, charitable contributions
  • Plan insurance
    • Begin personal planning and engage long-term advisors as needed
    • Coordinate liquidity and personal planning with deal dynamics

    sell-side process timeline

    Pre-Market Phase

    Month 1–2

    Activities

    • Gather required documents
    • Draft the Confidential Information Memorandum (CIM)
    • Create investor list

    85 Advantage

    • Conduct Get ready survey
    • Complete Liquidity Event Planning Survey

    In-Market Phase

    Month 3–4

    85 Advantage

    • Reach out to investors with teaser materials
    • Manage NDAs and distribute CIMs
    • Host market discussions

    85 Advantage

    • Develop liquidity plans (e.g., tax mitigation, estate planning, wealth, charitable contributions)
    • Plan insurance

    Bidding & Management Meetings

    Month 5

    Activities

    • Receive Indications of Interest (IOIs)
    • Host management meetings
    • Review non-binding LOIs
    • Select an investor and negotiate LOI terms

    LOI Negotiation

    Month 6

    Activities

    • Finalize and execute the Letter of Intent (LOI)

    85 Advantage

    • Begin personal planning and engage long-term advisors as needed

    Due Diligence & Closing

    Month 7–9

    85 Advantage

    • Conduct investor due diligence
    • Prepare for closing
    • Finalize deal
    • Manage post-closing preparation

    85 Advantage

    • Coordinate liquidity and personal planning with deal dynamics

    Higher Sale Price

    Businesses sold with a professional sell-side advisor typically achieve a 10%-25% higher sale price compared to owner-led sales.

    Higher Deal Completion Rates

    Only 20%-30% of owner-led transactions successfully close, whereas deals managed by experienced sell-side advisors close over 60% of the time.

    Time and Resource Savings

    Selling a business independently can require 500-1,000+ hours of work, including marketing, due diligence, and negotiation.

    Access to a Larger Buyer Pool

    Sell-side advisors connect sellers to 3x-5x more potential buyers, including strategic acquirers, private equity firms, and family offices.