Mergers and Acquisitions

Trailhead Partners represents sellers, but works hand in hand with sellers, buyers, legal, and due diligence professionals - every member of the deal team.

Mergers and Acquisitions Advisory

Selling your business is often the largest transaction of your life. Choose an M&A Advisor you trust to get unlock the most value for your company.

Every transaction is unique, and we work with every member of the deal team to get ahead of road blocks and potential issues that pop up along the way. We leverage relationships with lenders, legal, and buyers to drive value in the marketplace.

Sell-Side Services

Trailhead works with business owners looking to sell and exit their business, or grow through acquisition.

Selling a business is complicated, and we support sellers throughout the entire process, including: valuation, financial prep and earnings analysis, operational readiness, market research, buyer and seller targeting, preparation of confidential memorandums, LOI negotiations, and purchase agreement negotiations.

Trailhead helps guide you towards the best offer for your business.

The Selling Process

  • ‍Assessment of the business

  • Valuation and market analysis

  • Internal due diligence review

  • Financial and earnings analysis

  • Development and support of financial models

  • Go-to-market strategy with list of target buyers and marketplaces

  • One page “teaser” and Confidential Information Memorandum (CIM) for prospective buyers

  • Market and represent the company in buyer discussions, negotiations, due diligence and closing

Buy-Side Services

The Buying Process

  • Evaluate needs and define search criteria

  • Outreach and marketing

  • Prospect financial and earnings analysis

  • Development and support of financial models

  • Support seller discussions, negotiations, due diligence and closing

We understand there are two sides to every transaction, and at Trailhead we perform exclusive buyside searches for strategic and financial acquirers.

We know how to support buyers, because we've sat on both sides of the table.

Selling your business with Trailhead

Prepare Financials

Selling begins with an analysis and valuation of your business.

We dig into your financials and perform our own due diligence, getting ahead of potential buyer objections before marketing the transaction.

Market the Transaction

Selling begins with an analysis and valuation of your business.

We dig into your financials and perform our own due diligence, getting ahead of potential buyer objections before marketing the transaction.

Find a Buyer

Selling begins with an analysis and valuation of your business.

We dig into your financials and perform our own due diligence, getting ahead of potential buyer objections before marketing the transaction.

Support Due Diligence

Selling begins with an analysis and valuation of your business.

We dig into your financials and perform our own due diligence, getting ahead of potential buyer objections before marketing the transaction.

Full time and fully committed

We have deep financial experience and are fully engaged with you from analysis, to negotiation, to purchase agreement drafting, to closing.

Sell with Trailhead