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

After analysis and valuation, we market your deal using every available marketplace and our own proprietary buyer list.

Your business is marketed confidentially, and we distribute information, NDAs, and field inquiries.

Find a Buyer

Finding the right buyer and agreeing to the best terms is incredibly important.

We help you select the buyer who will not only get to closing, but will steward your business and legacy for the next generation.

Support Due Diligence

The due diligence and closing process is filled with challenges, and Trailhead handles this so you can continue to run your business.

We assist in all aspects of closing, from assistance drafting the key purchase documents to working directly with the buyer's lender to obtain financing.

Mergers and Acquisitions