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April 30, 2024
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Some CPAs offer M&A services. I would ask yours for a referral. There are many business brokers out there, as well as boutiques who handle this. Brokerdealer.com used to have a free search where you could find business brokers, investment banks, etc. in your area, but I think that they now charge for that.
Big Four accounting firms would probably do this right? They offer M&A advisory services.
I believe so, but I am not too familiar with all of the Big Four services. Many of these "M&A advisory services" are just due diligence services where they may perform tax or other M&A-related due diligence.
Legal...
See we're a small company, but I'm pushing the boss to acquire a small company locally which would allow us to really amplify our estimation and bidding abilities. Seems like we might hit up a small boutique shop here in Dallas or even nationally.
Really pushing the 'ascend by acquiring' or 'build by buying' strategy to my boss.
lawyer who will do it at a fixed fee schedule rather than hourly.
edit: sorry, I read that as you already identified a target, not that you're looking for acquisitions. If you're looking for companies in that range reach out to all of the business brokers and local boutique IB's. Don't engage them per se, just ask what they have and tell them what you're looking for and say you're actively looking. In that range, however, you and your boss are probably the best source for deals especially if you're looking at a more local level (i.e. if you're in Dallas there's no reason looking for estimators in Seattle so you probably know who's good in your area). Look at who you do business with, competitors, etc. and start talking to them. Let your industry network quietly know that you're looking for acquisitions. If you're looking how to finance them, that's a more in depth discussion.
Out of curiosity, what's big 4 level?
Big 4 accounting firms. PwC, E&Y, Delloite & KPMG. I think the big 4 does well and puts the seal of approval on public co's and large private deals when you need that name but they're overkill on small transactions or companies.
This is exactly what I needed. Thanks Dingdong.
Wish I could SB more than once.
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