Services

You’ve built a great business. Revenues are strong and that’s flowing through to your bottom line. A new set of opportunities is open to you.

Maybe you’ve identified companies that you’d like to integrate into your own to expand market share or achieve scale. Or, maybe you’re receiving calls from investors interested in buying a stake in your success. But your expertise is in running your company, not selling it or acquiring another. We can help.

Gerron Group offers comprehensive M&A advisory services to meet a wide range of buy- and sell-side needs, at a fraction of the cost of engaging a boutique investment bank.

Our Process

initial consultation

We start with a conversation to help us understand your business, your motivations for buying or selling, and what success looks like to you. Our approach is informed by this initial meeting.

evaluation & candidate sourcing

We meet with your executive team to discuss various scenarios and potential outcomes, and to gather the information we’ll need to take the next steps. On the sell side, we’ll help you create the confidential information memorandum, a company teaser and pitch deck. We offer coaching on how to effectively sell your value proposition in meetings. On the buy side, we create pro forma financial statements for targets and discuss valuation.

due diligence

On the sell-side, we create a virtual data room, proactively structured and populated with data in order to accelerate the process. On the buy side, we drive the data request to the seller and guide the review process so that the client has clear insight into to the target’s operational and strategic strengths and weaknesses.

deal structure

As the negotiation matures, we support your attorneys in helping you interpret purchase agreements in easy-to-understand terms, create the disclosure schedules and consult on operational ramifications of the transaction

Consultation

We don’t disappear after the deal closes. We’re available to provide ongoing consultation, as needed, on everything from post-closing contractual obligations to operational and financial integration.

Our Services

Services for Sellers:

Perform Valuation Analysis
Identify and Solicit Target Acquirers/Investors
Create Marketing Documents
- Teaser
- Confidential Information Memorandum
- Management Presentations
Facilitate Management Meetings
Prepare Data Room and Manage Due Diligence Process
Facilitate Bidding Process
Support Negotiation of Purchase/Investment Agreement

Services for Buyers:

Identify and Solicit Target Acquisitions
Evaluate Targets
Pro Forma Valuation Analysis
Initial Operational Evaluation
Initial Strategic Fit Evaluation
Manage Due Diligence Process
Create Bid(s) Using Proven Pricing Model
Support Negotiation of Purchase/Investment Agreement
Support Integration Planning and Implementation

Securities related transactions are offered through a registered representative of an unaffiliated broker-dealer, Foreside Investment Services, LLC.