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Colleagues Going Over Plans

Business Owners

BWC is a buy side M&A consultancy retained by professional investors to assist in conducting preliminary due diligence. You may be contacted by an associate to have a confidential conversation regarding transaction criteria and fit. If warranted, the next step is typically an introductory phone call with our client – the interested buyer. If both parties want to move forward, typically our client requests follow-up information for the purpose of valuing the company and drafting an offer, or indication of interest. Once terms are finalized, a formal letter of intent is submitted and the buyer continues through a due diligence checklist. After completing the checklist, the purchase agreement is signed and the transaction is funded and closed.

 

BWC has established longstanding relationships with numerous founders and owners of impressive lower-middle-market companies, and understands that confidentiality is often the foremost concern when initiating potential M&A discussions. The firm’s professionals are held to the highest level of integrity and BWC ensures that information shared during discussions is kept private.

Principles that BWC stands by

Portrait of Smiling Woman

Respect business owners’ private information

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Maintain confidentiality throughout the entire process

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Communicate transparently, honestly, and efficiently with business owners

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Uphold the highest level 

of professionalism in the industry

Transaction Process

Step 1

Confidential conversation with a BWC associate to discuss fit

Step 2

Introductory call with buyer; generally results in follow-up information request, in-person visit, and indication of value (IOI)

Step 3

Buyer submits a signed a letter of intent (LOI) and conducts due diligence

Step 4

Execution of purchase agreement, transaction funded and closed

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