Mike Rosendahl

E: mrosendahl@pcecompanies.com

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Sell Side M&A Process


Pre-Marketing Stage

Analyze Data and Define Strategy (1-2 weeks)

  • Understand business objectives
  • Establish virtual data room
  • Organize core financial/operational data

Develop Marketing Assets (3-4 weeks)

  • Produce Confidential Information Memorandum (CIM)
  • Create buyer list
  • Create projections

Marketing Stage

Go to Market (4-6 weeks)

  • Solicit buyers
  • Execute NDAs
  • Respond to buyer question

Vet Initial Offers (1 week)

  • Receive initial indications of interest
  • Determine buyers to move forward

Meet Potential Buyers (3-5 weeks)

  • Hold management meetings
  • Conduct site visits
  • Provide additional due diligence

Narrow Buyer Pool (2 weeks)

  • Review revised buyer offers
  • Recommend buyer
  • Negotiate & Execute Letters of Intent (LOI)

Prepare for Closing (8-10 weeks)

  • Negotiate purchase and ancillary agreements
  • Facilitate buyer due diligence



Largest Transactions Closed

  • Target
  • Buyer
  • Value($mm)

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