MULTISERVICE . STRATEGIC . MERGERS & ACQUISITIONS
ELITE NETWORK OF M&A ADVISORS SERVING LOWER-MIDDLE & MIDDLE
MARKET COMPANIES IN CANADA ($3M-$100M)
What Can We Help You Achieve?
Why work with M&A Evolution?
Elevate the perceived value of your company by introducing qualified strategic candidates for your business with the desire to act. Our well-defined discovery process, beginning with NDA & Indication of Interest, confirmations safeguards your proprietary information.
We apply decades of executive and operational expertise to identify unique diversification opportunities, uncover suitable acquisitions for your portfolio, and contribute to your vision of growth.
Gain access to a comprehensive network of M&A professionals – all under one roof. Collaboration with our independent Strategic Partners in Accounting, Legal, Tax Planning, Wealth Management & Insurance allows us to integrate the appropriate advisor at any stage of a transaction
IN-DEPTH OPINION OF VALUE
& MARKET POSITIONING
Our expert analysts present fact-based reports to ascertain an Opinion of Value and enhance your company’s marketability. We apply a deep understanding of your business coupled with practical industry knowledge to highlight value drivers, synergies, and normalized profitability
Experienced intermediaries successfully negotiate transactions by proactively addressing potential obstacles and optimizing financial techniques, while providing private and commercial funding strategies to satisfy ever-changing market conditions.
M&A Evolution collaborates with industry-leading advisors to produce optimal results for clients and their companies. We apply integrative strategies to effectively bridge elements of the M&A transaction and simplify the process.
What sets us apart?
Full Spectrum M&A Network – Our role is “Conductor of the Deal Orchestra”. We spearhead negotiations and create a strategic symphony with professionals sourced from our network of industry-leading advisors in Legal, Accounting, Tax & Wealth Planning, Insurance, Banking, Private Equity and Family Offices.
Industry Specialists – Our experienced intermediaries understand the nuances of your market sector. We deploy industry relationships to connect your company to strategic prospects for Sell-side or Buy-side interests.
Proven Process – Our methodical approach to closing deals clarifies each phase of the transaction and simplifies coordination of crucial strategies with the right advisors.
Expert Team – 30+ years of deal management and direct expertise across several industries lead to effective negotiations and closed transactions.
Canadian Focus – We focus on the uniqueness of various sectors within Canada’s economy to deliver analysis specifically targeted to Canadian opportunities.
- Transportation & Logistics
- Professional Services
- Software Distribution & Consulting
- Retail Networks/Chains
Our Proven Process
Goal & Strategy Consultation
A complete understanding of your goals, motivations, and business operations clarifies expectations so we can advise on best courses of action.
Opinion of Value Report (OVR) or Opinion of Position Report (OPR)
We produce a detailed OVR for Sellers or OPR for Buyers and present our analysis, enabling you to make an informed decision to go forward and begin the process of Acquisition or Sale.
Confidential Information Memorandum (CIM) Preparation & Market Positioning
Pertinent information is compiled within a detailed CIM to highlight strategic advantages of your market positioning and summarize your enterprise dynamics from quantitative and qualitative perspectives.
Target Search & Qualification
Firms & individuals well-positioned to proceed with an Acquisition or Sale are assessed from a synergistic vantage point and bound to confidentiality through an NDA.
Generate Letter of Intent (LOI) & Negotiation
Our Intermediaries work with qualified targets to craft an LOI/IOI establishing key conditions, capital stack & structure, and acceptable transition terms & conditions reflective of your goals and vision.
Our Deal Team coordinates the progressive release of safeguarded information to candidates and their advisors using a secured data room.
Final Purchase Agreement & Closing
M&A Evolution works jointly with Legal and Financial counsel on both sides of the transaction to ensure timely execution of closing documentation and the Purchase/Sale Agreement.
We maintain communication with the parties and advisors involved in the transaction to verify that post-closing terms & conditions are fulfilled according to the agreed timeline.