Buy-Side Advisory
Representing the acquirer
We work with private equity firms, family offices, strategic acquirers, and other investors pursuing targeted acquisitions - developing and executing searches around defined investment criteria.
Strategy & Criteria
- i.
Acquisition Strategy
Investment criteria development built around what the buyer actually wants to own.
- ii.
Market Mapping
Sizing up the landscape of potential targets within the defined criteria.
- iii.
Target Identification
Building the list of businesses that actually fit the thesis, not a generic database pull.
Origination & Screening
- iv.
Deal Origination
Direct outreach to owners outside the auction process, before a deal is broadly shopped.
- v.
Owner Outreach
Initiating the conversation with an owner who may not be actively looking to sell.
- vi.
Opportunity Screening
Initial transaction analysis to prioritize the conversations worth having.
How we originate off-market opportunities: See Deal Origination →
Execution
- vii.
Deal Coordination
Managing the moving pieces of a transaction from first call to closing.
- viii.
Negotiation Support
Structuring and negotiating terms on the acquirer’s behalf.
- ix.
Diligence & Closing
Coordinating diligence and transaction execution through to close.
Who This Serves
Sell-Side Advisory
Representing the owner
We represent business owners and shareholders pursuing a sale, recapitalization, or strategic transaction - managing the process from preparation through closing while protecting confidentiality throughout.
Preparation & Positioning
- i.
Transaction Preparation
Getting the business and its story ready for a process, before it ever reaches a buyer.
- ii.
Business & Financial Positioning
Valuation analysis and confidential marketing materials built around the strength of the business.
- iii.
Confidential Marketing
The story of the business, packaged for the buyers who are actually the right fit.
Outreach & Negotiation
- iv.
Buyer Identification
Strategic buyers and private equity firms identified and approached as a competitive process, not a single conversation.
- v.
Indication & Offer Management
Running multiple conversations at once, so the owner is negotiating from a position of options.
- vi.
Negotiation Support
Terms negotiated on the owner’s behalf, from indication through final agreement.
Execution & Closing
- vii.
Diligence Coordination
Managing the diligence process so the owner can keep running the business.
- viii.
Transaction Execution
Keeping the process moving through the points where deals typically stall.
- ix.
Closing Coordination
Managed through signing and funding, with the owner’s interests represented at every step.
Common Situations
Capital Meets M&A
Find the acquisition. Finance the acquisition.
A buyer working with NorthBridge on an acquisition may also need acquisition financing. Our Capital Advisory practice can structure, arrange, and place that debt. One firm, from origination through execution.
Find the acquisition
Buy-side origination and target identification around defined investment criteria.
Structure the financing
Acquisition debt arranged through NorthBridge’s Capital Advisory practice, across banks, private credit, and specialty lenders.
Execute the transaction
Diligence, negotiation, and closing managed through to funding.
Let’s discuss your transaction
Confidential, no obligation. Tell us about the mandate and we’ll follow up personally.
Confidential · No obligation