The Winning M&A Advisor [Volume 1, Issue 8]

Welcome to the latest issue of The Winning M&A Advisor, the Axial publication that anonymously unpacks data, fees, and terms from the winning M&A engagement letters of professional M&A advisors using Axial to win new sell-side business.

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Behind The Win:

As part of every Advisor Finder process, we ask the business owner to provide a rationale for why they hired a given advisor. The following attributes contributed to the selection of the Winning M&A Advisor:

1. Relevant Experience: The firm had successfully advised on transactions in specialized manufacturing within the transportation industry, giving the owner confidence that they understood the nuances of the sector.
2. Preparation & Professionalism: They attended initial meetings well-prepared, asked thoughtful questions to fully understand the business, and demonstrated a professional and disciplined approach.
3. Responsiveness: Unlike a couple of other advisors interviewed, the firm was consistently quick to follow up on questions, building trust early in the process.
4. In-House Capabilities: The advisory firm does not outsource the majority of the work. They directly manage key services, including developing the marketing strategy and creating marketing materials such as the teaser, CIM, and financial model.
5. Transparent Terms: The milestone-based fee structure provided a clear roadmap of the steps required to achieve a successful sale and the expected timeline.

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