The Winning M&A Advisor [Volume 1, Issue 7]

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 or management team 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. Industry Knowledge and Relevant Experience: The advisor demonstrated strong familiarity with the company’s industry and transaction type. The owner viewed them as knowledgeable and experienced, which inspired confidence in their ability to navigate the market and connect with potential buyers.
2. Substantial Organizational Presence: Compared to other finalists, the firm came across as a larger, more well-resourced operation. This gave the owner added confidence in their ability to manage a complex sale process and deliver a strong outcome.
3. Professionalism and Preparation: While all finalists were pleasant to engage with, this firm stood out for their professionalism, thoughtful responses, and clear articulation of capabilities. They presented themselves as a cohesive team—rather than just a single advisor—which reinforced their institutional strength and collaborative approach.
4. Alignment with Buyer Profile and Deal Strategy: The firm’s experience closely aligned with the seller’s expectations—particularly in targeting private equity buyers seeking platform add-ons—positioning them as the best fit to attract and negotiate with the right acquirers.

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