M&A Advisory

By offering a full range of services throughout the M&A process, Catapult Advisory Group helps sellers navigate the complexities of selling their business and achieve a successful, profitable transaction.

Full Service is truly full-service

Initial Consultation

Catapult meets with the business owner(s) to discuss their goals, objectives, and reasons for selling. We assess the company’s financial performance, industry position, and market potential. We will provide insights on options for go to market strategies and timing.

2-3 weeks
2-3 weeks

Pre-Diligence and Valuation

Catapult will review standard diligence requests and help the business gather relevant financial, legal and other business documentation as part of a comprehensive business review.   With the data received we will prepare a market analysis to create a baseline benchmark of a reasonable value range to evaluate offers and provide support for negotiations.

1-2 weeks
1-2 weeks

Build Buyer List

Identify and compile a target list of potential buyers leveraging our databases, buy-side advisory partners, networks and industry contacts.

4-6 weeks
4-6 weeks

Build Pitch Book

Develop a customized marketing strategy to attract qualified buyers willing to bid premium offers. Multiple versions of the pitch book may be created depending on the type of buyer (i.e. private equity firm, strategic competitor, industry adjacent synergistic buyer).

1-4 months
1-4 months

Marketing and Outreach

Actively market the business to potential buyers through various channels. Catapult will leverage our existing relationships with buy-side advisors, strategic buyers, private equity firms and investors. We will also stage the release of materials to different types of buyers based on their normal decision timelines to create a competitive auction process.  The ultimate goal is to gather multiple indications of interest (IOI’s) to qualify and move 3-5 buyer targets to the next round.

2-4 weeks
2-4 weeks

Negotiation

Once qualified buyers are identified,  Catapult will manage a structured auction and negotiation process designed to maximize value and to solicit a letter of intent that will survive the due diligence process with minimal to no changes.

8-12 weeks
8-12 weeks

Due Diligence Support

Catapult will assist the seller in preparing for and navigating the due diligence process. This involves creating and managing a virtual data room, coordinating with the buyer’s due diligence team and the seller’s professional teams (CPA, tax, legal, IT, insurance benefits, IP, real estate and environmental).  Catapult will curate the data and reconcile the information to materials already provided to the buyer to reduce questions and objections.  We will also manage the multiple diligence meetings and interviews with the appropriate parties and prep the seller for every interaction.

Closing

Catapult will coordinate with the buyer’s and seller’s attorneys throughout the purchase agreement drafting process to ensure business terms agreed upon at the LOI stage  and other issues that arise during the diligence process are properly documented.   In situations where there are post-close adjustments (i.e working capital adjustments or true-ups, earnouts),  Catapult will provide on-going support for those activities.

I am very pleased to be writing this testimonial for Greg DeSimone.  Greg coordinated the sale of my security company (RSIG) in 2022 and he was the ideal partner.  In short, Greg was professional, smart and responsive – and he always had our best interests in mind, never his own.  On top of that, he was able to maximize the value of the exit by employing an approach that we would never have thought of on our own.

Experience matters, so because of that and because of the sterling work Greg did during our process, I would not hesitate to recommend him to any business.  Greg DeSimone and his team are as good as it gets.

– Tim Mazzie