Zenith · Transaction Advisory
M&A Advisory.
Buy-side and sell-side M&A advisory for companies, family offices, and private buyers.
What Companies Deal With During M&A
Buyers and sellers often don't have a clear valuation story going into negotiations
Deal structuring gets rushed, leaving value on the table for one side
Family offices and private buyers often lack the advisory support institutional buyers have
Complex deal terms get missed without experienced negotiation on the buyer or seller's side
Poor preparation leads to deals falling through late in the process
Full-lifecycle M&A execution.
Advise on buy-side and sell-side M&A transactions
Support family offices and private buyers through acquisitions
Structure deal terms to protect value for our client
Build valuation and deal materials for negotiation
Guide transactions from initial interest through close
The Old Way vs Zenith
The Old Way
Zenith
No clear valuation story going into negotiations
Build valuation and deal materials before the first conversation
Deal structuring gets rushed, leaving value on the table
Structure terms to protect value for our client
Family offices and private buyers lack advisory support
Dedicated advisory for family offices and private buyers
Deals fall through late in the process from poor preparation
Guide transactions from initial interest through close
Selected Engagements
Amer
Structured an acquisition of Amer Center for a family office
100+
Structured $10M for acquisition across 5 targets for a fertility clinic platform
E-Commerce
Completed an acquisition for an e-commerce and apparel business
Cosmetic
Led buy-side M&A support for a cosmetic clinics group
Healthcare
Supported an acquisition for an infertility-focused healthcare business
Enterprise
Structured a roll-up strategy for an enterprise software consolidation platform
Senior Care
Structured a roll-up strategy for a senior healthcare consolidation platform
Core M&A capabilities
Buy-Side & Sell-Side Advisory
Advise on both sides of M&A transactions, from target identification through close.
Family Office & Private Buyer Support
Dedicated advisory for family offices and private buyers who need institutional-level support.
Deal Structuring & Negotiation
Structure deal terms to protect value and negotiate complex terms on behalf of our clients.
Valuation & Deal Materials
Build valuation models and deal materials that withstand scrutiny and anchor negotiations.