Cohen Capital Advisors, Investment Banking and Advisory Services for Middle Market Companies. Cohen Capital Advisors
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Buy-Side Process
There are many ways in which to evaluate a potential target, both objective and subjective. In addition to thoroughly understanding the facts and figure, it is also important to understand the culture and underlying motivation. We diligently help you explore these avenues to help increase the probability of a successful deal closing and, more importantly, solid investment down the road.

  • Determine evaluation criteria and valuation methodologies
  • Preliminary development of financing options
  • Develop and rank potential targets
  • Contact potential targets and others in investment banking marketplace
  • Present offers to interested parties
  • Preliminary negotiations
  • Perform due diligence*
  • Evaluation of options against goal and presentation of final offer
  • Negotiate letter of intent
  • Preparation of financing memorandum

*An integral part of the buy-side process is performing due diligence on the potential target. We rely on the expertise and experience of the Transaction Services Group at Cohen & Company to complete this key step. They have performed numerous engagements for businesses, private equity groups, and venture capitalists undertaking merger and acquisition activity. More information can be found at their website, www.cohencpa.com.

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