Accretive Partners
Strategic Advisory Services
Strategic Advisory Services
A Different Approach from Experience
Past experience as Wall Street investment bankers is typical of boutique investment banks - which we have. Importantly, our partners have deep experience sitting on all sides of the table as Entrepreneurs, Private Equity Investors, and Board Members - enabling us to see the big picture and share our unique insights for our clients' benefit. We speak from direct experience when we advise our clients on the best course of action with their life's work at stake - not secondhand observations or templated pitch books.
Broad Investor Network and Relationships
- The Accretive team has been in the business of M&A and Capital Markets for over 18 years and has extensive relationships with a global network of investors.
- In an environment where there is an abundance of capital available, it is important to identify the right partner, beyond simply raising a particular amount of money.
- Experienced as Investors and Board Directors ourselves, we understand what buyers really think and how they are likely to behave as partners – beyond their typical sales pitch.
Creative and Disciplined Execution
- Our deal process disrupts the traditional investor-directed process, and transfers the leverage from investors to entrepreneurs.
- We do not believe in exclusivity.
- We often negotiate parallel deals with multiple parties to ensure that our clients are able to pick the right partner while maintaining leverage in the process.
- We combine the art and science of negotiation to optimize results for our clients.
Process Overview
How Our Partnership Works
When approaching a transaction, we consider the full-range of client interests including price, structure, tax and legal treatment, and ongoing management and employee interests.
Most of the companies we work with have achieved success through intense focus on their product(s) and day-to-day operations.
We conduct our own in-depth due diligence from the perspective of a buyer to frame your story in the most positive light, while anticipating market feedback on risks and mitigants.
Accretive offers a range of options for customizing the M&A engagement process to best suit their clients’ needs. We can provide a bilateral approach, which involves starting with one specific bidder; a targeted approach, which focuses on specific strategic buyers; or a broad approach, which covers a full sale process and the broadest range of potential buyers.
In addition to screening potential buyers carefully, we use our deep understanding of our clients’ products and operations to answer due diligence questions at the front end of the process. It is only after potential suitors have demonstrated a high level of seriousness that we introduce them directly to the company.
A typical bank conducting a traditional buyer analysis focuses on a short list of obvious potential buyers. Access to these buyers is important, but it is not enough. In today’s environment, we find that it is often the less obvious acquirers who are willing to stretch for creative deals that maximize shareholder value. Accretive goes the extra mile to build a comprehensive and strategic list of potential buyers.
The transaction negotiation is often the most important step of the engagement process. Accretive customizes each transaction to meet shareholder and other stakeholder interests. We balance business, legal, and financial tradeoffs in the negotiation process, and concern ourselves with every detail of the transaction.
Most of the companies we work with have achieved success through intense focus on their product(s) and day-to-day operations.
We conduct our own in-depth due diligence from the perspective of a buyer to frame your story in the most positive light, while anticipating market feedback on risks and mitigants.
We are process experts with deep and broad industry connections.
Connect with us to make an appointment or learn more about our services.