Fees / Timing
Compensation
We are happy to discuss success fee and retainer arrangements with prospective clients.
Our success fees are based on a percentage of the total transaction value, payable when the deal is closed. Our fee schedule is comparable to that of other leading merger and acquisition intermediaries.
To partially cover the work shown in the timeline below we also charge a monthly retainer fee. We represent either the buying or the selling side in any given transaction and are never paid by both parties.
References on Stevenson & Company from previous and current clients and professional associates are available upon request.
Timing: Keeping the process on the track to success
In addition to thoroughness and professionalism, we understand the importance of urgency and momentum to a successful transaction. We accelerate what typically is a 6 to 12 month process into a timeline that includes:
TIMELINE TOUR: Click below to view the steps of our process and approximate timing
Plan strategy and conduct internal due diligence
- Understand company and its objectives
- Review and restate operational and financial performance
- Review and sharpen growth projections
- Develop preliminary marketing strategy
- Value propositions
- Types of buyers
- How broadly to market
Prepare memorandum and identify buyers
- Define key selling points
- Prepare offering memorandum
- Identify and evaluate potential buyers
- Customize approach for strategic and financial buyers
Conduct formal marketing efforts
- Contact buyers
- Distribute memorandum
- Qualify buyers and furnish information
- Prepare management presentation
- Receive preliminary indications of interest
Conduct management presentations and buyer due diligence
- Select qualified buyers
- Facilitate meetings and plant visits
- Coordinate follow-up information requests and discussions
Evaluate bids and assist negotiations
- Evaluate offers
- Assist in negotiations
- Facilitate due diligence and legal documentation
- Close transaction