U.S. Investor Access & Cross-Border M&A
M&A and investor sourcing for companies pursuing international growth.
Lev Partners advises business owners on company sales, minority investments and strategic partnerships, and supports buyers evaluating acquisitions. U.S.-based with a presence in Turkey, we work across international markets. We assess the business, shareholders’ objectives and financing needs before defining the transaction scope. Our work combines company valuation, financial preparation and transaction execution; investor and buyer sourcing is included where agreed in the mandate.
Depending on the mandate, deliverables include an earnings and cash-flow review, valuation model, investment memorandum, counterparty shortlist, offer comparison and due diligence tracker. We coordinate financial work with legal and tax advisers through agreed milestones. Turkish businesses seeking U.S. private equity or strategic buyers benefit from a tailored cross-border process; investor introductions do not guarantee funding.
Explore our company valuation guide, due diligence services and transaction experience. Discuss your company sale or investment plans.
Scope of Services
Strategic Review & Transaction Preparation
Objective:
Define the optimal transaction strategy and craft a compelling deal narrative.
Strategic positioning and growth option analysis
Assessment of transaction alternatives (full sale, minority sale, JV, recapitalization)
Value driver identification & SWOT analysis
Transaction readiness assessment (financial, operational, legal)
Preparation of initial marketing materials (Teaser / Blind Profile)
Definition of target investor / buyer universe
Transaction timeline & stakeholder mapping
Deliverables:
Transaction Strategy Memorandum
Teaser & Process Timeline
Outcome:
A clear, defensible deal story and strategic roadmap.
Valuation & Financial Modeling
Objective:
Assess business value and the financial assumptions that shape a potential transaction.
Review historical earnings, cash flow and working capital
Build operating forecasts and transaction scenarios
Apply relevant valuation methods and sensitivity analysis
Assess debt, cash and other equity value adjustments
Deliverables:
Valuation analysis and financial model
Scenario sensitivities and key assumptions summary
Outcome:
An evidence-based valuation range and a clear view of the factors affecting price and structure.
Documentation & Marketing Preparation
Objective:
Present the business clearly and prepare a consistent information base for potential counterparties.
Prepare a concise teaser and detailed company information memorandum
Develop a management presentation with consistent financial and commercial messages
Organize financial, operational and corporate documents for the data room
Review consistency between financial models, presentations and supporting information
Coordinate confidentiality arrangements, information requests and document updates
Deliverables:
Teaser, information memorandum and management presentation
Data room checklist and information request tracker
Outcome:
A coherent, supportable investment narrative and organized materials for a confidential process.
Investor / Buyer Identification & Outreach
Objective:
Identify relevant counterparties and manage a confidential outreach process where investor sourcing is included in the mandate.
Map strategic buyers and financial investors against agreed criteria
Prioritize counterparties by sector fit and transaction objectives
Coordinate introductions, confidentiality agreements and information access
Track feedback, management meetings and indications of interest
Deliverables:
Prioritized counterparty list and outreach tracker
Feedback summary and indicative offer comparison
Outcome:
A structured view of counterparty interest to support decisions on the next stage of the process.
Negotiation & Deal Execution
Objective:
Support commercial negotiations and coordinate the transaction process through agreed milestones.
Compare offers, valuation terms and proposed deal structures
Coordinate financial due diligence and management responses
Work with legal and tax advisers on commercial implications
Track outstanding issues, closing conditions and the execution timetable
Deliverables:
Offer comparison and negotiation issues tracker
Due diligence coordination and closing action list
Outcome:
Clearer commercial decisions and coordinated execution, subject to diligence, approvals and agreed terms.
Post-Transaction Support (Optional)
Objective:
Support the transition from transaction closing to ongoing financial management under a separately agreed scope.
Define post-closing reporting priorities and responsibilities
Support cash flow planning and performance monitoring
Coordinate finance integration priorities with management
Track agreed post-transaction actions and information requirements
Deliverables:
Post-closing finance action plan
Management reporting and performance monitoring framework
Outcome:
A practical financial management framework to support the business after closing.
Summary of Deliverables
Phase
Strategic Review
Valuation
Documentation
Outreach
Negotiation
Post-Deal
Key Deliverables
Strategy Memo, Teaser
Financial Model, Valuation Report
CIM, Investor Deck, Data Room
Buyer List, Q&A Log
Offer Matrix, LOI / Term Sheet
Integration Plan



