Services

/

M&A Advisory Services

M&A Advisory Services

Buy-Side & Sell-Side Transactions

Services

/

M&A Advisory Services

M&A Advisory Services

Buy-Side & Sell-Side Transactions

Services

/

M&A Advisory Services

M&A Advisory Services

Buy-Side & Sell-Side Transactions

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

Leadership

Leadership

John Smith

Founding Partner, Head of M&A

Erim N. KARGACI
John Smith

Founding Partner, Head of M&A

Erim N. KARGACI

Let’s discuss your next step

Considering an acquisition, a company sale, an IPO or your next stage of growth? Speak with our team in confidence about your goals and the markets that matter to your business.

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