Purpose & Aproach
Lev Partners provides end-to-end M&A advisory services to companies, shareholders, and investors navigating acquisitions, divestments, mergers, and strategic partnerships.
We act on both sell-side and buy-side mandates, adapting our process to the client’s objectives—whether full exit, partial liquidity, growth capital, strategic partnership, or platform acquisition.
Our approach is transaction-led but value-driven. We combine strategic positioning, rigorous financial analysis, disciplined investor outreach, and hands-on execution to maximize value while managing risk throughout the transaction lifecycle.
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:
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.
Documentation & Marketing 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.
Investor / Buyer Identification & Outreach
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.
Negotiation & Deal Execution
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.
Post-Transaction Support (Optional)
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.
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




