Our M&A process
A proven, end-to-end roadmap from pre-market readiness through closing.
Built for GovCon. Every engagement is tailored to the realities of the federal market.
6
STRUCTURED STEPS
9 - 18
MONTH ENGAGEMENT
100%
CONFIDENTIALITY
06
Closing & Post-Close
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Definitive Purchase Agreement support
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Closing conditions & escrow coordination
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Novation filing & agency notifications
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Employee communication & retention plan
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Earnout monitoring & obligation tracking
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Legacy: your people, mission & culture
Why it matters
Novation, agency transitions, and earnouts require expert post-close management.
Duration: 30–60 days to close · Ongoing support
05
Due Diligence Management
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Virtual data room setup & management
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Buyer Q&A coordination & response strategy
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GovCon diligence: novation, FCL, SAM.gov
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Financial, legal & operational support
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Coordinate legal, tax & accounting advisors
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Timeline mgmt & deal fatigue prevention
Why it matters
GovCon diligence is unique. We protect your contracts, clearances, and SDVOSB status.
Duration: 60–90 days · Intensive buyer coordination
04
Negotiations & LOI
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Manage multiple simultaneous LOIs
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Compare EV, structure, earnout & equity
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Seller representation in term negotiations
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LOI drafting support & critical review
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Deal structure optimization (tax & legal)
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Legacy & employee protection provisions
Why it matters
Multiple competing bids create leverage. We ensure you never negotiate against yourself.
Duration: 4–8 weeks · Through signed LOI
03
CIM & Buyer Marketing
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Confidential Information Memo (CIM)
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Executive teaser & NDA-gated materials
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Proprietary strategic acquirer & PE universe
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Defense, intel & civilian sector outreach
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Controlled competitive process for leverage
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NDA management & buyer qualification
Why it matters
We reach buyers who understand GovCon value and pay strategic premiums for it.
Duration: 4–8 weeks · Controlled outreach process
02
Value Enhancement
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Optimize key value drivers pre-market
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Reduce revenue concentration & key-man risk
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Financial reporting cleanup & KPIs
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Mitigate recompete risk exposure
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Build organizational depth & succession plan
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Position for maximum buyer attractiveness
Why it matters
Every EBITDA dollar improvement can translate to 5–12x in enterprise value at closing.
Duration: 3–12 months · Concurrent with prep work
01
Readiness & Valuation
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EBITDA normalization & quality of earnings
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Funded backlog & contract status
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CPARS, clearances, key personnel review
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Enterprise value range & gap identification
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SAM.gov, SBA status & compliance review
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Owner goals, timeline & legacy alignment