Our Process

What makes Founders Group different? Our professionals bring the knowledge and track record of a large investment bank, but with the senior level execution and relentless client attention of a tight knit partnership.

Core beliefs

M&A deals are our trade and our craft. We customize each process to meet our client’s specific goals.

Every M&A deal is different. There is simply no one-size-fits-all solution, and we are agile enough to adapt to the nuances of your specific company, the latest industry trends, and the changing tides of the buyer landscape.

We pride ourselves on our relentless client focus.

We are dealmakers – but we’re advisors first. We’ve always built our own company for the long-term.

For us, the most important thing we'll ever earn is your trust.

We pride ourselves on building the most innovative and client-centric solutions. Whether it’s finding an owner that will preserve your brand and team or maximizing value through pre-market strategic planning, our clients trust us to provide unique creativity and client focused solutions in every situation.

Founders Group’s Proven Process

  1. Phase 1: First, we understand your goals

    The most important thing when selling your business is the same thing that underpinned your success to date: self awareness and alignment.

    Each owner has a different level of focus across key objectives including financial freedom, retirement, and finding the right owner to do right by your customers and employees. We listen and understand your vision for a successful transaction, and then we build a plan and calendar to make that vision a reality.

  2. Phase 2: Valuation

    Founders Group has significant experience in the valuation of privately owned businesses, both as sell side advisors and as private equity investors.

    We conduct extensive and structured analysis on your business, industry trends, financial metrics, the buyer landscape, and numerous other factors to build a high-conviction valuation range for your company.

  3. Phase 3: Positioning

    We work with our clients to understand the specific nuances of your particular business and the latest industry trends.

    It is critical to not only emphasize strengths, but also execute clear and low-hanging value creation plans to mitigate vulnerabilities ahead of going to market. We conduct this process while preserving owner and management time. Founders Group prepares a Confidential Information Memorandum (CIM) that presents the business in a compelling and buyer-legible manner, focusing on key company highlights and growth opportunities.

  4. Phase 4: Buyer Identification & Outreach

    Founders Group proprietary buyer databases comprise the most qualified strategic, private equity, and independent buyers across industries.

    We vet all prospective buyers and present you with our targeted outreach list to ensure a confidential and focused process including only the most attractive and well-intentioned buyers.

  5. Phase 5: Competitive Process

    Founders Group coordinates an investment banking mergers & acquisitions process with maximum buyer competition.

    Multiple rounds of bidding narrows the funnel and draws out best-and-final offers from strategic, private equity, and independent buyers.

  6. Phase 6: Negotiations and Closing

    We oversee all aspects of due diligence and have deep experience in addressing the various issues that inevitably arise during any M&A transaction.

    We respectfully but aggressively represent our clients throughout all negotiations to maintain appropriate deal terms which both maximize value and ensure that all final terms and purchase agreement clauses are on-market, fair, reasonable, and appropriate.

Contact Us