How We Close Every Deal

Our Proven Process

REFINED AND EFFECTIVE

Delivering Results in 3 steps, Every Time

At MTA Advisory Partners, our refined M&A process is built on years of successful transactions and a proven three-step approach that ensures confidentiality, maximizes value, and consistently delivers results with a 100% closing rate. By bringing multiple credible buyers to the table at the same time, while keeping the sale process confidential from employees, customers, suppliers, and competitors, we create the competitive tension that elevates offers and secures superior deal terms. This disciplined strategy reliably produces faster timelines, stronger offers, and highly successful closings.

1

Prepare and Plan

Understanding Your Business Inside and Out

Our approach blends financial analysis, market data, and real M&A insight to produce an actionable valuation you can rely on. This thorough preparation allows us to present your business in its best light while maintaining complete transparency with qualified buyers.

Valuation


We perform a complimentary valuation to help you understand the range of prices you may see and why.

Secure Data


We keep all of your data in a secure room so we can control who has access to your data and what they can do with it.

Quality of Earnings


We do a deep-dive into your financials to make sure they are bullet-proof when we go on the market.


Bespoke Prospecting


We create a prospect list of the most likely candidates for your business based upon parameters we help you develop

Confidential Teaser


We create a blind teaser to send to the prospect list. Interested buyers then sign an NDA.

Confidential Information Memorandum (CIM)


We write a comprehensive memorandum that tells the story of what you’ve built and why someone should buy it.

2

Go to Market

Creating Competitive Tension to Maximize Value

We don’t wait for buyers to dictate the process. By running a tightly controlled, deadline-driven auction, we set the pace, shape buyer behavior, and create the competitive environment required to achieve premium outcomes.

Market Launch


Launch the CIM with a clear bid deadline to establish urgency and align buyer timelines

Buyer Engagement


Manage buyer meetings to assess fit, credibility, and intent.

Process Control


Control process, timing, and information flow to keep competition focused and disciplined.

Competitive Bidding


Run structured bidding rounds to drive valuation, improve terms, and maintain leverage.

3

Close

Closing … A Full Contact Sport

 This is where the rubber meets the road. Selecting the best offer is just the beginning. If a deal is going to die, it’s in this phase. We guide you through every step to closing and make sure that doesn’t happen. 

Offer Evaluation


We help you assess not just price, but terms, structure, and buyer credibility

Letter of Intent


We negotiate key terms that protect your interests

Deal Structure Optimization


We work with your tax and legal advisors to maximize after-tax proceeds

Issue Resolution


We navigate obstacles and keep all parties focused on closing

Timeline Management


We maintain momentum and hold buyers to agreed deadlines

LET'S DISCUSS YOUR VISION

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