M&A Advisory

Top-Level Transaction Framework | 9 to 12 Month Timeline | 90% or Higher Close Rate

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The DellaRok Advisory Process

A proprietary five-phase process delivering investment banking quality to the lower middle market. Unlike brokers who list and wait, we create competitive tension, maximize valuation, and reduce execution risk through disciplined methods.

Process Benchmarks

50 to 100+

Buyers Contacted

15 to 25

NDA's Executed

8 to 12

Serious Buyers Engaged

90%

or higher successful close rate

Phase 1: Discovery and Valuation (Weeks 1 to 4)

  • Leadership team interviews and business review

  • 3 to 5 year financial statement analysis and cleanup

  • EBITDA bridge development (15 to 25 adjustments typical)

  • Working capital analysis and target setting

  • Comparable company and past transaction analysis

  • DCF modeling and multiple valuation methods

Phase 2: Positioning and Preparation (Weeks 5 to 10)

  • 50 to 80 page Confidential Information Memorandum (CIM) development

  • Anonymous Teaser creation for initial outreac

  • Strategic growth story and competitive positioning

  • Virtual data room organization (corporate, financial, operational, legal)

  • Buyer list development (50 to 100+ strategic and financial targets)

  • Sell-side Quality of Earnings analysis preparation

  • Management presentation materials and Q&A preparation

Phase 3: Buyer Targeting and Marketing (Weeks 11 to 20

  • AI-powered buyer matching based on industry, size, geography, investment focus

  • Phased outreach strategy (Tier 1, 2, 3 buyers based on fit)

  • Financial buyer targeting: PE funds matched to investment criteria

  • Anonymous teaser distribution and interest tracking

  • NDA execution and confidentiality management

  • Staged CIM distribution to qualified buyers only

  • Initial buyer Q&A and information request management

Phase 4: Bid Management and Negotiation (Weeks 21 to 28)

  • Indication of Interest (IOI) request with deadline

  • Management presentations and site visits (top 3 to 5 buyers)

  • Letter of Intent (LOI) request and competitive bid analysis

  • Best and Final Offer (BAFO) process management

  • Deal structure optimization: price, earnouts, working capital, reps and warranties

  • Buyer selection and LOI negotiation

  • Purchase agreement framework development

Phase 5: Due Diligence and Closing (Weeks 29 to 40)

  • Virtual data room management and buyer access control

  • Diligence Request List (DRL) response coordination (200 to 400+ items)

  • Quality of Earnings process management

  • Legal, environmental, insurance, and tax review coordination

  • Purchase Agreement negotiation (reps, warranties, indemnifications)

  • Third-party coordination (legal, accounting, lenders)

  • Final net working capital calculation

  • Closing document execution and funds transfer

We connect business owners, investors, and referral partners with high-value opportunities in the mergers and acquisitions space.

Resource Links

DellaRok Resource Portal

Get in Touch

2001 NORTH OCEAN BLVD APT 1604 SOUTH BUILDING, BOCA RATON, FLORIDA, UNITED STATES,3343

Address:

2001 NORTH OCEAN BLVD APT 1604 SOUTH BUILDING, BOCA RATON FL 33431

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