
Our difference is reflected in our three key strengths:
1. Focused on Results
We are steadfast in safeguarding confidentiality, as well as avoiding disruptions, deal failures or loss of trust. We work fiercely to deliver optimal results for our clients, every time. Our goal is to ensure our clients have peace of mind throughout the process, knowing that they are equipped with full transparency, independent advice and insights needed to make the best decisions to meet their goals.
Most likely, selling your business or bringing on new investors is not something you do every day. For us, it’s our singular focus. We understand how important it is to get the countless details just right. We treat the transactions with the respect, sensitivity and confidentiality required to meet the needs and expectations of today’s entrepreneurs. We are your exclusive advocates and counsel – thinking about and working towards protecting your interests at all times.
a. Value Creation
Best possible combination of price, terms and strategic fit
b. Limited Engagements
Hands-on participation from senior leaders
c. Upfront Homework
Thorough diligence and analytics
d. Proactive Thinking
Preemptively mitigate disruptions, failures, loss of trust
e. Fierce Advocacy
Work exclusively for your benefit
2. Disciplined Process
What makes Persient distinct is a clarity of process, combined with decades of real-world experience on all sides of the table-as operators, acquirers, and sellers. Our M&A solutions are driven by a controlled, market-clearing process and a passion for helping you achieve both your business and personal goals. Our proven M&A process, a set of Wall Street and corporate best practices, is based on three fundamental principles: (i) maintaining the delicate balance and spirit of collaboration, (ii) establishing and negotiating from a position of strength, and (iii) securing optimal outcome and trust between all parties. Our goal is to see all business owners explore multiple viable offers that benefit not only the owners and their businesses, but also the community they serve.
We understand that making the right strategic decisions for your business is absolutely critical and it can be a daunting process without the right guidance. That’s why we tailor our services to meet your specific needs and objectives, so you never have to go it alone.
a. Lunch & Learn
b. Prepare & Launch
c. Market & Negotiate
Execute & Close
- Lunch & Learn: We invest the time to achieve a deep understanding of your business and personal objectives, presenting the risks and rewards of various marketing approaches, and exploring the feasibility and likely outcomes of each option. We work to develop a level of trust and understanding that sets the stage for the successful launch of the M&A process.
- Prepare & Launch: Once we mutually decide on the optimal strategy to achieve your objectives, we develop a detailed roadmap in order to identify investment highlights, hone our positioning, evaluate financials, develop persuasive marketing materials, and finalize our prospective buyer/investor prospect list. We ensure you are armed with everything needed to make a strong, compelling offering to potential partners.
- Market & Negotiate: Our senior leaders organize and coordinate every aspect of the process, so that you can focus your attention on your business. We proactively and confidentially initiate contact with a global pool of buyers, providing high-level communications on potential synergies, negotiating and evaluating offers, and presenting you with detailed, insightful recommendations based on our 35+ years of experience.
- Execute & Close: We systemize and manage the entire due diligence process, skillfully executing every step in order to meet all transaction milestones and support a timely and successful closing. We work in a spirit of collaboration with a proven process that is designed with three specific goals – transparency, optimal outcome and building trust with all impacted parties. We are laser-focused on helping you achieve your goals.
a. Lunch & Learn
b. Prepare & Launch
c. Market & Negotiate
d. Execute & Close
3. Powered By Experience
Helping numerous clients navigate through their successful exits and having been through sale of our own industrial business, we will never forget the feelings of anxiety and self-doubt that goes along with the process, of navigating through multiple negotiations, legal jargon, and endless buyer inquires. Those personal and professional lessons learned along the decades have fueled our passion for mergers & acquisitions.
Leave No Stone Unturned
All viable options are carefully assessed so you can feel 100% confident in your decision.
Positioning Expertise
Access to marketing know-how for successful acquisition or exits.
Tailored Marketing
Benefit from dedicated marketing experts with right mix of technical, creative and financials skills.
Quality Prospecting
Reach the right buyers, with serious interest and capabilities, on an aggressive timeline to maintain priority, interest, control and leverage throughout the process.
Negotiation Strategies
Maintain focus on the totality of the transaction, so you never feel like you’re going it alone – drive tough negotiations while maintaining cordial relationships from a position of strength.
Control Of Process
Maintain strict control of the M&A process, protect sensitive info and limit market rumors without disruptive consequences or damaged relationships with customers, employees or buyers.
Focused Team Approach
Keep focused and on-schedule, to ensure a timely closing without letting emotions, rash decisions or other distractions derail the process.
Past client experiences
-Carin,
Strategic Life Science Communications Agency, CEO & Founder
-Dan,
Public Biotech Company, CEO
-Kevin,
Specialized Manufacturing Company, CEO & Founder
-Steve,
Global Professional Services Firm, CEO
-Annemaria,
Mortgage Compliance Firm, CEO & Founder
-Ed,
Content Aggregating Blog Company, CEO & President
-Deena,
Fortune 200 Public Energy Company, VP

