Mergers & Acquisitions Strategy

A mergers & acquisitions strategy is key to success. Our investment banking team can craft one for top value and perfect fit.
At Persient, the tenacity and loyalty of our attention is our hallmark. If you are looking for astute investment bankers in Southern California to divest your biggest asset or find the right partner to grow your business, we are the answer. Unlike most firms dealing with M&A investment banking in San Diego and Los Angeles, which approach transactions solely from the vantage point of deal-makers, we have personal experience on all sides of the transactional table – as industrial business owners, acquirers, sellers, marketers, strategists, investment bankers and corporate leaders. What sets us apart is our distinct ability to make strong compelling offerings to potential partners and to understand key soft issues in a transaction which empowers entrepreneurs to maximize value through mergers & acquisitions!

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

  1. 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.
  1. 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.
  1. 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.
  1. 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

Our collective transaction experience is broad, not exclusive to a single industry or type of transaction. We take a holistic approach to understanding your goals, so that our experienced investment bankers can prepare a tailored plan that ensures an optimal outcome for you as well as your customers and employees. Our leaders have over 30+ years of experience in leading and executing mergers and acquisitions, with transactions across a broad range of industry verticals. With over $1 billion is aggregate transaction value, our leaders bring operational expertise, an owner’s perspective, and Wall Street solutions to you. We are uniquely qualified to successfully help you achieve your monetary, lifestyle, and legacy goals.

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

From the day we started the process, I felt like we were one team with a shared mission to find the best strategic and economic partner for my business. [You folks] took the time to learn my business and articulate my value proposition; they diligently pursued all opportunities well beyond just the low hanging fruit; and they never missed a deadline. I liked that [they] are industry agnostic. I think it made them look harder for potential deals without pre-conceived ideas or existing relationships on the buyer’s side. What’s more, they were an absolute pleasure to be around. I could not have asked for more and would recommend them to anybody. I can honestly say I feel they earned every penny of the fee – and I’m not very sure most sellers can usually say that about their bankers!


Strategic Life Science Communications Agency, CEO & Founder

We chose [them] because of their independence, confidential outreach and capability to provide an extremely tailored approach. The team worked with us intimately to understand our science, MOA and positioning, and with a very disciplined approach reached key decision makers of domestic and international big-pharma and biotech companies on an expedited basis. They made the entire process extremely easy given their preparedness, transparency and in-depth insight of strategic players who would have an interest in our platform.


Public Biotech Company, CEO

While we have been approached in the past with potential acquisition inquiries, they never resulted in a successful deal for one reason or another. Working with [them] allowed us to attract not only strong interest in the company, but also highly detailed, quality offers from multiple parties, including private equity firms and large, multinational firms from Asia and Europe. As a result of their strategic, proactive approach, we were able to get higher EBITDA multiples than we thought possible and we were able to choose the ideal buyer for our company, with the skills and resources that will enable the company to grow and thrive in the years ahead.


Specialized Manufacturing Company, CEO & Founder

We worked with the principals at Persient on business valuations over a period of many years even before their current configuration. The team took time to understand just what we were looking for and why it wasn't just an "out of the box solution". They were always responsive in their delivery and understanding of our deadlines. They were insightful in their interactions with management and board and a pleasure to work with. Their assessment and understanding of both our industry and our ownership dynamics assisted with our internal discussions and approvals.


Global Professional Services Firm, CEO

After owning my company for 21 years, I decided it was time to sell and move on. I spent many years in the mortgage industry as my line of work and buying and selling homes was second nature, how hard could it be? However, with all my research, I learned selling a company could be a very stressful and emotional transaction, significantly different from selling a home. So, I took the advice from many and interviewed several banking M&A firms and decided to go with the principals of Persient. I felt their passion and experience set them apart from other M&A firms I spoke with. As we went through the arduous process of selling my company, their attention to detail, step by step support, and friendship we built along the way was priceless. I highly recommend [them] and I'm grateful for their help and guidance through this entire process. I always felt they had my best interest at heart.


Mortgage Compliance Firm, CEO & Founder

After receiving an unsolicited indicative offer, we knew we needed a partner who could help us negotiate and navigate the transaction process. Persient’s principals came highly recommended from a colleague and we quickly engaged with them. They negotiated favorable terms for us and made due diligence seamless. With minimal burden on me or my team, we were able to close the transaction in only 45 days – in the depths of the pandemic. Undergoing a transaction can be highly stressful and time consuming, but they made it painless for us. I would highly recommend them to anyone.


Content Aggregating Blog Company, CEO & President

I have loved working with you two. You SO deserve it after what you have put up with from our company. You guys are top notch and I have really enjoyed getting to know you. I hope our paths will cross again one day and I have no doubt that perhaps we will work together.


Fortune 200 Public Energy Company, VP

One of Persient's Real M&A Success Stories.
Talk to us about how we can bring a strategic approach to your sale.

Get your guide: 20 Common Mistakes To Avoid When Selling Your Business

Get your guide: Selling Your Company for Top Value

Get your guide: Selling Your Company for Top Value

Get in touch today

We understand that the sale of a business comes with many considerations, both personal and financial. At Persient, we treat each transaction with the respect, sensitivity and confidentiality that every business owner deserves. You’ll never walk alone.

We start with a Discovery Session to provide you with a personalized Business Landscape Analysis which includes an in-depth review of:

Contact us to help you get started on your journey.