Traditionally, M&A was the province of large corporations.  Established players worked with established players, motivated by both geographic and financial synergies.  However, as recent history has shown, both from a financial and strategic perspective, M&A is a crucial reality for all companies of all sizes.  Indeed, having an M&A strategy – being prepared to acquire or to be acquired – is a managerial necessity.

DaVinci Advisers, has expertise in the acquisition services with transactions ranging from $500.0 K  to $50.0 million in annual revenue. Our current “Buy Side” clients range in revenue size from a few million a year in sales to over fifty million annually.

DaVinci Advisers focuses on long term relationships with growth driven buyer’s that plan multiple transactions over extended periods. By taking advantage of our industry expertise and proven deal performance the DaVinci Advisers client seeks to rapidly achieve long term predictable growth performance at the highest levels of efficiency at reasonable transaction costs. Acting as exclusive M & A advisor, our client achieves rapid access to screened and individually sourced opportunities. With DaVinci Advisers guiding the M & A process clients achieve rapid realization of growth synergies, expansion of major customer relationships and recruiting channels to enjoy rapid growth and expanding profits on a scale that organic growth alone can not equal.

With DaVinci Advisers managing day to day M & A processes we systematically works to exceed an organization’s goals while preserving its executive assets.  Our analysts constantly apply client criteria against potential target fit for acquisition. Our executives screen direct sourced sellers as well and offerings from “sell side” brokers to evaluate and qualify potential acquisition candidates.  Our clients only invest precious “C” level executive’s time on targets where a deal can and should be pursued. Our clients save critical executive resources and transaction costs for more immediate needs of their organization.

 During the transaction process DaVinci Advisers executives  coordinate all the various experts supporting a transaction. We coordinate operational, legal & accounting due diligence, purchase agreement negotiation, re pricing issues, insurance and internal executive integration planning to assure a timely closing. As needed and requested we will explore diverse financing structures  to support transactions. DaVinci Advisers will objectively evaluate and act on the challenges, and opportunities surrounding the closing. From initial strategy through closing and integration, we are there step by step to assure the transaction completes on time and within anticipated costs. Our client’s have the strategic edge necessary to win in their deals in a highly competitive and risk sensitive market place.

As a strategic M&A advisory firm DaVinci Advisers provides both buy-side and sell-side consulting services, offering clients a seasoned combination of industry knowledge, worldwide relationships and international experience.  Additionally, we apply our framework for a proven, efficient process that facilitates results.  As part of every strategic M&A engagement DaVinci Advisers professionals:

• Analyze: Document and analyze clients’ strategic objectives through our initial client review process.

• Explore: Compile an initial candidate list leveraging established industry contacts, continuous industry research and a proprietary internal database.

• Evaluate: Qualify potential candidates, benchmarking them against our clients’ specific strategic objectives.

• Initiate: Initiate the process of mutual discovery and evaluation, introducing candidate companies through appropriate background information, conference calls, and face to face meetings; and educating candidate companies regarding the current client opportunity.

• Execute: Provide continuous counsel regarding current public comparables and industry multiples, typical deal structures, and appropriate terms / conditions.  Support clients’ legal counsel and tax advisors in reviewing Letters of Intent and potential subsequent Definitive Agreements.

Business Valuation

A comprehensive assessment requires an advisor familiar not only with public comparables and transaction multiples, but also with an understanding of the tangible and intangible qualities that drive corporate value. 

In general, our process includes, but is not limited to the following:

• Analysis of relevant general economic and market conditions, demographics and industry data collected through independent research of publicly-available resources;

• Discussions with the Company, and/or others that are knowledgeable about the Company to gain an understanding of the nature of the business, its history, its future prospects, and to obtain an explanation and clarification of data provided;

• Analysis of the Company’s operational and financial records and other corporate information to gain an understanding of its current and historical financial condition and performance;

• Analysis of the Company’s historical and future earnings and cash flow;

• Search for, analysis of, and comparison to potentially similar companies that are publicly traded and/or which have been recently acquired in arms-length transactions; and

• Prior transactions involving the business, if any.

Advisor Trust

M&A engagements require an extraordinary level of corporate trust and personal discretion. As such, Lyndhurst Partners is committed to a strict corporate code of ethics and absolute integrity regarding standards of practice.  We take great care to ensure that corporate confidence is both established and maintained.