Stay Updated
Stay informed with our deal announcements, our market insights, and our research concerning founders and families pursuing their most complex strategic and financial challenges.
Menu
Execute your most important deals with confidence
Trusted, Results-Driven M&A and Corporate Finance Advisory
Many dealmakers can deliver a comprehensive list of competitive offers from qualified buyers in a variety of industries.
Certain data sources, market networks and tradecraft used by the dealmaking industry for identifying and connecting with potential counterparts — employed by Wall Street and the specialist boutiques alike — are neither unique nor a reliable source of differentiation. They are in fact readily available commodities. Choosing your M&A advisor based on who they claim they can bring to the table will not increase the likelihood of your deal’s ultimate success.
Our clients would attest that only an advisor with the right combination of experience, creativity and tenacity can deliver an outlier result.
Our most defensible advantages as dealmakers include:
01.
Our track record and experience in having led large institutions in the acquisition of smaller companies. We know how to level the playing field when negotiating with much larger and more financially powerful counter-parties. We are experts at navigating the complex trade-offs owners often face when pursuing an exit or growth transaction — involving varying degrees of liquidity, risk, control, succession, and taxation.
02.
Our ability to craft your company’s best market-ready story — the investment proposition that will drive and sustain buyer interest and lead to higher valuations and outlier results. We compose the right narrative at the right time using the right metrics, thus propelling the market to respond accordingly.
03.
Our analytical rigor, our process excellence, our obsessive attention to detail and our strict avoidance of conflicts. We combine these important qualities with unrelenting tenacity to deliver your desired outcome. We think creatively, anticipate adversity and pursue the best possible result until we get the right deal, not just any deal.
- Mergers
- Acquisitions
- Full or partial exit sales
- Minority or majority equity recapitalizations
- Debt financings
- Management buy-ins and buyouts
- Employee Stock Ownership Plans (ESOPS)
- Family Succession
»
Large institutions are often beholden to the interests of large corporate clients offering repeat business
Our size and independence allow us to align ourselves fully with our seller clients, regardless of the counterparties with whom we negotiate
»
Large institutions handle large deal volumes
Cypress works on a limited number of transactions – every deal is of utmost importance to our firm
»
Senior bankers appear sporadically, and rely heavily on junior bankers to handle clients and counterparties
Cypress principals will always lead all client and counterparty interactions
»
Bankers who claim deep industry experience are often too close to prospective counter parties and therefore less independent
As private company M&A experts, we zealously pursue integrity of process, thus mitigating inevitable uncertainties and improving the odds of an optimal result
Measure your company's exit potential
Our Value Attributes Assessment –based on the 8 Drivers Framework– can tell you where your company stands on the road to an extraordinary exit outcome.
M&A ADVISORY — Only the right combination of experience, creativity, and tenacity can deliver an outlier result. Explore our most defensible advantages as dealmakers.
Measure your company's exit potential
Our Value Attributes Assessment –based on the 8 Drivers Framework– can tell you where your company stands on the road to an extraordinary exit outcome.
M&A ADVISORY — Only the right combination of experience, creativity, and tenacity can deliver an outlier result. Explore our most defensible advantages as dealmakers.
Get in Touch
Book a time below for an informal conversation about what’s on the horizon for your founder-led or family owned business.
Get in Touch
Book a time below for an informal conversation about what’s on the horizon for your founder-led or family owned business.