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Services

Wild Rose Advisors represents the owner. Each engagement is led by the principal from the first conversation to closing, and begins with a written assessment of the company.

01

Sell-Side M&A

Wild Rose Advisors represents the owner in the sale of a company, and puts strategic acquirers, private equity and private investors in competition for it.

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  • Buyer Competition

    Strategic acquirers, private equity and private investors approached in parallel, so that the owner compares offers rather than accepting the first.

  • Process

    Preparation, confidential marketing, offers compared on their terms, and negotiation through diligence and closing.

  • Preparation

    The work before a company goes to market, intended to position it for the value it can command rather than the first figure offered.

02

Capital Raising

Advice on minority investment, majority recapitalization and debt, for an owner who seeks capital or a partner rather than a full sale.

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  • Minority Investment

    A partner who buys a share of the company while the owner keeps control and continues to lead it.

  • Majority Recapitalization

    A sale of a controlling interest in which the owner takes value out and keeps a share of the company's future.

  • Debt and Transition

    Financing for an acquisition, for growth or for a transfer to management or the next generation without a full sale.

03

Valuation

A written assessment of what the company is worth to each kind of buyer today, and the work that seeks to close the gap to what it could be worth.

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  • Valuation Assessment

    An estimated range of value grounded in current transaction data for the sector, with the assumptions stated, and the actions that would move it.

  • Exit Readiness

    Documenting the recurring base, reducing concentration and writing down how the business runs, so that its value is visible to a buyer.

  • For Advisors

    Accountants, attorneys and wealth advisors refer clients for an independent view of value before a transaction is contemplated.

04

Acquisition Search

A retained search for a buyer with a defined mandate: the target list, the outreach to owners, and conversations with those willing to discuss a sale.

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  • Buy Box

    Sector, geography, size, structure and exclusions, agreed in writing, against which the work is measured.

  • Outreach

    Research, calls and follow-up with owners who have not listed their companies, and screening of every response.

  • Introductions

    Conversations arranged with owners who agree to them and whose companies fit the criteria.

Most first conversations begin with the written assessment of the company.

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