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Buy Side Advisory

Specialized Support for Expansion through M&A

Our buy side advisory services are designed to support clients to expand their market presence or diversify their portfolios through strategic acquisitions. We work with buyout-focused private equity firms and family offices to support new platform investments, M&A rollup strategies, and strategic add-ons. We also work with corporate clients in an outsourced corporate development capacity.  

Our success as buy side advisors is attributed to our approach as a true strategic thought partner, working closely alongside our clients to develop strategic ideas, evaluate opportunities, facilitate strategic discussions, formulate alternatives, and execute strategic plans.  

Given our sector focus, we are efficient at identifying potential acquisition targets. Once we have engaged an attractive target, we perform a valuation of the target, coordinate discussions with the target, negotiate the letter of intent, conduct due diligence, assist to obtain financing, and bring the transaction to a successful close. 

Our Buy Side Process

We employ a true partnership model in our buy side engagements, guiding clients through every step of the acquisition process from developing the acquisition strategy through closing the transaction. 

Develop Strategic Objectives

We commence by collaboratively developing an
acquisition plan that aligns with our client's strategic objectives, whether those are to meet financial targets, to enter into new product markets or geographies, or to fill gaps in the existing product offering. This creates a foundation for the process to be focused and effective.

Evaluate Financial Readiness

Once strategic objectives have been defined, we collaborate with clients to evaluate their financial health and readiness for the planned acquisition. This entails determining the optimal post-closing capital structure and identifying sources of capital to fund the acquisition including cash, debt, or equity sources.

Create Target Profile

Using information developed during our initial strategic and financial planning sessions, we create an ideal target profile which includes important financial and strategic criteria to ensure that our efforts are focused and
aligned with our client's strategic objectives.

Research Target Market

We perform in-depth market research to identify and understand important macro trends and risk factors, market sizing and segmentation, key growth drivers, competitive dynamics, and valuation environment, enabling a strategic approach to target selection.

Compile Target List

Leveraging our proprietary databases and leading
third-party data providers, we compile an extensive and highly-customized list of potential targets based on strategic potential, financial profile, and technology fit, ensuring a high likelihood for meaningful value creation.

Engage Targets

We conduct a comprehensive and carefully crafted target outreach campaign to engage with potential targets, establishing the foundation for meaningful discussion and strategic exploration. As discussions advance, our goal is to foster relationships with target business owners, understand their objectives, assess strategic alignment, and evaluate operating synergies.

Submit Letter of Intent

Once an attractive target has been engaged and a compelling potential strategic fit has been identified,
we work with our client to draft and submit a Letter of Intent (LOI) to express formal interest in acquiring the target. The LOI outlines the terms and structure of the proposed acquisition and sets the stage for more in-depth due diligence and transaction negotiations.

Perform Due Diligence &
Close Transaction

The last step of our process is to perform thorough
due diligence to assess the target's business, financial, operational, and legal condition. We evaluate potential risks and confirm compliance with relevant regulations. Finally, we assist in the preparation of definitive legal documentation and coordinate the transaction closing.

Let’s Start a Conversation

If you are considering a new platform investment, strategic add-on, or pursuing a full rollup strategy, we’d love to help. 

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Crestone Advisors is a leading independent Los Angeles-based investment bank specializing exclusively in the software sector. We provide specialized mergers and acquisitions advisory services and tailored private capital solutions to exceptional founder-led software companies, software-enabled services companies, and software-focused private equity firms. 

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Securities are offered through Finalis Securites LLC Member FINRA / SIPC . Crestone Advisors is not a registered broker-dealer, and Finalis Securities LLC and Crestone Advisors are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418. 

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