M&A Advisory
Strategic M&A Advisory for Buyers, Sellers, and Capital-Backed Operators
Hands-on advisory support for acquisitions, mergers, and complex transactions in the lower middle market.
Who This is For?
Our M&A Advisory services are designed for:
- Business owners exploring a strategic sale or merger
- Buyers pursuing acquisitions or roll-up strategies
- Private equity, family offices, and independent sponsors
- Operators executing add-on acquisitions
What Makes M&A Different From Brokerage
M&A Is Not Business Brokerage
M&A advisory goes beyond selling a business.
It involves strategic positioning, deal structuring, capital coordination, and risk management — often across multi-entity or multi-party transactions.
- Partial exits and recapitalizations
- Minority investments
- Strategic mergers
- Complex ownership structures
- Capital-backed acquisitions
Transaction Types We Advise On
Transaction Scenarios
- Majority or full company sales
- Minority investments or growth equity
- Strategic mergers
- Add-on and platform acquisitions
- Partner buyouts and restructurings
- Recapitalizations and partial liquidity events
Our Role as an M&A Advisor
Our Role
Golden Beacon acts as the strategic quarterback throughout the transaction:
- Transaction strategy and positioning
- Valuation analysis and deal modeling
- Buyer or target identification
- Offer evaluation beyond headline price
- Deal structure optimization
- Coordination with legal, tax, and capital partners
- Risk mitigation through diligence and documentation
Operator-Led Differentiation
Why Golden Beacon
We are not career bankers focused on fees — we are operators and investors who understand how deals work after the close.
- Focus on certainty of close, not just valuation
- Structuring deals that survive diligence
- Alignment of incentives across stakeholders
- Real-world operational insight
Buy-Side M&A Advisory
Buy-Side Advisory
We support buyers through:
- Acquisition strategy development
- Target identification and screening
- Valuation and financial modeling
- LOI drafting and negotiation
- Due diligence management
- Capital stack coordination
Sell-Side M&A Advisory
Sell-Side Advisory
We advise owners on:
- Strategic alternatives analysis
- Exit structuring (full, partial, recap)
- Buyer positioning and outreach
- Negotiation of economics and governance
- Transition and post-close planning
Process Overview
Our M&A Advisory Process
- Strategy & Objectives Alignment
- Transaction Positioning & Valuation
- Buyer / Target Identification
- Offer Strategy & Negotiation
- Diligence & Deal Execution
- Closing & Transition
How Engagements Are Structured
Engagement Structure
- Advisory retainers for strategic M&A support
- Success-based compensation aligned with outcomes
- Flexible structures based on transaction complexity
Confidentiality & Discretion
All M&A engagements are conducted confidentially, with controlled information flow and discretion throughout the transaction lifecycle
M&A transactions are complex, high-stakes, and unforgiving. The right advisor doesn’t just close deals — they protect outcomes.