Expert M&A Advisors: Flexible Solutions for Complex Transactions
In today’s dynamic mergers and acquisitions landscape, businesses need experienced advisors who can provide targeted expertise without the rigid structure of traditional full-service engagements. Our boutique M&A advisory firm offers flexible, hourly consulting services that give you access to senior-level expertise precisely when you need them.
Strategic Advisory Services Tailored to Your Transaction
Whether you’re preparing for a sale, evaluating an acquisition opportunity, or navigating complex negotiations, our experienced team provides comprehensive support across all critical aspects of M&A transactions. Our hourly consulting model allows you to leverage our expertise efficiently while maintaining control of your process and budget.
While we still offer clients the option of working with us under the traditional retainer and success fee or commission model, more and more clients are opting for the hourly consulting approach. Here’s why.
Strategic Financial Planning and Analysis
Our seasoned advisors work alongside your executive team to strengthen your financial narrative and strategic positioning. We assist CEOs and CFOs in developing compelling financial presentations that highlight your company’s value drivers and growth potential. Our services include:
- Strategic financial analysis and report preparation
- Custom financial modeling and projections
- Valuation analysis and benchmarking
- Scenario planning and sensitivity analysis
Professional Transaction Management
Successfully navigating an M&A transaction requires meticulous attention to detail and deep market knowledge. Our team provides comprehensive support throughout the entire process:
- Data room preparation and management
- Professional presentation development
- Process mapping and milestone planning
- Timeline management and coordination
Expert Transaction Guidance and Negotiation Support
Leverage our extensive transaction experience to optimize your outcomes. Our advisors provide:
- Market intelligence on current terms and conditions
- Strategic negotiation support
- Term sheet and LOI guidance
- Deal structure optimization
- Purchase agreement consultation
Our Expert Team
Our firm brings together a diverse team of M&A professionals, each contributing specialized expertise to your transaction. Our team includes:
- Investment Bankers with decades of deal experience across various industries
- Financial Analysts who excel at modeling, valuation, and detailed financial analysis
- Project Managers who ensure smooth process execution and milestone achievement
Every team member is carefully selected for their transaction expertise and commitment to client success. This combination of skills ensures you receive comprehensive, professional support throughout your M&A journey.
Cost-Effective Advisory Services
Our innovative hourly consulting model represents a significant departure from traditional M&A advisory fee structures. By eliminating the standard success fee that most investment banks and M&A advisors charge, we can deliver substantial cost savings to our clients while providing the same high-quality expertise and service.
Significant Cost Savings
Traditional M&A advisory fees typically include a substantial success fee ranging from 1% to 5% or more of the transaction value. For mid-market transactions, this can translate to fees between $100,000 and $500,000 or more. Our hourly model eliminates these success fees, potentially saving clients hundreds of thousands of dollars while still maintaining access to top-tier advisory services.
| Fee Component | Retainer & Success Fee | Hourly Approach |
|---|---|---|
| Non-refundable Retainer | $20,000 | $5,000 |
| Success Fee | $300,000 | $0 |
| Professional Hours | 250 | 250 |
| Average Hourly Rate | $0 | $400 |
| Total Advisory Fees | $320,000 | $105,000 |
Flexible Engagement Model
Our hourly consulting approach allows you to access senior-level expertise without committing to a full-service engagement. This approach provides:
- Cost-effective access to expert guidance
- Flexibility to scale services up or down as needed
- Ability to supplement internal resources strategically
- Professional support throughout the transaction lifecycle
Senior-Level Expertise
Every engagement is staffed with experienced M&A professionals who bring:
- Decades of transaction experience
- Deep industry knowledge
- Proven negotiation expertise
- Strategic insight and practical guidance
Client-Centric Approach
We focus on delivering value through:
- Tailored solutions for your specific needs
- Direct access to senior advisors
- Clear, actionable guidance
- Efficient resource utilization
- Avoidance of any conflict of interest that is possible when a success fee is involved
To see if an hourly consulting or success fee engagement is best for you, please read our related article about the pros and cons of each approach.
Partner with Experienced M&A Advisors
In today’s complex M&A environment, having the right advisor can make the difference between a good deal and a great one. Our hourly consulting services provide the flexibility and expertise you need to navigate your transaction successfully while potentially saving hundreds of thousands in traditional success fees.
Contact us today to learn how our experienced M&A advisors can help you achieve your transaction objectives.
About the Author and Jackim Woods & Co
Rich Jackim is an attorney, investment banker, and entrepreneur. For the last 30 years, Rich and his team have been providing boutique investment banking services to small and middle-market companies in over 30 industries.
In addition to running a successful M&A advisory firm, Rich founded a successful training and certification company called the Exit Planning Institute, which he sold to a private family office in 2012.
Rich is also the author of the critically acclaimed book, The $10 Trillion Dollar Opportunity: Designing Successful Exit Strategies for Middle Market Businesses. It became an Amazon best-seller in the business consulting category the year it was published.
If you own a business and are interested in exploring your options, I would welcome an opportunity to speak with you. There is no cost or obligation to you and all discussions are completely confidential.
Feel free to contact me at 224-513-5142 or rjackim@jackimwoods.com.
