M&A as a Service

Berenson’s M&A as a Service provides sponsors and their portfolio companies with deal sourcing, pipeline management and transaction execution capabilities.

Solutions for Sponsors and Portfolio Companies

Sponsors

Leverage a high-quality, experienced team to drive day-to-day execution of portfolio companies’ add-on M&A
Allows investment teams to focus their efforts on sourcing new platforms and adding value to portfolio companies

Portfolio Companies

Work with a trusted partner on deal execution and communication with key stakeholders
Allows management teams to remain focused on their core business and extend their M&A execution bandwidth

Capabilities and Responsibilities

Deal Sourcing

Utilize Berenson’s deal sourcing capabilities to supplement a portfolio company’s and its stakeholders’ efforts, both when engaging with middle market intermediaries and conducting direct outreach to M&A targets

Pipeline Management

Implement, maintain and coordinate a “Deal CRM” for a portfolio company
Lead regular pipeline calls with management and/or sponsors with M&A dashboards

Financial Modeling

Perform various analyses to assess the financial merits of a potential transaction from an operational, capital structure and valuation perspective

Valuation & Structuring

Assist in determining and negotiating valuation and structure
Work with corporate finance teams and sponsor capital markets teams to evaluate and optimize capital structure

Deal “Quarterbacking”

Manage logistics of M&A processes including negotiation, due diligence and documentation
Manage communications with targets and sell-side advisors
Schedule, monitor and track management meetings and information flow for both internal and third-party diligence streams (accounting, tax, legal, technology, expert calls)

Stakeholder Communication

Work closely with management team to craft investment memoranda / Board presentations
Help coordinate information flow between core deal team and other key functional groups within portfolio company

Track Record

Berenson Advises Leading Financial Sponsors:

Insight partners logo.

TA Associates logo.

Francisco Partners logo

GTCR logo.

CC Capital logo.

GHP logo.

Sumeru logo.

Blackstone logo.

Gemspring Capital logo.

Broad Sky logo.

Select Recent Transactions

Acquisition

PDI acquired Nuspire. The controlling shareholders associated with the transaction were Insight Partners, TA Associates, Genstar Capital and Luminate.