Transaction Management, Advice and Peace of Mind

Proactive Acquisition Strategy

Power your expansion and diversification strategies with our proactive buy-side M&A advisory. We specialize in helping you identify and acquire companies that align with your growth objectives, uncovering strategic advantages and highlighting your risks.

Strategic Exit Planning

Maximize your strategic objectives and exit with our expert sell-side M&A advisory. We provide comprehensive support from market positioning to deal closure, ensuring your business maximizes buying audience and attracts the best possible offers.

Our M&A Services Specifics

Strategic M&A Advisory

Providing customized analysis & guidance on both buy-side and sell-side transactions. We provide advisory and team-based support for your transaction, to optimize financial and operational outcomes across diverse industries.

Deal Sourcing

We actively market your proposed transaction, identifying and securing potential acquisition targets or merger partners that are vetted to complement your company or maximize your exit value.

Sell-Side Representation

Enhancing seller outcomes through preparing marketing material, marketing your company, highlighting valuation, supporting your negotiations, structuring your deal, supporting due diligence, and closing the deal.

Buy Side Due Diligence & Valuation

Conducting rigorous and comprehensive due diligence and providing precise valuations to ensure fair deal pricing, effectively mitigating risks and informing strategic decision-making during complex transactions.

Integration & Divestiture Planning

Facilitating effective post-merger integrations and strategic divestitures, ensuring smooth transitions, maintaining operational continuity, and achieving anticipated synergies to enhance business performance and market competitiveness.

Exit Strategy & Succession Planning

Helping structure you future exit to set critical objectives, preserve company value, implement tax efficient strategies, support seamless transitions to new management, and ultimately maximize the cash in your pocket.

Our Comprehensive M&A Advisory Process


Strategy & Goal Alignment

Begin with aligning M&A activities with your strategic goals, whether you're looking to grow through acquisition (buy-side) or realize value through a sale (sell-side).


Opportunity Identification

Identify potential targets for acquisition or merger partners on the buy-side, and on the sell-side, identify potential buyers to ensure the best strategic fit and value realization.


Due Diligence & Valuation

Conduct thorough due diligence for buy-side to assess risks and validate value, and for sell-side to prepare and present accurate, compelling material to support valuation.


Deal Structuring & Negotiation

Structure deals to align with objectives, negotiating terms that maximize value and meet client goals on both the buy-side and sell-side.


Agreement Finalization & Post-Deal Integration

Finalize deal agreements ensuring legal and regulatory compliance and secure terms beneficial to all parties, followed by facilitating post-deal integration to realize synergies and ensure smooth transitions.

Master Your Next Business Move with Expert M&A Advisory

Maximize deal value and seamlessly navigate the complexities of M&A with 3 WEST Advisory.
Engage us for comprehensive mergers and acquisitions advisory services tailored to your goals.

Discuss a Proposal

Frequently Asked Questions

  • M&A advisory provides strategic guidance, expert analysis, and comprehensive support throughout the merger or acquisition process. Our advisory services can significantly enhance deal outcomes by identifying optimal targets, conducting thorough due diligence, navigating complex negotiations, and facilitating smooth integration. By leveraging our expertise, businesses can avoid common pitfalls, capitalize on synergies, ensure compliance with regulatory standards, and ultimately, secure more favorable deal terms that align with their strategic objectives.

  • Our comprehensive due diligence process evaluates a wide range of critical factors to ensure a thorough understanding of the target company's value proposition. These factors include financial health, operational efficiency, legal and compliance risks, market positioning, competitive landscape, technological capabilities, cultural fit, and potential synergies. This in-depth analysis helps mitigate risks, informs valuation, and ensures informed decision-making, positioning your transaction for success.

  • Post-merger integration is critical to realizing the anticipated benefits of a merger or acquisition. Our approach focuses on strategic planning, clear communication, cultural alignment, and operational integration. We prioritize quick wins to build momentum and address more significant integration challenges through detailed planning, governance structures, and project management. By aligning integration efforts with strategic objectives, we ensure seamless transitions, minimize disruptions, and drive value creation post-transaction.

  • Absolutely. Our team has extensive experience in facilitating cross-border mergers and acquisitions, offering a global perspective combined with local expertise. We navigate the complexities of international transactions, including regulatory compliance, currency considerations, cultural nuances, and geopolitical factors. With our strategic advice and comprehensive support, we help clients successfully expand their footprint and achieve their international growth objectives through strategic M&A activities.

  • Protecting the confidentiality and security of information is paramount throughout the M&A process. We implement strict confidentiality agreements, secure data rooms, and rigorous protocols to safeguard sensitive data. Our team conducts all communications and document exchanges through secure channels, ensuring that information is shared only with authorized parties. By maintaining the highest standards of confidentiality and security, we protect the interests of all stakeholders involved in the transaction.

  • Understanding current trends is crucial to navigating M&A transactions successfully. Our team continuously analyzes market dynamics, regulatory changes, technological advancements, and competitive landscapes specific to your industry. Recent trends include increased focus on digital transformation, sustainability practices, cross-border transactions due to globalization, and strategic consolidations to enhance competitive advantage. We leverage these insights to position your transaction strategically, ensuring alignment with industry movements and maximizing transaction value.

  • Company valuation is a critical component of M&A transactions, involving multiple methodologies to ensure accuracy. We employ a combination of approaches, including discounted cash flow (DCF) analysis, comparable company analysis, and precedent transactions. These methods consider the company's financial performance, industry benchmarks, future growth prospects, and market conditions. Our goal is to provide a comprehensive and fair valuation that reflects the true worth of the business and supports effective negotiation and decision-making.

  • Yes, our M&A advisory services extend to assisting clients with raising capital to finance acquisitions. We provide guidance on various financing options, including debt financing, equity financing, and alternative funding sources. Our extensive network of financial institutions, private equity firms, and venture capitalists enables us to identify suitable financing partners. Additionally, we help prepare compelling investment cases and negotiate terms to secure capital under the most favorable conditions, aligning with your strategic financial objectives.

  • Successful post-acquisition integration is pivotal for realizing the expected benefits of M&A transactions. We recommend a structured integration plan that focuses on strategic alignment, cultural integration, operational efficiency, and technology consolidation. Key strategies include establishing clear leadership and governance, communicating transparently with all stakeholders, aligning organizational cultures, and swiftly integrating systems and processes. We provide hands-on support throughout the integration phase to address challenges, ensure smooth transitions, and achieve strategic objectives swiftly.

  • Regulatory environments significantly impact M&A transactions, influencing deal structures, timelines, and success rates. Our advisory services include comprehensive regulatory analysis and compliance support, ensuring transactions meet all legal and regulatory requirements. We navigate complex regulatory landscapes, including antitrust laws, securities regulations, and cross-border regulatory considerations. By staying ahead of regulatory changes and proactively addressing compliance, we mitigate risks and facilitate smooth transaction completions.