Expert M&A Due Diligence & Advisory

Mergers and acquisitions are critical junctures that define the future of your business. At MBA, we partner with private equity firms, strategic buyers, and founders to help assess, prepare, and navigate through the complexities of both buy-side and sell-side transactions. Our experienced team understands the dynamics on both sides of the deal and focuses on delivering real, actionable insights that inform and drive successful outcomes.

Buy-Side Advisory

Engaging early is key to vetting an investment and shaping its success. We partner with you to validate the investment thesis and design a due diligence program that covers commercial, technical, and operational workstreams. Our aim is not just to confirm what is, but to uncover opportunities and challenges that impact post-acquisition integration and value creation.

We typically work with:

• Private Equity Firms: Supporting end-to-end diligence, from initial assessment through detailed evaluation of technology assets, scalability, and risks.

• Strategic Acquirers: Helping internal M&A teams validate assumptions, design integration plans, and ensure strategic fit.

Our services span:
Our team has a great deal of experience working for and working within Private Equity.  Although external, we engage as if we were operating partners on the deal term to help with:

• Investment Thesis Validation: Engaging early to evolve and validate your hypothesis.

• Technology & Product Due Diligence: Assessing the scalability, security, and competitive positioning of technology assets.

• Operational Integration Planning: Identifying key areas of focus for a successful post-acquisition integration and value realization.

Sell-Side Advisory

Having been on the sell-side ourselves, we understand the intricacies involved in preparing a business for sale. Our team helps founders and business owners think through their exit strategy well in advance of a transaction, ensuring the business is prepared for due diligence, and optimizing value. Whether you're considering an exit soon or planning several years ahead, we offer:
 

• Pre-Sale Planning: Working with owners 18-24 months in advance to maximize value and create a compelling story for potential buyers.

• Diligence Readiness: Ensuring all business functions are prepared for a buyer’s diligence process, from financials to technology systems.

• Collaboration with Advisors: Partnering seamlessly with investment bankers, legal teams, and accountants to ensure a cohesive approach.

Our Unique Value

At MBA, we bring a practical perspective shaped by our real-world experience in buying, selling, and building technology companies. Our M&A advisory service is tailored to ensure a successful deal, one that delivers on the promise of value for both sides.

We provide:

• Integrated Insights: Combining commercial, operational, and technical perspectives to provide a complete view of opportunities and risks.

• Experienced Practitioners: Our team has direct experience in M&A—from founding, scaling, and selling companies to acquiring and integrating businesses.

• Early Engagement Focus: The earlier we engage, the more value we can add. We pride ourselves on being hands-on from the start, working alongside you to evolve the investment thesis and inform strategic decisions.

Ready to make your next M&A transaction a success?