Mergers & Acquisitions Advisory

E.L.K. provides strategic counsel to entrepreneurs and family business owners who are seeking to maximize value for their shareholder base, transition management and ownership to take the business to the next level, or partner with long term strategic capital providers to accelerate growth. E.L.K. Principals are highly trained to advise clients on valuation, transaction structure, market positioning and most effective transaction process. We recognize that all processes are different, and we bring over 25 years each in managing transactions throughout all phases, ultimately to a successful outcome. E.L.K. is equipped to pivot from a financial-buyer target strategy to focus on strategic buyers, move from control transaction discussions to minority and structured financing directions, and vice versa. We believe that it takes many years and dozens of complex transactions to effectively advise clients and avoid pitfalls. 

E.L.K. often reviews multiple strategic alternatives, assesses valuation implications, and recommends an optimal execution strategy. Our Principals perform extensive due diligence, mold the story and transaction merits, draft marketing materials, lay out a unique timeline and process, and identify and personally contact a suitable list of potential acquirers/investors through our deep buyer/investor set including private equity relationships and our broad network that drives targeted strategic buyer/investor prospects. We manage buyer due diligence, negotiate transaction terms, and work closely with attorneys and accountants to maximize transaction success.

E.L.K. M&A engagements include:

  • Control sell-side transactions
  • Selected targeted buy-side advisory roles
  • Mergers and joint ventures
  • Leveraged recapitalizations
  • Sale of asset pools often accompanied by forward flow commitments
  • Secondary sales of LP interests
  • Real estate sales and recapitalizations