Acquisitions

Expert Guidance, Exceptional Outcomes

In the complex landscape of buying a business, TrailWise is your acquisition quarterback, from developing initial strategy through to the closing of a transaction. 

TrailWise offers the unique advantage of a personalized, involved approach throughout the acquisition process and is committed to help you achieve your strategic acquisition goals. With a wealth of experience in both the financial advisory and direct investment, we are skilled at understanding and navigating the challenges and opportunities inherent in acquisitions. We support your growth strategy through a comprehensive range of services designed to align with your specific objectives.

Growth and Acquisition Strategy

We work closely with you to craft a comprehensive growth strategy, identifying key markets and sectors for potential expansion. This strategic roadmap aligns your overarching business objectives with acquisition strategy, ensuring that each acquisition is a step towards achieving your long-term vision.

Target Screening & Identification

Utilizing our network and research capabilities, we identify and approach targets that fit your strategic growth and acquisition strategy.

Preliminary Due Diligence and Pricing

We conduct preliminary due diligence to confirm fit and prepare a detailed pricing analysis to ensure any offer is based on accurate and comprehensive financial analysis, allowing for informed decision-making.

Financing

We lead you through securing the financing needed for your acquisition, exploring various options to find the most efficient solution.

Detailed Due Diligence

We coordinate the due diligence process, examining financial, operational, tax and legal aspects to identify and mitigate risks ahead of the acquisition.

Negotiation and Structuring

We manage negotiations throughout the process to secure terms that are favorable and equitable, combined with a structure that addresses key risks and tax concerns.

Post-Closing & Integration Support

Recognizing the importance of what comes after the deal closes, we assist in finalizing closing adjustments and help kick off your integration process.

Schedule a Consultation

Preserve and grow your legacy. Explore our expertise in acquisition, divestiture and financing strategies.

Fuel growth through smart acquisitions.