Whenever you begin your search to merge and/or acquire a company, you turn to the task of creating a long list of firms that conceptually fit your desired criteria.
Tell us about your needs (2-4 minutes start to finish).
This section is designed for you to provide us with the location(s) you are interested in finding firms for your M&A initiative. Please note that multiple geographies will slightly increase scope/fee amount. Large states (Texas, New York, etc.) could be considered multiple geographies depending on request.
We want to know about the size and type of firm(s) you are looking for in your M&A initiative. Please note that multiple selections in size can affect the overall scope/fee depending on how big of a difference in sizes you select. Example: Having us generate a list of 1-15 employee firms VS 50-75 employees requires two(2) separate lists to be created. However, if you are considering multiple "sizes and/or types" that is ok with us!
When looking for M&A prospects it is very important to ensure the types of Clients and Projects the target firms work with are consistent with your objectives. Feel free to be as specific as listing the "actual" clients you are interested in.
Please tell us more about the ideal "markets & services" you are looking for in a firm. Market Example: Transportation, Health care, etc. Service Example: GIS, PD&E studies, environmental remediation, etc. Feel free to type in as many markets and services as you'd like, however we want to know which is your primary, secondary and tertiary choices to ensure the accuracy of the list!
We want to learn more about the objective(s) associated with this initiative! The better we understand what you are trying to accomplish, the more accurate and valuable the list we can create for you. The Additional instruction/comments area is for you to cover any specific details you want us to be aware of when creating the list.
We need basic information to follow up on scope, pricing and timeline.
Dear John Smith (KTGY Group, Inc.),
Thank you for taking a few minutes to design your custom criteria. An AECIQ representative will be in touch with you within the next 48 hours to discuss your request, confirm scope and finalize pricing. We look forward to speaking with you!
Upon receiving your collection of targets, you can continue investigating a short list of specific firms in our "Analyze" platform of AECIQ. The “Analyze” section allows you to get very detailed information on specific firms of interest. Or just skip right to the outreach and courting process!
If you forgot to add something, you can make a note in the last part of this form.