Neri Capital Partners’ advisors engage with business owner(s) of family owned and privately held
businesses who transfer their business to the next generation of ownership. Our firm is market sector
agnostic and we serve our clients as a fiduciary (trusted advisor) for the duration of the relationship.
Our firm’s deep experience has taught that a successful transaction results from a well-developed,
definitive transaction process while maximizing their created value, and minimizing the client risks.
Neri Capital Partners offers its sell-side
advisory clients two sale processes:
At Neri Capital Partners, we guide business owners through both bilateral and structured sale processes, depending on their goals, business profile, and desired outcomes. Our comprehensive sell-side advisory services are designed to manage every phase of the transaction, from initial strategy to final close.
At Neri Capital Partners, we guide business owners through both bilateral and structured sale processes, depending on their goals, business profile, and desired outcomes. Our comprehensive sell-side advisory services are designed to manage every phase of the transaction, from initial strategy to final close.
Once aligned on goals, we agree on a price range and execute a formal engagement agreement between Neri Capital Partners and the client. The seller then completes an in-depth questionnaire to further inform our strategy. With this foundation, we develop key marketing materials, including an Information Memorandum, Teaser Sheet, and Seller’s Presentation.
As we move forward, we launch a targeted marketing program and assemble the deal team, which may include transaction attorneys, trust and tax advisors, and wealth managers. Our team then negotiates a Letter of Intent (LOI) with the buyer, in collaboration with the seller and their legal counsel.
The next phase involves coordinating due diligence between buyer and seller to ensure transparency and alignment. Once all conditions are met, we negotiate the Definitive Purchase Agreement and, ultimately, guide the process through to a successful closing of the transaction.
If seller is interested:
If go:
