Sell-Side Mandates
M&A Advisory
We run sell-side processes that keep moving. Buyer lists come from real transaction data. Management answers are researched before the meeting. Materials go out on a short clock.
Key Highlights
How fast the process moves
Same weeks as a traditional boutique, denser work inside them. AnalystAI tooling maps buyers, reads the data room, and drafts materials; partners review every output before it leaves the room.
Week 1
Market study and first buyer cut (48 hours)
- E-commerce + nearshoring expanding light-industrial demand across SEA
- Sale-leasebacks freeing capital for manufacturers
- Operator-led consolidation; infra/RE hybrids entering the space
Week 2
Data room in; teaser and Q&A out
Company Snapshot Report
Ingesting the data room...
Teaser Draft: v0
Ingesting the data room...
Draft Investment Memo: v0
Memo drafting once documents finish processing...
Q&A with Company
Teaser Update: V0
Week 3
Personalized outreach at scale
Week 4-5
Meetings booked; tracker live
Week 6-8
LOI and term sheet decisioning
TERM SHEET EVALUATION MATRIX
| Criteria | Strategic Consortium | Hands-on PE | Minority Growth Fund |
|---|---|---|---|
| Ownership | Majority w/ rollover | Majority buyout | 35% minority |
| Governance | Strategic board + operating council | Two-board seats, weekly ops | Observer rights |
| Capital Support | $150M capex + supply chain access | $120M add-on reserve | $80M co-invest for tuck-ins |
| Integration Approach | Leverage global industrial platform | Joint value-creation office | Light-touch, preserve management |
| Key Considerations | Favor strategic synergies; longer exclusivity | Faster close, higher leverage | Less dilution, needs minority protections |
LOI PLAYBOOK
Finalize IOI shortlist with weighted fit/price scoring and management feedback.
Coordinate management sessions, diligence Q&A, and reference calls by bidder tier.
Model alternative deal structures (majority, minority, carve-out, earnout) with scenario analytics.
Draft LOI schedules, exclusivity terms, and process calendar for preferred partners.
Deliverables
Investor-grade Teaser
1-2 pages: headline metrics, what you sell, and the ask. Drafted in 24 hours.
CIM
20-40 pages: company, market, financials, growth, management. First week, with citations.
Curated Buyer Universe
250+ firms ranked by fit, sector, check size, geography, and recent deals. Refreshed weekly.
Management Presentation Deck
Buyer-specific modules, scenarios, and Q&A prep for each meeting.
Live Diligence Tracker
Every investor question, owner, status, and source in one place.
Weekly Pipeline Dashboard
Outreach progress, meetings, IOIs, and where the process is stuck.