Client-First, Solutions Oriented Approach to M&A Advisory

We spend the time to thoroughly understand our clients and their businesses, represent them with integrity, and work relentlessly to achieve the best outcome while enabling them to focus on running their business.

Unmatched Client Service Customized To Each Deal

We combine real-world operating experience with an entrepreneurial spirit to advise clients that are considering a variety of strategic alternatives. From pre-sale consulting and sellside representation to gaining liquidity and strategic acquisitions, Boxwood prides itself on providing a broad suite of M&A services to fit each client’s desired outcome. Every client is unique and our senior professionals can tailor and curate a process or engagement to fit all of your needs. Our goal is to deliver an exceptional customer experience and get you the results you deserve.

Sellside Advisory

Achieve your desired outcome with a custom-tailored sales process designed to attract potential buyers and maximize your valuation.

Strategic Advisory

Leverage our expertise to grow your company and tap into over 50 years of business and financial experience.

Pre-Sale Consulting

Leverage Boxwood’s extensive operating experience to prepare for a transaction.

Buyside Advisory

Seamlessly execute a strategic acquisition by utilizing our deep transaction, industry and valuation expertise.

The Role of Boxwood

We spend the time to thoroughly understand our clients and their businesses, represent them with integrity, and work relentlessly to achieve the best outcome while enabling them to focus on running their business.

Deep Resources &
Data-Driven Approach

Exceptional
Process Control

Protecting
Management’s Time

Structured Sell-side Process

Boxwood’s extensive experience in the middle market has refined our approach to a sell-side process. We believe our process expertise is a key point of differentiation among middle-market investment banks. We will cater each process to fit the needs of our clients to drive the desired outcome.

Preparation

• Begin preparation of marketing materials
(i.e. CIM, financial model, data pack) and
data room to be flexible if potential
buyers want to move quickly
• Boxwood to help manage third-party
workstreams (QofE, market study, etc.)
• Collaborate in developing a list of
potential buyers for groups that will
be aggressive on value and will be
good partners
Marketing

• Conduct pre-marketing with select
buyers to assess interest
• Share “blinded” summary business
overview materials which includes the
financial forecast and data pack so
buyers can quickly provide informed
valuation feedback
• Option to “run-ahead” if desirable offer
materializes, if not, initiate broader
market outreach
• Heavy involvement from the entire team
Diligence

• Request IOIs
• Evaluate IOIs and determine
group of buyers to invite to
Management Presentations
• Maintaining momentum through
diligence is key to driving a
competitive process
Closing & Documentation

• Negotiate best terms for all Stakeholders
• Maintain leverage and optionality
until close
• Oversee an efficient closing process
from the “heavy lift” done at the outset
of the process