M&A Advisories & Investment Banks

Valtari's research service is a cornerstone of middle market M&A's back office. Our team is a catalyst to deal professionals' efforts in gaining industry intelligence, originating deals, and paving a successful path when going to market.

The deal cycle ebbs and flows, however, we make it easy to avoid this roller coaster. Valtari's clients lever our Full-Time M&A Analyst service to access the necessary tooling and bandwidth required to outpace the competition.

By levering our offerings, we enable M&A professionals to streamline back office operations — while remaining a cost-efficient solution to any in-house alternative.

Our Full-Time M&A Analyst service affords unfettered access to a Valtari M&A analyst.

Clients are permitted unlimited research requests each month. Items included:

• Prospective buyer lists
For sell-side projects, Valtari furnishes prospective buyer identification lists with three-tiers: 1) strategic acquirers operating in a similar industry; 2) strategics operating in complementary industry segments or along the supply chain; and 3) private equity groups/ investors that hold similar portfolio companies.

• Buy-side target lists
Valtari identifies synergistic growth and financial targets — we begin with a deep dive industry analysis and subsequently examine your criteria to find the critical mass of potential add-on or platform companies.

• Comparables analysis
Valtari researches precedent private M&A transactions, and maintains public company comparable tables that are segmented into peer groups.

• Industry research
Are you about to present a pitch to a prospective client on an unfamiliar industry? Or, simply inquisitive how a given market's forces impact your investment opportunity?

Valtari's analysts furnish in-depth industry overviews covering forecasted growth outlook, value drivers/ inhibitors, competitive landscape analysis, supply-chain breakdown, operating conditions assessment, key stats & ratios, etc.

We offer the following on a per project basis:

CIMs and Pitch Book Development

Securely encrypted web-based, interactive confidential information memoranda (CIMs) and pitch books
Presentation features and functionality are delineated in our published news article
A hard copy PDF of the presentation is also developed for offline viewing

Modeling

Accretion dilution analysis
LBO/MBO
WACC
DCF

Sell-Side M&A Deal Marketing

Teaser preparation
Eblast marketing of deal w/ analytics reporting

Do you have any questions?
Please feel free to check out our Questions & Answers section.
If you don't see your question, email Valtari at info@valtari.com, or reach us by phone at (+1) 646 405 4876.