Menu

M&A Advisories & Investment Banks

Valtari's research service is a cornerstone of middle market M&A's backoffice. 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 rollercoaster. Valtari's clients lever our On-Demand M&A Analyst service to access the necessary tooling and bandwidth required to outpace competition.

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

Our On-Demand 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






Modeling

  • Accretion dilution analysis
  • LBO/MBO
  • WACC
  • DCF

Sell-Side M&A Deal Marketing

  • Teaser preparation
  • Eblast marketing of deal w/ analytics reporting

Additionally, Valtari's in-house designers and developers can shoulder the following:


Brand Identity

  • Logo designed with multi-purpose configurations and addresses social media (LinkedIn & Twitter) size specifications
  • Style guide — a visual identity overview detailing logo usage, color codes, and custom font style
  • Business card design (printing & shipping included)
  • Email signature design

M&A Marketing & Social Media Management

Valtari’s team creates and manages bespoke marketing campaigns for M&A advisories and investment banks. Our objective is to amplify your brand awareness, keep prospects engaged, and optimize your website’s SEO. On a monthly basis, we support clients with the following:

  • Daily LinkedIn post and Twitter tweet on your firm’s behalf
  • One web-based, interactive M&A activity report per month — branded to your firm’s identity. House it on your website, mail via eblast, and share with social media
  • One press release per quarter — disseminated by +1400 websites — including Yahoo Finance

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 +1 800 705 2592.