Our Process
Two paths, one disciplined method.
Whether you are acquiring in Florida or preparing to sell, each mandate follows a clear, staged path, from the first study through to integration.
- 01
Market & Target Study
A focused study of the Florida market and a research-based shortlist of companies matching your thesis, drawn from public sources and databases.
- 02
Qualification & Prioritization
In-depth analysis of the shortlisted companies: detailed profiles, financial review, and prioritization against your criteria. Where a direct approach to owners is required, it is made by you, your counsel, or a licensed Florida broker.
- 03
Valuation & Deal Structuring
Valuation, deal structuring and negotiation strategy, tailored to each opportunity.
- 04
Due Diligence
Coordination of due diligence and of the professionals involved: counsel, accountants and, where required, a licensed Florida broker.
- 05
Post-Acquisition Integration
The first months of ownership: the 100-day plan, operations and staff handover, supplier and customer continuity, systems and reporting.