"What makes a great M&A advisor? We let our clients do the talking. Here's how one of our recent clients described their experience, breaking down our four-step approach to successful deals."
1. Smart Market Targeting
"If we can start this phase by providing you clear parameters of what we want to target and why, you will move on this very fast and can provide us with a high-quality list of targets." - Client Feedback
What This Means:
No time wasted on misaligned opportunities
Quick turnaround on target identification
Focused on your specific acquisition criteria
Quality over quantity in target selection
2. Data-Driven Shortlisting
"You're able to work with us to refine and shorten this list to six or so targets. You can then provide us with more detailed analytics of what these businesses are doing." - Client Feedback
Our Approach:
Rigorous analysis to identify best-fit targets
Deep-dive analytics on each shortlisted company
Clear rationale for each recommendation
Strategic fit assessment
3. Strategic Engagement
"Once we approve the shortlist, you will provide different strategies for approaches to these businesses and set up meetings for me." - Client Feedback
We Handle:
Crafting compelling approach strategies
Meeting coordination and scheduling
Presentation preparation
Initial engagement management
4. Deal Execution Support
"Once we have agreement between parties, you will support us to execute a heads of agreement and deliver due diligence on the business." - Client Feedback
Full Support Through:
Heads of Agreement negotiation
Comprehensive due diligence
Risk assessment
Deal completion
About Zenify Investments
Zenify Investments is a boutique M&A advisory firm specialising in Australian SMEs. We bring big-firm expertise without the premium price tag, providing hands-on director-level support throughout every engagement.
Ready to explore your M&A opportunities? Contact us for a confidential discussion.
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