M&A / Sell-Side Support
When the process starts, we sit on your side of the data room — diligence responses, the working-capital peg, fresh monthly closes, and a deal team that's actually coordinated.
Why the finance workstream decides the deal
Selling a company is a second full-time job dropped on a management team that already has one. Diligence request lists run to hundreds of items, and every late or inconsistent answer costs credibility — and credibility is priced. Most sellers have a banker and a lawyer. What they're missing is the finance engine that feeds both.
Deals die from stale numbers. A process that runs 6–9 months needs closes that keep landing on time all the way through, because the buyer re-underwrites every month that passes. A missed month or a restated quarter mid-process is how retrades happen.
And the working-capital peg is where unprepared sellers silently lose six figures. The peg is negotiated off your own historical balance sheets — the quality of your books directly sets it. We've seen both sides of that math. Everything we do monthly — the close, the bridge, the data quality — compounds into deal readiness. The sale process is where the compounding pays out.
What's included
- Data-room build and management — structured, indexed, versioned
- Diligence request-list ownership — responses drafted, tracked, and consistent
- Monthly closes maintained on schedule throughout the process
- Working-capital peg analysis and negotiation support
- Proof-of-cash and revenue tie-outs before the buyer asks
- EBITDA bridge maintained and defended as new months land
- Coordination with your banker, attorney, and tax advisor
- Buy-side diligence support for searchers and operators acquiring (secondary)
How Kaizen runs it
We're the finance workstream of your deal team. The banker runs the process, the lawyer runs the documents, and we make sure every number that leaves the building is right, consistent, and on time. If you don't have a banker yet, we can introduce you to our network when the business is genuinely ready to go to market.
One honest note on timing: these engagements usually begin before the LOI — ideally as a follow-on to QoE preparation, when the books have already been through diligence-grade cleanup and the process starts from strength rather than triage.
Pricing
Frequently asked questions
Are you a broker or investment banker?
No. We're the finance team that makes the deal survivable — we work alongside your banker, not in place of one, and we can introduce a banker from our network when you're ready to go to market.
When should we bring you in?
Before the LOI if possible. The best configuration is QoE prep first, then sell-side support through the process — but we've joined mid-diligence to stabilize deals too.
What does diligence actually ask for?
TTM financials tied to bank statements, revenue by customer, margin detail, payroll and tax compliance, contracts, add-back evidence, working-capital history — hundreds of items. We've seen the lists, and we pre-build the answers.
Do you work the buy side?
Yes, secondarily — diligence support and post-close finance integration for searchers and operators making acquisitions.
Related services
Taking calls from buyers?
A 30-minute conversation about where the process stands and where the finance workstream is exposed — before the request list arrives.
Or call us directly: +1 786 789 0969