M&A Advisory
NorthBridge advises business owners and investors through the acquisition and sale of privately held companies — representing owners pursuing an exit and investors seeking acquisition opportunities. From preparation through closing, we manage the process with a focus on alignment, discretion, and execution.
Sell-Side Advisory
We represent business owners and shareholders pursuing a sale, recapitalization, or strategic transaction — managing the process from preparation through closing while protecting confidentiality throughout.
Preparation & Positioning
Getting the business and its story ready for a process, before it ever reaches a buyer.
Valuation analysis and confidential marketing materials built around the strength of the business.
The story of the business, packaged for the buyers who are actually the right fit.
Outreach & Negotiation
Strategic buyers and private equity firms identified and approached as a competitive process, not a single conversation.
Running multiple conversations at once, so the owner is negotiating from a position of options.
Terms negotiated on the owner’s behalf, from indication through final agreement.
Execution & Closing
Managing the diligence process so the owner can keep running the business.
Keeping the process moving through the points where deals typically stall.
Managed through signing and funding, with the owner’s interests represented at every step.
Common Situations
Both Sides Of The Deal
Buy-Side Advisory
We work with private equity firms, family offices, strategic acquirers, and other investors pursuing targeted acquisitions — developing and executing searches around defined investment criteria.
Strategy & Criteria
Investment criteria development built around what the buyer actually wants to own.
Sizing up the landscape of potential targets within the defined criteria.
Building the list of businesses that actually fit the thesis, not a generic database pull.
Origination & Screening
Direct outreach to owners outside the auction process, before a deal is broadly shopped.
Initiating the conversation with an owner who may not be actively looking to sell.
Initial transaction analysis to prioritize the conversations worth having.
Execution
Managing the moving pieces of a transaction from first call to closing.
Structuring and negotiating terms on the acquirer’s behalf.
Coordinating diligence and transaction execution through to close.
Who This Serves
Deal Origination
NorthBridge originates acquisition opportunities around defined investment criteria. We identify businesses that fit the mandate, engage owners directly, qualify interest, and develop opportunities before bringing the right conversations to our clients. Our process is built around the buyer’s thesis — sector, geography, revenue, EBITDA, transaction size, and ownership profile — rather than simply forwarding whatever happens to be on the market.
Establish investment criteria, transaction parameters, target profile, sector focus, geography, size, and acquisition thesis.
Build a targeted universe of businesses aligned with the mandate, including companies outside traditional marketed processes.
Conduct direct owner outreach and develop conversations with potential acquisition targets.
Evaluate strategic fit, ownership objectives, transaction readiness, and initial economics before advancing the opportunity.
Facilitate the right conversations and support the process through analysis, negotiation, diligence, financing where applicable, and closing.
Institutional sourcing — built around an acquisition thesis, not a database of listings.
Capital Meets M&A
A buyer working with NorthBridge on an acquisition may also need acquisition financing. Our Capital Advisory practice can structure, arrange, and place that debt — one firm, from origination through execution.
Buy-side origination and target identification around defined investment criteria.
Acquisition debt arranged through NorthBridge’s Capital Advisory practice, across banks, private credit, and specialty lenders.
Diligence, negotiation, and closing managed through to funding.
Confidential, no obligation. Tell us about the mandate and we'll follow up personally.
Confidential · No obligation