M&A Advisory

M&A Advisory — Stone Canyon Advisors

The Process That Gets You to a Premium Exit

Stone Canyon's M&A Advisory engagement is a full sell-side process — built to generate competitive tension, attract the right buyers, and close at the highest possible multiple.

We manage every stage of the transaction so you can stay focused on running your business while we run your deal.

Book a Strategy Call

The Engagement

How the Process Works

01

Step 1

Market Research + Strategic Buyer Landscape

Our comprehensive market research analyzes industry dynamics, competitive landscape, and consolidation trends to identify and prioritize strategic buyers. We evaluate potential acquirers' motivations, financial capacity, and acquisition criteria while conducting valuation benchmarking through comparable transactions, ensuring optimal positioning and targeting for your M&A process.

02

Step 2

Buyer Positioning + Outreach; Teaser/CIM Drafting

At Stone Canyon Advisors, positioning is engineered. We translate diagnostic insights into buyer-ready data and narratives that spotlight enterprise value, then craft teasers and CIMs that speak the buyer's language while preserving your founder's story. This process frames your growth opportunities, aligns leadership around key priorities, and sets the stage for credible, competitive outreach that draws in top-tier strategic buyers.

03

Step 3

Final Packaging + Exit Prep

Analyze current operations, identify opportunities, and benchmark against industry standards to lay the groundwork for growth. Deliver a comprehensive growth and opportunity plan to guide future phases.

What We Deliver

  • Full sell-side M&A process management
  • Buyer identification, targeting, and outreach
  • Confidential Information Memorandum (CIM) preparation
  • IOI and LOI negotiation and advisory
  • Buy-side diligence management and response
  • Deal structure analysis and optimization
  • Close coordination through to final settlement

Who It's For

  • Founders ready to pursue a full or partial exit
  • Businesses with $5M–$50M+ in annual revenue
  • Owner-operators receiving inbound acquisition interest
  • Leadership teams seeking a growth recapitalization
  • Businesses that have completed Foundations preparation

Ready to run a real process?

Book a strategy call and we'll walk you through whether you're ready to go to market — and what a Stone Canyon-led process would look like for your business.

Book a Strategy Call