Process

Navigating successful
deal-making

Designing the best approach and process for a transaction requires both “art and science.”  Many decisions involve tradeoffs that can make a difference in the outcome, and having the flexibility to pivot can be a huge advantage.  That’s where Balmoral’s experience and expertise makes a difference.

There is no “one size fits all” approach with Balmoral.  Senior advisors work closely with clients to understand their unique needs, then tailor a process that balances key priorities such as value, timing, deal structure, confidentiality, competitive dynamics, legacy and succession, and other considerations.

The result might mean on the one hand running a broad, public auction process focused on a wide variety of potential buyers. It could also mean facilitating very discreet, highly confidential discussions with a targeted group of potential buyers or investors. We have no organizational bias toward one process or another and have significant experience with a full range of different approaches with both of those extremes.