Our advisory work is centered around auction-process sell-side M&A, Sierra Pacific Partner’s cornerstone practice.

An M&A auction process is a confidential competitive-bidding sales process where a seller, through its investment banker, invites multiple potential buyers to submit bids to acquire a company or its assets, aiming to maximize the sale price and terms through a structured and often confidential competition.

Our auction sell-side M&A services include market studies and valuation analysis, positioning the company and preparing marketing materials, building a buyer list and running the auction process by generating interest among those buyers and setting parameters for interested parties, evaluating bids, assisting with diligence and data room preparation, evaluating bids, assistance with negotiations and overcoming hurdles, and closing the transaction.

If appropriate, we also render fairness opinions for transactions.

Not all sell-side M&A transactions involve running a full bid process. Sometimes, clients need assistance in pursuing a transaction with a predetermined acquiror. In those instances, Sierra Pacific Partners services can include market studies and valuation analysis, assisting with diligence and data room preparation, evaluating LOIs, assistance with negotiations and overcoming hurdles, and closing the transaction. If appropriate, we also render fairness opinions for transactions.

Considering strategic alternatives - whether a minority investment, a majority recap, a full sale, or another option - is a significant event in the life of the company, and perhaps even more so in the life of its founder(s). We’re here to help navigate the process.

Sierra Pacific Partners serves as an objective advisor to companies assessing their capital needs. Through our proprietary network of Finra-licensed capital raisers, we assist in selecting and managing equity and debt underwriter, negotiating terms, and execution, we assist across capital structure issues.

We advise boards, special committees, and render fairness opinions for transactions.

Sierra Pacific Partners has focuses on technology (including AI + data science, SaaS, and software), healthcare and life sciences, and transportation and logistics, but also represents clients across diverse industries, from consumer and retail to manufacturing.