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. This gives us a broader view and skill set, diverse experience, and the ability to apply cross-industry insights to solve complex problems.

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Sierra Pacific Partners concentrates on transactions where proactive, meticulous high performance can be leveraged to maximum benefit by our clients. Where convergence exists, we also work with smaller companies.

Although every transaction is different, our engagements typically involve retainers and a success fee. Where appropriate, other fee schedules, including marketing fees, milestone fees, or hourly fees may be utilized.

The short answer is that until we get to know you and your goals, we won’t know what fee structure makes sense and aligns us to acheive your goals.

Yes, our fee structures are designed to be market and incentivize us to get the best possible outcome for your company.

Discretion and confidentiality are central to the M&A process. Rumors of a pending sale are distracting and can lead to uncertainty among employees, customers, suppliers, landlords, and others.

Sierra Pacific Partners maintains confidentiality in a number of ways:

First, we work closely with our clients on all no-name marketing materials to ensure that recipients cannot put together details to deduce the company’s identity.

Second, we get all potential buyers under NDA before sharing confidential information. More than that, though, we also screen those buyers for suitability, seriousness, and ability to close. After all, an NDA is only a piece of paper and industry rumors can be hard to track to the source.

Third, we use secure data room platforms for diligence that allow us to control access and information flow, as well as log view interactions.

Fourth, we meter diligence information, sharing only particularly sensitive information as late as possible in the process when closing certainty is highest.

Finally, we give our clients practical tips. In practice, most leaks originate with an owner or executive. From use of communications channels to site visits, we can offer guidance to keep the process discrete.

Our M&A investment banking team works on transactions of various sizes where our capabilities can be utilized by our clients.

Our Main Street business brokerage team works on smaller transactions that are often just as complex but require a different process and skillset. Learn more about our business brokerage team here.