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M&A Concierge Services


300+
Engagement
Structures Created


$425 million 
in Negotiated Investment
Banking Fees


$20+ billion
Aggregate Implied Enterprise Value of Transactions

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Why Clients come to THIRD HAT for
M&A Concierge services

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A successful M&A process means navigating competition priorities, maintaining speed, avoiding business interruption, and coordinating work streams between advisors.  

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Our involvement in an M&A process provides our client:

  • “Big Picture” result-oriented focus

  • Competitive process for Investment Banking Advisor

  • Extensive Negotiation Experience

  • Reducing disruption to client owner’s ability to operate their business

  • Coordination of timelines 

  • “Jargon-Free” filtering of communication 

  • Filtering material issues from noise

  • Multiple fee structures, including incentive-aligned “Shared Success” models where our fees are determined based on  results

When should we talk about your M&A process?​

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Meeting as early as possible is essential to the process, even if a transaction is 1, 2 or even 5 years in the future. We talk through plans with our clients, no commitments required. 

M&A Advisory fees


We have two pricing structures for M&A Advisory services. 


Our clients choose the structure that meets their needs.

HOURLY

Best for clients who need help with a few discrete tasks

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shared success

Fees are a combination of heavily discounted hourly rates coupled with a success payment based on deal value.

MA Fees
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