Oliver

Oliver successfully completed a merger and acquisition consulting project for a digital design agency. The company's founder sought Oliver's expertise in brokering a deal to sell the company. Oliver managed the entire process, from initiating the investment partnership project to finding the right investor. They guided the client through due diligence and financing, ensuring a seamless transaction. The client primarily worked with Jay, the Acquisitions Manager, and invested $80,000 in the project. The engagement lasted from October 2020 to January 2021.

In another undertaking, Oliver provided acquisition consulting services to Weblux, Inc., a digital marketing firm. Oliver, who was hired by the seller, facilitated communication between the parties and assisted Weblux in evaluating the industry and the deal. They shared best practices, initiated the evaluation of the business, managed the due diligence process, and reviewed the purchase agreement. The client worked solely with Amanda, the Co-Founder of Oliver. The collaboration began in October 2020 and concluded in January 2021 upon completion of the transaction.

Oliver also provided acquisition consulting to a B2B demand generation and marketing agency. The executive of the agency sought to sell the business at a reasonable price. Oliver interviewed the client, marketed the business anonymously to prospective buyers, and facilitated calls between the client and potential buyers. They also offered financial services, ensuring the accuracy of the client's books. The client worked with Nick, Jay, and Tom from Oliver and invested $75,000 in the project. The engagement started in June 2020, the company was bought in December of the same year, and the deal closed in April 2021.