Merger and Acquisition Services

We are dedicated to providing M&A advisory services to Buyers and Sellers, typically in the mid-market, Information Technology (IT) sectors.

Sale Mandates

We represent Clients who wish to sell information technology businesses and we have established a strong reputation for successfully selling privately owned companies run by a single owner or a team of shareholders. We function as a trusted advisor to our clients throughout the sale process until the transaction is completed, including through the Earnout period, if that is part of the transaction structure.

A primary objective for us is to create competition amongst potential Buyers for the shareholders and to offer our clients choice in terms of potential Buyers and offers. Our effective research capability together with our knowledge, contacts and our international reach ensures we identify and contact as many domestic and international potential Buyers as possible. It is important to us that we thoroughly understand the business strategy, objectives and requirements of our "Sale Mandates" prior to starting the project. The Sale process is kept confidential so as to protect the company and its market position and the release of information to potential buyers is controlled carefully ensuring first communications provide minimal information and then additional information is released only after further qualification and under a non-disclosure agreement. We work as a team with our clients to keep their time, especially in the earlier stages, to a minimum so that management can stay focused on sustaining good operating results throughout the process, yielding the shareholders the benefits of a higher valuation with the ultimate sale. To understand more about our process, please click on The Sale Process.

Our results are impressive as our client Testimonials such as Michael Jackson, Bradley King, Elisabeth Demarse, Fraser Fisher, Daren Forsyth,Sean Stephenson and many others describe.

Buy Mandates

We represent Clients who wish to acquire information technology businesses in the UK, Europe, USA or Canada and we predominantly act for public companies and the more aggressive and ambitious private companies. These are the companies which have concluded that acquiring appropriate businesses can be an efficient route to growth and a faster, less risky and less expensive method than conventional, organic growth strategies. We function as a trusted advisor to our clients throughout the buy process until the transaction is completed. In a number of cases Westchester is the de facto M&A department for our clients assisting them in making multiple acquisitions over time.

We utilize our strong research capability together with our knowledge, contacts and our US office to identify and contact as many appropriate domestic and international acquisition targets as possible. Our “Buy Mandate” clients are assisted in helping them identify, evaluate and purchase medium size and small companies typically in the £3-40 million value range. Advice and guidance is provided in terms of optimum acquisition targets, negotiation and business strategy, the due diligence process and also in post-acquisition integration planning. To learn more of our approach, please click on the The Buy Process.

We are experienced in the subtleties of the acquisition process from finding and approaching prospective sellers through final implementation of the deal. Our results are impressive as our client Testimonials such as Bradley King, Alastair Waite, Chris Haden, Justin Wheatley, Neil Lloyd, Dan Bernstein and many others demonstrate.