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01 M&A & Exits · Bevsan Consulting

M&A and capital advisory for owner-led companies.

Bevsan advises the owners of small and middle-market businesses through sales, partial exits, and capital raises. Depending on the mandate, we run the full process or work alongside your existing counsel and accountants. Every engagement is confidential, scoped in writing, and led personally by our Managing Director.

Owner-led
The companies we serve
Discreet
Confidential from the first call
In writing
Scope and fees before work starts
Personal
Every inquiry answered by Bevon
Scope of work

What we do at the deal table.

Three kinds of mandates. Every engagement begins with a diagnostic call, and fees are put in writing before any work starts.

ASell-side M&A

Selling the company.

For owners ready to sell all or part of the business. We handle valuation, positioning, confidential buyer outreach, negotiation, and support through diligence and closing. Where the deal calls for it, we bring in specialist counsel and tax advisors from our network.

  • Valuation and positioningWhat the business is worth and how to present it.
  • Confidential buyer outreachStrategic and financial buyers, approached discreetly.
  • Negotiation through closingTerm sheets, diligence management, and closing coordination.
BCapital raising

Raising debt or equity.

For owners who want capital to grow or restructure rather than sell. We prepare the materials institutions expect, approach lenders and investors, and manage the transaction from first conversation to funding.

  • Debt and equity raisesStructured to the company's actual balance sheet.
  • Investment materialsMemoranda, financial models, and term-sheet analysis.
  • Institutional coordinationLenders, family offices, investors, and deal counsel.
CExit preparation

Getting ready before buyers look.

Most businesses are worth more after a year of preparation than they are today. We clean up the financial story, reduce owner dependence, and document the operations so the company holds up under diligence. This work often begins with a Vesper report.

  • Financial readinessClean statements and a defensible earnings story.
  • Operational documentationProcesses a buyer can verify without you in the room.
  • Timing strategyWhen to go to market, and what to fix first.
How an engagement runs

Four stages, in order.

No proposal precedes diagnosis. The first call costs nothing and commits you to nothing.

  1. Diagnostic call

    A confidential conversation about the business, your goals, and your timeline. If we're not the right counterparty, we say so and refer you on.

  2. Scope and mandate

    We put the engagement in writing: what we'll do, what it costs, and how long it should take. You sign only when the scope is clear.

  3. Execution

    Valuation, materials, outreach, and negotiation, with regular written updates. You stay in control of every decision that matters.

  4. Closing

    We coordinate diligence, counsel, and funding through to signature, and we stay available for the transition that follows.

Before you go to market

Vesper: an honest read before you list.

Brokers get paid when you sell, so "now is a great time" is what owners usually hear. Vesper is our fixed-fee alternative. We study your goals, financials, and market and deliver one written recommendation out of five possible outcomes, including "hold" and "don't sell." The fee is the same whatever we conclude.

Format
22 pages
A written reference document, not a slide deck. Goals first, recommendation last.
Alignment
Fixed fee
We earn nothing extra if you decide to sell, so the recommendation has no thumb on the scale.
Confidential intake

Tell us about the company.

A few sentences is enough to start. Every submission is read personally, treated as confidential, and answered within five business days. There is no obligation and nothing is shared outside the firm.

Everything you send is treated as confidential.