Help your clients
consider what comes next

Around the same table

Working alongside the advisors your client trusts

A sale or acquisition brings transaction work together with legal, tax and personal financial questions.

ThirdSide provides M&A advisory for owners considering a sale and businesses considering an acquisition. Our work can include preparation, buyer or target research, outreach, offer evaluation, and coordination of diligence and transaction work. We work alongside the owner’s professional advisors, with each contributing their own expertise.

Start with the questions your client is asking and the relationships already in place. We can discuss where transaction advice may help and how a further conversation could fit.

Begin with a general outline

What to include in an introduction

• The kind of business and the sale, acquisition or ownership question being considered.
• What has prompted the discussion, and any broad timing considerations.
• Your role and what the client hopes to understand.

You can begin without identifying the client. Please keep client financials, sensitive documents and confidential transaction details out of the first email. If more discussion makes sense, we can agree how to proceed and what information is appropriate.

A broad introduction is welcome even when fit is uncertain. We can discuss the situation and whether our experience is relevant before considering further work.