Since 2005, we have a history of helping others achieve what they didn’t they could. We do this by not telling you what you want to hear, but often helping you understand what you need to hear. We are a reality check, validating what you think you know, or identifying what you need to do.
Land What You Built Safely
CoPilot M&A engages all teams to eliminate the turbulence. Our team handles the necessary coordination, communication and drives the action. Together we develop the plan, know where we want to go, and then get there.
Focus on the Value & Risks
CoPilot works with you to build a clear plan, defining the values and risks. We then help your team build a taskforce to maximize this value, and mitigate these risks.
Turn off Integration AutoPilot
CoPilot builds and executes a transaction specific plan. Best practices, customized for you and specific to your acquisition.
Please Don't Do It Alone
CoPilot brings real world experience. We leverage this to prevent issues, increase speed and maximize value.
Our value is having you control your destiny, whether buying or selling, but you always know we are there to guide you. To enable you through direct involvement, but mitigate the risks of doing something metaphorically dangerous by yourself.
The goal of our engagement is a positive, beneficial M&A transaction that is successful for both buyers and sellers, as that is the point of engaging in it. Success comes from humans being engaged, not in theory, but in practice; being lead by experienced consultants who know what, when and how to get things done. That is the goal, win-win; on time, low stress, high value.
Our teams consist of a project manager who is the organizer of all things. Planning and scheduling the pace of success, running the necessary collaboration to validate assumptions into facts, and communicate regularly to build and maintain confidence in the ‘deal’. Deal dependent, we bring in legal, financial and specific due diligence expertise. Each deal is aligned with a sponsor who has expertise in your industry to guide the process, but critically align it with success for both buyers and sellers.
”You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right.Warren BuffetOracle of Omaha
”Our Business is really simple. When you look at deal and its structure looks like an octopus or a spider, just don't do it.Timothy SloanCFO Wells Fargo
Understanding the Acquisition Curve
A KPMG study indicates that 83% of merger deals did not boost shareholder returns. It can be avoided, just need to be proactive with the right team, with the right experienced aligned with true success, not just getting the deal done.
”When you see a merger between two giants in a declining industry, it can look like the financial version of a couple having a baby to save a marriage.Adam DavidsonCo-Founder NPR Planet Money
”Every single time you make a merger, somebody is losing his identity. And saying something different is just rubbish.Carlos GhosnBrazillian Businessman
Optimize, Tune Up
Find & Filter
Ask & Verify
Plan & Execute
We often align M&A activity with dating; finding the right company, spending time to get to know them, and then coming together to create something better than you were before. It is the essence of M&A, but often forgotten.
”Go for a business that any idiot can run - because sooner or later, any idiot probably is going to run itPeter LynchBusinessman and stock investor
”I have never cared what something costs; I care what it's worth.Ari EmanuelTalent Agent
TuneUp & Selling Your Business
CoPilot helps you do an internal evaluation and identifies those things going well and those things you need to fix, with a specific action to get it done. All of which drives your valuation higher, speeds the process and mitigates problems; the trifecta of good deal making.
”As you travel down life’s highway…whatever be your goal, you cannot sell a doughnut without acknowledging the hole.Harold J. ShaylerLegendary Sales Guru
”“Dealmaking [is] a profession unto itself – the world’s highest paying profession. Things don’t just fall into place by accident. A good dealmaker understands that it’s his job to finesse things into place.”AnonymousUnknown Smart Person
”If I had to run a company on three measures, those measures would be customer satisfaction, employee satisfaction and cash flow.Jack WelchGE CEO / Guru
Buying a Business
CoPilot is right there with you, defining the approach, finding, filtering and acting as the extension of your plan. We know the process, the pitfalls and how to mitigate your risks. This is the time to do it right, validating assumptions, documenting details now, saves a failed deal or worse, failed business later.
”The safest way to double your money is to fold it over once and put it in your pocketFrank McKinney HubbardCartoonist, Humorist and Journalist
”Explain the value and justify the cost - People don’t mind paying; they just don’t like to overpay.Chris MurraySelling with EASE
Schedule an Appointment
”Contact Us and we'll get back to you for an initial consultation. We'd like to talk about your goals, timeline and concerns with buying or selling. We've been in your shoes, let us help you know what we know, avoid mistakes, solidify your plan and jumpstart your future.Dave ArmstrongCoPilot Founder & Managing Partner