TRANSACTIONAL ADVISORY

Exit, strategic acquisitions to grow, generational transition, or mutually beneficial opportunistic transaction can be very tricky and complex. Pallas is experienced in leading clients to maximize value in all these transactions. Through our leadership clients can often avoid the costly or even deal killing mistakes inexperience or lack of familiarity can cause. As a core competency Pallas is focused on three types of transactions:

 • Sell Side Advisory
    →$1-5mm EBITDA
    →3-4 Assignments Annually
    →Client Retained
    →Highly Selective Assignments -Not Brokered 

 • Facilitated Transactions
    
→Both parties known
    →LBO, MBO, Generational Transition, ESOP and Partnership Dissolution

 • Retained Targeted Buy Side Search
    
→Specific client mandate and criteria

 

CASE STUDIES