Mergers & Acquisitions

PALAZZO brings a unique perspective to the M&A process. Whether you’re considering growth through acquisition or a sale in order to monetize the value of your brand, we have the expertise to effectively manage both the process and outcome.

Sell-side counsel

What differentiates us from our competitors is our ability to identify prospective buyers that share the seller’s goals about its business, its work, and above all, its people, knowing this inevitably leads to a more satisfying experience as the seller evolves from an ownership position.

Our work includes:

  • Collaborating with sellers on properly positioning and presenting the firm to potential acquirers, creating descriptive materials that accurately merchandise the firm’s competitive strengths.
  • Thoroughly researching the buyer community, seeking prospects tailored to the needs and interests of the seller.
  • Managing a highly confidential, select auction process designed to generate offers from pre-qualified buyers.
  • Negotiation of all deal terms, contracts and agreements.

Our goal is to maximize value and wealth for owners, to ensure a successful outcome.

Buy-side counsel

PALAZZO works with acquirers to identify prospective firms that meet their strategic goals. Once we have identified potential acquisition candidates, we leverage our marketing services expertise to do an in-depth analysis of the prospect firm’s strengths and weaknesses, focusing on the firm’s competitive position.

Our buy-side services include:

  • Valuing the prospect’s business.
  • Structuring a mutually satisfactory offer.
  • Negotiating all transaction terms through deal closing.
"A great team that delivered a great result." Tom Luckie
President & CEO
Luckie & Company
"Engine is fortunate to have partnered with PALAZZO.
The team was fully committed to our success throughout the process and we found the firm’s experience and technical expertise unsurpassed."
Peter Scott
Chairman and Joint Chief Executive
The Engine Group
"Phil Palazzo was instrumental in making my acquisition of The Dowd Agency a reality. His sound counsel helped me understand the nuances of the deal and his negotiating skill was greatly appreciated by both agencies. I have been in the PR business for 30 years and Phil's counsel is as good as it gets." Don Middleberg
CEO
Middleberg Communications, LLC
"Hiring Phil Palazzo proved to be one of the best investments I’ve made for my company. He’s provided invaluable counsel for us on acquisitions, valuation models and compensation plans. His vast financial and business experience enable him to provide insight for business owners on many fronts." John Gallegos
President, CEO
Grupo Gallegos
"Phil has been a key counselor to McKinney on a wide range of issues. His experience, judgment and negotiating skills were all in full display during the recent buy-back of our agency. We were very fortunate to have him on our side of the transaction." Brad Brinegar
Partner, Chairman, CEO
McKinney
"When I hired Phil to help me sell my business I had no idea how valuable he would prove to be. His help with positioning my company, and his insights and negotiating skills, proved to be of significant value to the sale. I am forever in his debt." Richard Shaw
Founder
Shaw Marketing Group
"Phil developed an innovative incentive compensation plan for our key executives delivering significant value to the agency. He is truly an outstanding advisor and his knowledge of our industry is unparalleled." Peter Stern
President
Strategic Agency
"When I started my agency
I knew Phil’s advice would prove to be a key to our success. Today, he is a trusted advisor, providing counsel on a host of issues ranging from management compensation to acquisitions."
Steve Farella
CEO, President
TargetCast tcm
"Phil provided invaluable insight and counsel throughout a highly confidential sales process. His commitment to our company and his unrelenting focus on maximizing shareholder value led to an outstanding result." Bob Chandler
CEO
Chandler Chicco
"Phil helps entrepreneurs by showing how the price they will get for their business seven years from now can be dramatically enhanced by the decisions, processes, and planning they put in place today." Steve Gardner
President
Gardner Nelson & Partners
"For us, results count, and for us, Phil Palazzo delivers. Phil has drawn on his rich experience as a communication executive to provide our firm strategic and financial counsel that has been instrumental in our growth." Liz Kaplow
President & CEO
Kaplow Communications
Incentive Compensation

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