Strategic Advisors for Epic Events
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M&A Advisory

M&A Advisory

The Rubix Analytics team work as strategic advisors at all stages of the M&A process as our clients consider, prepare for and execute on transformative events including mergers, acquisitions, divestitures, management buy-outs and corporate restructuring. 

We partner with clients to advise and lead them to, through and beyond buy-side and sell-side M&A transactions and other transformative events. 

Rubix Analytics associates have decades of experience in planning, implementing and managing buy-side and sell-side projects. Our M&A advisory services range from consulting on specific issues ->> to planning strategy & designing detailed blueprints ->> to coordinating, executing, managing and driving the entire transaction process. 

M&A services include:

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  • Review and analysis of exit options & strategic alternatives

  • Build detailed exit strategy with blueprint for tactics, execution & timelines

  • Define & execute tactics to enhance enterprise and shareholder value ahead of event

  • Deal structure modeling

  • Market valuations

  • Target identification

  • Oversight & management of deal process

  • Vendor selection, defining vendor roles and responsibilities, and managing vendor performance

  • Pre- and post-integration strategy and execution

  • Analyzing and developing financing options

  • Access to global capital markets


Your timeline - Your agenda - Your interest

Expertise in tax, law, banking and more are needed to complete a successful M&A transaction.  However,  many vendors have their own time lines, their own agendas and their own interest in the deal - and very often they do not align with the client.  Some vendors have incentive to speed up a deal even though it may not the best deal.  Others have incentive to extend timelines and stretch out the deal even if it conflicts with your timeline. 

We manage the process and the vendors to your timelines, agenda and interests.

Your agenda is our agenda.


NO Cookiecutter Transactions

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Change in ownership and management of any company - any business - any enterprise - is a unique and epic event. Every transaction comes with great potential and opportunity - and great challenges and risk.  The Rubix Analytics team knows that each transaction is unique and nuanced - and for most clients this is an epic event. 

We approach each engagement with the experience, creativity and enthusiasm your project deserves.

Our knowledge and expertise comes from decades of our direct experience as owners/managers & sellers of our own companies, as corporate executives making strategic acquisitions, and as venture capital and private equity partners building portfolios of businesses.  


International M&A

In a world where global business and markets constantly evolve, many transactions have cross boarder elements.  The Rubix Analytics team has decades of cross border M&A transaction experience. We leverage our entire network of global assets to get the job done quickly, efficiently and with maximum value for clients. 

The Rubix Analytics team brings our extensive, highly-regarded and trusted global & in-country networks including:

  • prominent investors & capital partners

  • reputable industry & sector alliances

  • leading experts on in-country licensing, regulatory & compliance

  • influential national, regional and local government relationships

Our reach is global and includes colleagues and associates in US, UK, EU and Asia.