M&A Services

Whether you’re preparing to sell your company, secure a strategic investment, or acquire complementary brands, Toast & Oats provides full-service M&A advisory. We help you prepare financial models, identify buyers or investors, and navigate complex negotiations — always focused on maximizing valuation and deal success. With our deep sector expertise and access to industry connections, we help you achieve the best possible outcome.

What’s Included:

  • Sell-side or buy-side M&A advisory

  • Financial preparation, pro forma modeling, and valuation support

  • Investor and buyer outreach and negotiations

  • Due diligence management

  • Post-deal integration strategy

Partner Support:
Our corporate M&A attorneys, fractional CFOs, investment bankers, and legal partners work under Toast & Oats coordination to deliver premium deal execution.

FAQs

Set your company on the path to a lucrative exit or strategic investment. Schedule your M&A Strategy Call with Toast & Oats today.

  • What It Is:
    We prepare your business for investment, sale, or acquisition and lead you through the entire deal process, from preparation to close

    Why It’s Premium:
    Includes high-level advisory from Corporate Attorneys, M&A attorneys, fractional CFOs, and investment bankers—without forcing you into a major PE firm engagement.

    • Core Inclusions:
      M&A roadmap and readiness assessment.

    • Financial model and pro forma development
      Investor or buyer targeting and outreach.

    • Deal negotiation support.

    • Due diligence management

  • Optional Add-Ons:
    • CIM (Confidential Information Memorandum) development (billed separately if outside core scope)
    • Legal and compliance audits (billed through partner attorneys)

  • Engagement Fee Structure

    • Before any work begins, we require an engagement fee to:

    • Reserve your project slot on our production calendar

    • Cover project scoping, early planning, and resource alignment

    • Signals shared commitment and protect time on both sides.

  • Pricing:

    • $7,500 per month retainer.

    • 2–4% success fee on closed transactions.

    • Hourly or fixed project pricing available for smaller M&A advisory scopes.