Our Services


Our corporate strategy and end-to-end M&A services provide comprehensive support throughout the entire mergers and acquisitions process. Whether you need a short-term contract or an experienced corporate development resource on a fractional basis, Blue 7 Advisors is dedicated to delivering a tailored solution to meet your unique needs.
How We Support Your M&A Process
01
Sourcing & Screening
Sourcing new acquisition targets, whether platform or bolt-on, can be a time-consuming activity. Blue 7 can leverage its extensive network in the water & adjacent diversified industrials spaces to identify, review, and recommend meaningful opportunities. We will work with you to develop or refine your core criteria, or "must-haves" versus "wants" when selecting an ideal acquisition target, and align focus on the attributes that will generate accretive value.
03
Business Planning
Following initial commercial diligence efforts, Blue 7 can assist in developing or refining an early-stage business plan that is tailored to your combined vision, whether to help justify further pursuit of the target to your investment committee, board members, or other key stakeholders, or provide a baseline for valuing the company.
05
Final Diligence & Transaction Advice
Blue 7 has experience in crafting and negotiating deals structured in various forms - such as full acquisition, to minority investment, non-core divestment, and strategic partnerships coupled with an R&D investment component. We can work alongside your legal team to provide our transactional expertise and help manage potential risks.
02
Due Diligence
Blue 7 can support all aspects of your commercial due diligence needs, such as preparing a comprehensive market study, reviewing the business plan, assessing the competitive landscape, or analyzing growth forecasts. We can also work alongside your external experts to dig into critical matters such as contracts and legal considerations, intellectual property, financial audits, business operations, organizational culture, and more.​
04
Valuation
Utilizing several methods to determine a business' valuation is key to this critical step in a transaction process and maintaining a competitive edge when other interested parties are involved. Blue 7 can assist with triangulating and substantiating a reasonable valuation for the potential target that can be helpful when drafting indications of interest or letters of intent.​
06
Post-Closing & Integration Activities
Planning for post-closing activities, transition services agreement(s), and executing a successful integration (if integration is a desired path) are critical to the long-term success of an acquisition. Blue 7 can assist in identifying key areas of need and setup an action plan for the first 100-days post-closing, or if desired, offer longer-term support for managing the integration process from start, to finish.
Example Activities in
Each Step of the M&A Process
01
Sourcing & Screening
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Search & identify targets
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Perform outreach to companies​
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Source active mandates from investment banking or broker networks
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Collect preliminary company data
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Screen target fit against key acquisition criteria
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and more
03
Business Planning
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​Prepare new business plans
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Modify existing business plans
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Research market trends and forecast growth rates
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​Identify potential synergies
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and more
05
Final Diligence & Transaction Advice
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Perform confirmatory diligence
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Refine business plans & financial models
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Review transaction documents
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Incorporate risk mitigation measures
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and more
02
Due Diligence
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In-depth review of commercial, operational, financial, organizational, cultural, and other key components of the business​
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Analyze key contracts, intellectual property, customer/supplier lists​
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Perform voice-of-customer surveys
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and more​​​​​
04
Valuation
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Perform financial modeling & DCF analysis of multiple scenarios
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Forecast synergy & savings opportunities
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Identify comparable transactions
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and more
06
Post-Closing & Integration Activities
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Post-closing advice
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Suggest/scope transition services agreement(s)
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Create 30-60-90 day milestones or 100-day plans
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Oversee integration activities
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and more
