Buy-Side & Sell-Side Advisory

We lead lower middle market clients through every stage of a transaction, on either side of the deal.

BUY-SIDE ENGAGEMENT

For business owners, private equity firms, and family offices looking to grow through acquisition in AEC, healthcare, or technology.

Team discussing buy-side and sell-side advisory strategy.

Sourcing and closing acquisitions

We help you find the right targets, evaluate fit, and close deals that hold up after integration.

Acquisition strategy & target criteria

Confidential target identification & outreach

Valuation & deal structuring

Due diligence coordination

Integration planning support

SELL-SIDE ENGAGEMENT

For business owners preparing for a sale, recapitalization, or ownership transition.

Buy-Side & Sell-Side Advisory meeting with tablet

Preparing and running a sale

We help you understand what your business is really worth, position it for the right buyers, and run a process that protects both value and confidentiality.

Valuation & exit readiness assessment

Confidential buyer targeting & outreach

Negotiation & deal structuring

Due diligence & closing support

Post-close transition planning

05 Closing & Transition

We stay anchored through final diligence and closing, ensuring a clean handoff so the transaction holds up in year one.

04 Negotiation & Structuring

We negotiate terms and deal structure on your behalf, coordinating closely with your legal, tax, and financial advisors.

03 Targeted Outreach

We approach a curated list of buyers or targets under confidentiality, rather than casting a wide net.

02 Positioning & Preparation

We build the materials and narrative that put your business in its best light, without overstating what isn't there.

01 Confidential Assessment

We start with a candid conversation about your goals, timeline, and what a good outcome looks like, followed by a preliminary review.

How an Engagement Runs

Modern boardroom for buy-side and sell-side advisory.

Let's Discuss Your Transaction Goals

Whether you're exploring a sale, evaluating an acquisition, or just want to understand what your business might be worth, the first conversation is free and confidential.

START THE CONVERSATION

Athena Consultants guides founders, business owners, family offices, and private equity firms through complex mergers and acquisitions. Our leadership brings firsthand experience owning, operating, and scaling businesses, alongside deep M&A execution.

QUICK LINKS

CORPORATE OFFICE

217 Ward Circle, Brentwood,

TN 37027

(615) 661-7979
info@athena-consultants.com