Transaction Readiness Assessment (TRA)

A sale transaction can be an exhaustive and resource-intensive process. Knowing what to expect and preparing for an orderly sale process is an essential first step. Root’s proprietary TRA has been developed over many years and dozens of transactions and will include but not be limited to the following primary analyses:
  • Seller Goal and Objective Review
  • Prospective Buyer Profiling
  • Multi-year financial and “volume driver” trend analysis
  • Identification of appropriate normalization adjustments
  • Preparation of multi-year projections and key assumptions
  • Preliminary market pricing guidance
  • Information “gap” analysis
  • Guidance on legal representation
  • Identification of action items and preparation of TRA Plan

Certain Principals of Root Partners are licensed investment banking agents, offering securities related services through M&A Securities Group, Inc., an unaffiliated broker-dealer. Member FINRA/SIPC. 4151 N. Mulberry Drive, Suite 252 Kansas City, MO 64116

Sell-Side Advisory

Whether you have identified a prospective buyer already or want to engage in a broader, more traditional sell-side auction type of process, our professionals will actively manage the process from start to close. Services may include the following:

  • Preparation of transactional marketing documents (e.g., Confidential Information Memorandum)
  • Preparation of Transaction Readiness Assessment, to the extent not performed previously
  • Identification of strategic and financial buyers
  • Marketing of business to pool of potential buyers
  • Managing initial bid process and provision of term sheets
  • Liaison between pool of potential buyers and seller in coordinating and responding to supplemental information requests
  • Coordinating and overseeing management interviews
  • Final buyer selection and negotiation of Letter of Intent
  • Working with legal counsel, seller, and seller’s other experts in responding to due diligence requests and negotiating final definitive purchase agreements

Certain Principals of Root Partners are licensed investment banking agents, offering securities related services through M&A Securities Group, Inc., an unaffiliated broker-dealer. Member FINRA/SIPC. 4151 N. Mulberry Drive, Suite 252 Kansas City, MO 64116

Buy-Side Advisory

Leveraging nearly fifty years of combined healthcare transaction advisory experience, our roots within the healthcare industry run deep. Our buy-side advisory services may include the following:

  • Industry opportunity analysis
  • Networking and identification of prospective leads
  • Lead investigation and qualification
  • Multi-year target financial and “volume driver” trend analysis
  • Target valuation and pricing assistance
  • Working with buyer and buyer’s representatives in coordinating due diligence requests and performing appropriate financial and operational due diligence
  • Providing ready accessibility and counsel to client at every step of the process

Certain Principals of Root Partners are licensed investment banking agents, offering securities related services through M&A Securities Group, Inc., an unaffiliated broker-dealer. Member FINRA/SIPC. 4151 N. Mulberry Drive, Suite 252 Kansas City, MO 64116