Mergers & Acquisitions Advice

Tiburon does not feel that its skills are in investment banking or necessarily mergers & acquisitions advice. That said, given the firm's detailed knowledge of the brokerage, investment management, wealth management, banking, and insurance markets, Tiburon has been asked by several mutual fund companies, broker/dealers, and financial advisors to consult on transactions involving ownership change. The firm has also supported several acquirers in developing acquisition strategies and conducting acquisition searches.

Tiburon Merger & Acquisition Services

Tiburon comes at mergers & acquisitions from a strategic rather than transactional perspective. The most common assignment for which the firm has been engaged is to help clients develop acquisition or disposition strategies. This is quite like the firm's strategy consulting services with a more narrowly defined outcome. Given the extensive industry contacts of Tiburon executives, Tiburon has also been repeatedly engaged to conduct research on possible acquisition targets. Common projects have included:

  • Acquisition Strategies
  • Acquisition Searches
  • Due Diligence Participation

Please feel free to discuss these opportunities with any Tiburon Principal or CEO-in-Residence.

To learn more about other Tiburon services, please see the sections titled Market Research, Strategy Consulting, Venture Consulting, and Retainers, Board Roles, & Executive Counseling.

Note: All Tiburon projects are invoiced half at the mid-point date and half upon completion. On top of project fees, Tiburon bills for travel expenses but no other office expenses. When billing travel, Tiburon bills for two principals and/or managers and bills all travel expenses. The firm's principals fly first class (business class if available on entire route) and its research managers fly coach class primarily out of San Francisco, CA