Mergers & Acquisitions Advice

Due to 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 addresses 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.

Tiburon Mergers & Acquisitions Advice Project Details & Fees

Mergers & acquisitions advice projects at Tiburon are complicated methodical research-based processes that often take two-to-three months to complete. However, Tiburon prefers to work closely with the senior executives of its clients and typically schedules review meetings with the team every two-to-three weeks during the process. The costs depend on the breadth of the businesses addressed. Typical assignments range from $75,000-$250,000. Tiburon bills for travel expenses in addition to project fees but for no other office expenses. Tiburon's principals & their companions fly first class (business class when available on entire route) and its research managers fly coach class primarily from San Francisco, CA. Tiburon mergers & acquisitions advice projects are invoiced half at the mid-point and half upon completion and invoices are due within thirty days.

To read about related Tiburon services, please visit the Venture Consulting, & Retainers, Board Roles, & Executive Counseling pages. Mergers & acquisitions advice projects can be discussed with any Tiburon Principal. If you would like more details or would like to schedule a call with a Tiburon Principal, please contact Sarah Sage at or 415-789-2540.