Methodology

Methodologybizdata@warwick.net2024-12-13T08:05:06-05:00

The Partners of Colton Advisors understand what drives investment advisory businesses. Both principals are especially attentive to the cultural factors that determine whether or not two firms or individuals are a good fit. These qualities are impossible to quantify and understanding the personal dynamics involved streamlines the merger and acquisition process.

David K. Laidlaw, Esq., CFA , Principal, Eagle Ridge Investment Management

Our Process Methodology

Target the market
Identify Industry firms
Identify potential sellers, buyers or merger candidates
Qualify firms or individual candidates by telephone interview
Interview firms or individual candidates in person
Verify affirmed management style and cultural fit
Check references
Present oral and written reports
Client selects firms
Client named to firms
Follow-up interviews
Assist in negotiations
Close transaction

We take relationships seriously. What began as an earnest attempt to strengthen business relationships with a growing number of clients evolved into an important capability in executive search: helping to find the right individual with the right set of skills, who could complement the existing management team. In addition to our M&A consulting services we continue to employ our time tested approach to finding the best qualified person for your specific intellectual talent. With over three decades of successful experience in the executive search discipline we can and will satisfy your professional and executive requirements in a timely and effective manner.