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Research & Marketing

This is where the work of connecting prospective buyers and sellers really begins.

For Sellers
When the time is right, we package your business for maximum market impact via a Confidential Information Memorandum (CIM) that introduces your company to the universe of potential investors and demonstrates its value in a compelling way.

The CIM provides an in-depth description of your company and operations, as well as historic and projected financial data to help potential buyers decide whether your business fits their investment strategy.

For Buyers
With our background in market research and your strategic priorities in mind, Scherer Partners develop a customized list of prospective companies, both on- and off-market, then perform direct outreach to screen and pre-qualify them based on priorities, financial standing, motivations and business background.

We help buyers refine their approach and draft Letters of Intent (LOI) and any other documentation required to get the conversation started.

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Next: Deal Structuring

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Certain members of Scherer Partners LLC are Registered Representatives of, and securities transactions are conducted through, the Broker Dealer StillPoint Capital, LLC. Scherer Partners LLC and StillPoint Capital, LLC are not affiliated entities. For more information on Registered Representatives and Broker Dealers visit BrokerCheck.