Mergers and acquisitions advisory

Pursuing an M&A is a good move for companies whose goal is to accelerate growth beyond simply organic growth, to differentiate or solidify their product offering, expand geographic reach, or accelerate market share. M&A can provide a rapid scale-up, access to new technologies, and instant market entry, but it is not a replacement for organic growth. 

StoneX helps boards and management teams evaluate whether selling their company is the correct business decision based on provided reference points of performance. This process can include internal and external comparisons, allowing companies to assess their performance against industry leaders or competitors, as well as identifying areas needing improvement and make data-driven long-term goals.  

StoneX M&A advisors are not only experts in the M&A process but also have deep investment banking services, debt advisory investment banking, and equity capital market investment banking experience, knowledge and a financial network that can significantly increase the chances of the transaction being successful. We help companies make complex decisions, helping to ensure the best possible outcome and deal success.

StoneX identifies and prioritizes potential buyers in a sell-side process by employing several strategic approaches and market analysis. Motivations and buyer segment preferences need to be understood, such as being a strategic acquirer, financial or hybrid buyer. We leverage market trends and conditions to adapt their strategies and buyer behavior. By recognizing and acknowledging the diverse motives that guide each type of buyer we can achieve the seller's goals.  

Buy-side advisory focuses on the acquisition of assets, investments, or companies, while sell-side advisory helps institutions monetize their assets, raise capital, and execute strategic transactions. Buy-side advisors help institutions uncover opportunities, mitigate risk, and ensure investments align with long-term goals. Sell-side advisors focus on asset valuation, connecting potential investors, and handle legal requirements and reporting obligations. 

As a financial advisory firm, StoneX provides tools and guidance to evaluate the optimal capital structure for M&A transactions. We assess the financial position, cash flow stability, and debt capacity of both the acquiring and target companies, as well as understanding the strategic objectives of the M&A transactions.  

Clients can expect senior-level attention and continuity from StoneX throughout the M&A process. We are committed to providing unparalleled service, relentless effort, and local expertise to our clients. Our philosophy emphasizes doing the right thing rather than the easy thing, which contributes to building a credible and recognized global franchise.  

Not all M&A transactions take the same time to complete. Several factors play a role in the timing of such deals including: 

• Complexity of the transaction 
• Regulatory scrutiny or cross-border transactions 
• Market conditions 
• Due diligence complexity 
• Length of the integration phase, which can take as long as one to three years

StoneX employs a strategic approach to balance confidentiality with competitive tension during the sales process by implementing robust information governance policies and leveraging technology. We prioritize transparency while protecting sensitive data.