Valuation and positioning
Analyzing the business, framing its strategic value and developing the transaction narrative.
Corporate Development · Buy-side & Sell-side M&A
Senior execution for strategic transactions.
BCSI advises sellers through a complete lower-middle-market sale process and works with buyers from acquisition strategy and proprietary target origination through diligence, negotiation and close.
Sell-side M&A
A complete process. Direct senior attention.
BCSI advises owners and management teams selling lower-middle-market businesses, generally companies with more than $5 million of EBITDA. We take responsibility for the entire process while allowing management to remain focused on operating the business.
Our perspective is informed by operating experience, not solely transaction mechanics. We understand that the strongest outcome depends on identifying and communicating what makes the business strategically valuable, preparing it for scrutiny and managing the process without losing sight of customers, employees or day-to-day performance.
| Mandate profile | BCSI focus |
|---|---|
| Client | Business owners and companies pursuing a sale. |
| Market | Lower middle market. |
| Typical company profile | More than $5 million of EBITDA. |
| Role | Complete sell-side process leadership through closing. |
| Sector orientation | Advertising, media, publishing, technology, entertainment and related businesses. |
Transaction materials
Preparing the financial, commercial and presentation materials required to take the company to market.
Buyer origination
Developing and approaching a focused universe of strategic and financial buyers.
Diligence and negotiation
Managing information flow, buyer diligence, transaction terms and negotiations through close.
Buy-side M&A
Build the opportunity. Then execute it.
BCSI works as a senior extension of management for companies pursuing acquisitions. We help define what should be acquired, identify and approach targets—including proprietary opportunities—and carry the transaction from initial assessment through closing.
The work begins with strategic fit, not a list of businesses for sale. An operator’s perspective helps distinguish an attractive asset from an acquisition the buyer can credibly integrate, operate and grow.
| Buy-side mandate | BCSI role |
|---|---|
| Acquisition strategy | Translate growth priorities into clear investment criteria, target markets and transaction objectives. |
| Target origination | Map the market, identify strategic and proprietary targets and conduct discreet outreach. |
| Valuation and assessment | Evaluate strategic fit, operating performance, valuation, transaction structure and principal risks. |
| Diligence | Coordinate commercial and financial workstreams and maintain focus on the issues that determine value. |
| Negotiation and closing | Support indications of interest, letters of intent, transaction terms, documentation and execution through close. |
Strategy and criteria
Define the acquisition thesis, strategic requirements, financial parameters and practical measures of fit.
Proprietary origination
Develop a focused target universe and create direct opportunities beyond broadly marketed processes.
Valuation and structuring
Assess value, synergies, financing implications and transaction structures before capital is committed.
Execution through close
Manage the work across diligence, negotiations and documentation while management continues to run the business.
Corporate development
Beyond an M&A process.
BCSI can also extend the capacity of management to evaluate strategic opportunities, develop partnerships and lead high-priority initiatives that do not fit neatly within a conventional transaction mandate.
Strategic partnerships
Creating commercial relationships, joint ventures and alliances designed to accelerate growth.
Opportunity development
Assessing markets and new ventures, then converting the strongest opportunities into an executable plan.
Transaction preparation
Preparing the strategy, analysis and internal alignment required before a company enters the market.
Special projects
Hands-on leadership for initiatives that benefit from senior focus and an independent perspective.
Operator perspective
Advice grounded in how companies create value and operate—not only in transaction mechanics.
Direct senior attention
Bernard Urban remains personally involved from initial positioning through negotiation and close.
Sector fluency
Experience across advertising, media, publishing, technology and entertainment.
Execution
One senior-led process connecting preparation, buyer outreach, diligence and negotiation.
“BCSI connects strategy to execution—and stays involved through the work required to deliver the outcome.”
BCSI Corporate Development
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