**You don't need an M&A advisor AND a lawyer.**

You need us.

If you are about to sell your business or buy another one, don't worry about finding an M&A advisor and a deal attorney. We've got you covered.

Mergers and Acquisitions

At Navvee, we combine the insight and strategy of an experienced M&A advisor with the precision and protection of seasoned legal counsel — all within one integrated engagement. By handling both the advisory and legal sides of the transaction, we eliminate the duplication, delays, and conflicting agendas that often arise when separate firms are involved. Our clients benefit from a single point of accountability, consistent deal strategy from valuation to closing, and a more efficient, cost-effective process that keeps everyone aligned on one objective — getting the deal done right.

SELLERS

We’ll Get You Ready to Sell and Sold!

Selling your business isn’t just about finding a buyer — it’s about presenting your company at its best. We help business owners and executives prepare every part of the business for sale, from financials and operations to contracts and compliance. Working closely with your accountants and financial advisors, we make sure the business is ready, the buyers are qualified, and the deal is negotiated, documented, and closed the right way — maximizing both value and peace of mind.

BUYERS

Find your start or grow by acquisition — with us.

Whether you’re an entrepreneur or established operator, we can help you buy the right business at the right price. From developing your acquisition strategy and identifying targets to structuring offers, handling diligence, and closing the deal, we make the process seamless. Our integrated legal and advisory approach eliminates wasted time and redundant fees — giving you one team from first conversation to final signature. (And don’t miss our book, Acquire Before You Exit, for deeper insights.)

MERGERS

Strategic Mergers that Create Real Synergy.

Merging two companies takes more than spreadsheets — it takes vision, structure, and balance. We help similar or complementary businesses come together to create greater strength and value. Our team helps identify ideal merger partners, negotiate terms that work for both sides, and collaborate with your accounting and financial advisors to get the deal properly structured and documented. For middle-market companies, we make complex mergers clear, manageable, and successful.

BUY-OUTS

Plan the Buy-Out Before You Need It.

Succession shouldn’t be an afterthought. We help business owners design buy-out and succession structures that make leadership transitions smooth, fair, and financially sound. From establishing internal ownership pathways to drafting the legal framework for future buy-outs, we build plans that protect senior leaders, motivate key team members, and ensure business continuity when it matters most. When the time comes, everyone already knows the plan — and the process runs exactly as intended.

Tailored M&A Solutions

Every successful deal is built on structure, strategy, and execution. At Navvee, we deliver a complete, end-to-end M&A process — combining advisory expertise, legal precision, and practical business insight under one roof. Whether you’re selling, buying, merging, or planning a future transition, we handle every stage of the process: from preparing your company for the market to negotiating the deal, managing due diligence, drafting all legal documentation, and coordinating the closing. With everything aligned through a single point of accountability, the process is faster, cleaner, and more effective.

Valuation & Readiness Assessment

Before going to market, we help you understand what your business is worth and what buyers will value most. Our process identifies strengths, risks, and deal readiness from both a financial and legal standpoint.

Buyer & Investor Targeting

We identify, research, and qualify potential acquirers — from private equity and family offices to strategic operators — using structured outreach to create multiple options and competitive tension.

Confidential Marketing Materials

We prepare professional-grade teaser flyers, executive summaries, and Confidential Information Memoranda (CIMs) designed to attract serious, qualified buyers without revealing proprietary details.

Non-Disclosure & Buyer Qualification

Every interested party is screened and bound under an NDA. We manage buyer questionnaires, background verification, and qualification to ensure only credible offers reach your table.

Due Diligence Management

We organize, sanitize, and manage all due diligence materials — from corporate and financial documents to contracts, HR, and compliance — ensuring readiness for buyer review and smooth information flow.

Deal Structuring & Negotiation

We coordinate with your financial and tax advisors to design deal structures that meet your financial goals and align with the buyer’s needs. Our team ensures the deal makes sense from every angle — business, tax, and legal.

Letter of Intent (LOI) Review & Negotiation

We review and negotiate Letters of Intent to protect your interests and ensure clarity on key business, financial, and legal terms before proceeding into full diligence.

Definitive Deal Documentation

From purchase agreements to ancillary contracts, we handle the drafting, review, and coordination of all closing documents — providing true end-to-end legal representation and deal management.

Regulatory & Compliance Planning

We help you plan ahead for any regulatory or licensing requirements that could impact the transaction. Together, we build a strategy and timeline that ensures all approvals and special licenses are handled smoothly and on time.

Closing Coordination & Escrow

We manage the closing process from start to finish — including document execution, wire transfers, and escrow management. If a third-party escrow is used, we coordinate directly to ensure a seamless, secure closing.

Transition & Integration Support

Post-closing, we assist with transitional services, key employment agreements, and integration planning to help both buyer and seller achieve their deal objectives.

Succession & Exit Planning

For owner-operators, we design long-term exit and succession strategies that position your company — and you — for the smoothest, most rewarding transition possible.

Ready to get started?

Get Started on Your M&A Journey With Us

Still Have Questions?

We're Happy to Help.

We know that buying or selling a company, merging with another business or preparing to sell your company to your current junior team members is a daunting task. You want to know everything you can before you get started.

So contact us. We can talk you through what you need to know. We'll help you get comfortable with what it takes for your M&A journey to be as successful as it can possibly be.