Transact on offense: Why the right deal team strengthens M&A outcomes

The most successful transactions tend to share a common trait – a well-constructed and coordinated deal team, putting the business and owners “on offense” throughout the process.

An experienced investment banker often serves as the central coordinator, shaping the transaction strategy, marketing materials, and positioning, and running a competitive process to maximise price, terms, structure, and fit. The effectiveness of that role is materially enhanced when aligned early with seasoned mergers and acquisitions (M&A) counsel, accountants, and private wealth advisors. Together, this group ensures the owners are well prepared and aligned on strategy, effectively positioning the transaction for an optimal outcome.

Through the planning and preparation process, owners are encouraged to consider the key value drivers of an ideal partner, including thoughtfully prioritising transaction goals. Investment bankers showcase the company’s differentiators against industry benchmarks and competitors, ultimately increasing transaction value based on the distinct advantages a company has achieved in its space. Additionally, M&A focused legal advisors can identify and resolve structural or contractual complexities before they become negotiating obstacles. 

Accountants help ensure that historical and forward-looking financial information withstands buyer scrutiny through the quality of earnings (QoE) process, reducing friction and potential re-trades during due diligence. Private wealth and tax advisors bring clarity to how transaction structures impact net proceeds, estate planning, and long-term objectives, allowing decisions to be made with confidence rather than urgency.

From a buyer’s standpoint, ownership that is supported by a cohesive advisory team signals preparedness and credibility. Information flows efficiently, risks are addressed early, and negotiations remain focused on value rather than remediation. This dynamic often results in stronger buyer engagement, reduces execution risk, and improves certainty of close.

In an increasingly complex M&A environment, no single advisor can address every dimension of a transaction alone. The most successful business owners are those who surround themselves with professionals who not only excel in their respective disciplines, but who also recognise the value of collaboration. A well-built deal team does more than execute a transaction, it creates alignment, ensures continuity throughout the process, and maximises the opportunity for a successful outcome as the business moves into its next chapter of growth and success.

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Luke Horanski is a senior vice president at Hyde Park Capital with experience in M&A, capital raising, and advisory work focused on industrials and business services. He has a construction background, holds degrees from Virginia Tech and the University of Maine, and is FINRA Series 79 licensed.