Transaction Support ✳︎
For founders with a buyer in hand, our Transaction Support engagement provides expert guidance through every stage of the process—from navigating due diligence to finalizing the deal.
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About Transaction Support
Your acquisition journey is more than just a transaction—it’s a foundation for success.
A comprehensive approach to navigating your deal.
Imagine a process where every stage of your transaction is managed with precision, from due diligence to closing. We provide expert advice and hands-on support to ensure you’re prepared for every step and positioned for the best possible outcome. Our team provides LOI Structuring, Negotiation Strategy, Due Diligence Preparation, Valuation, Contract Review and Confidential Advisory to ensure you transaction is seamless.
Beyond just advising; it’s strategic partnership.
Transaction Support isn’t just about getting the deal done—it’s about ensuring your interests are protected. With our expertise, we help you navigate the complexities of the M&A process with confidence, clarity, and control.
WHEN YOU SHOULD CHOOSE TRANSACTION SUPPORT
You have a buyer in hand
(01)
If you’ve already signed (or are close to signing) an LOI, Transaction Support ensures you navigate the deal process smoothly and with expert guidance.
You need help managing due diligence
(02)
From organizing financials to preparing for buyer questions, this engagement provides the expertise to manage due diligence with confidence and precision.
You want an expert to guide the close
(03)
Negotiating terms, mitigating risks, and finalizing the agreement can be overwhelming—Transaction Support ensures every step is handled to protect your interests and achieve the best outcome.

Transaction Support ✳︎
Transaction Support ✳︎
Benefits
Expert support to navigate your transaction with confidence.
Transaction Support offers a hands-on approach to guide you through the complexities of the deal process. From due diligence to finalizing terms, we ensure your interests are protected and your outcomes optimized.
Outcomes
- Clear guidance on deal structure and terms.
- Expert support managing due diligence and addressing buyer questions.
- Risk mitigation strategies tailored to your business.
- Confidence to align your team and stakeholders throughout the process.
- Strategic recommendations to optimize outcomes.
- Simplified communication of key deal elements to internal stakeholders.
Outcomes
- Credible and well-organized documentation to share with buyers.
- Strengthened ability to negotiate favorable terms.
- Transparency that builds trust with buyers and partners.
- Professional handling of buyer communications and requests.
- Streamlined processes that reduce friction and accelerate timelines.
- Confidence in achieving a successful close.
HERE'S WHATWE'LL DO
Process
Expert guidance through every stage of your transaction.
A transaction is only as successful as its execution. That’s why our process is designed to simplify complexity and ensure precision at every step. We bring a deep understanding of business transactions to protect your interests, streamline the process, and achieve optimal outcomes.
Phases of work
Our process begins with a detailed review of your transaction. We evaluate deal terms, financials, and buyer expectations to create a solid foundation for success.
Deliverables include:
- Initial consultation and review of LOI
- Assessment of buyer’s terms and alignment with your goals
- Analysis of business financials and operational metrics
- Identification of risks and strategies to mitigate them
- Tailored recommendations for deal optimization
We take the lead in organizing and managing the due diligence process to minimize disruptions and streamline responses to buyer requests.
Deliverables include:
- Comprehensive checklist and timeline for due diligence
- Efficient organization of financial and operational documents
- Clear guidance on addressing buyer inquiries
- Risk mitigation strategies and proactive solutions
- Support with compliance and legal coordination
We guide you through the final stages of your transaction, ensuring all details are aligned for a smooth and successful closing.
Deliverables include:
- Finalization and review of deal terms
- Coordination with legal and financial advisors
- Recommendations for fulfilling post-close obligations
- Closing day facilitation to ensure seamless execution
After the deal is finalized, we help you communicate effectively with buyers, employees, and stakeholders, setting the stage for a successful transition.
Deliverables include:
- Comprehensive buyer communication strategy
- Messaging frameworks for employees and stakeholders
- Integration planning to align culture and operations
- Integration planning to align culture and operations
- Ongoing support for transition-related challenges
In their own words →
Hear what our clients have to say about working with Merge
- Erika TaylorGeneral ManagerLinkflowWorking with Merge to sell our agency was an outstanding experience from start to finish. The entire team demonstrated deep knowledge of the M&A process while remaining incredibly responsive and supportive throughout our journey. I was initially nervous about the due diligence phase, expecting it to be labor-intensive and overwhelming. Instead, Merge streamlined the entire process and made it surprisingly manageable. In particular, Hannah Sibel was fantastic - she was always quick to help us troubleshoot any questions or concerns that came up, bringing positive energy and expertise to every interaction. What impressed me most was their balanced approach to guidance—they provided valuable insights on important considerations without ever making us feel pigeon-holed into decisions. I would recommend Merge without hesitation to any agency considering a sale. 10/10 experience!
- Greg DerrChief Financial OfficerThe Harkey GroupWorking with Merge was a game-changer for the successful sale of Nomadic Agency. As a business new to the M&A space, we needed a partner who could handle everything—sourcing buyer leads, managing the valuation process, and negotiating on our behalf. Merge was that partner.Their team was instrumental in securing the best deal for us and we couldn't have completed the sale without their expertise and support. The process, which could have been overwhelming, was made seamless thanks to their involvement. From acting as our advisor and negotiator to walking us through the complicated diligence process, Merge delivered on all fronts. The team at Merge, particularly Hannah and Ethan, were exceptional. They were highly professional, incredibly competent, and a pleasure to work with. I can't recommend them enough to anyone looking to sell their business.
- Josh ElkinFounderLinkflowWorking with Merge was a great experience. Because of their large network, they were able to bring a wide range of buyers to the table, which gave me options to choose from and find a buyer who was a great fit for my business. They were very communicative and helpful at every phase of the process, and it was a pleasure working with them - they truly know their stuff! I highly recommend them to anyone looking to sell their digital marketing agency!
- Scott ParkFounder & CEOMookoMerge was constantly following up and on top of things for all partners and delivered the results on time. Merge was able to provide insights, a strong team, and the highest quality of buyers to facilitate a successful acquisition. What I found most impressive was it’s team and pool of investors and buyers.
- Daryl HivelyFounder & CEOGuarantee DigitalThey helped me find a buyer for my agency. Helped us establish a value, put a prospectus together, and marketed the business to their large list of possible buyers. We had four LOI's within two weeks, one that became our eventual buyer. Merge knew my industry, specialized in selling ad agencies, and had a list of buyers looking to make a purchase.
- Brandon JonesManaging DirectorPPC SideKickWhat I found most impressive about this company was their exceptional professionalism, deep industry knowledge, and proactive communication. They consistently demonstrated a high level of expertise in their field, providing valuable insights and guidance tailored to our specific needs. Moreover, their proactive approach to communication ensured that we were always kept informed and engaged throughout the process, fostering a strong sense of trust and confidence in their abilities.
- Hayley BerlentFounder & CEOAdditive AgencyAs a founder, deciding whether to sell a business or not, how and to whom is deeply personal. That’s why I am so grateful to have worked with the team at Merge every step of the way—and especially Hannah Sibel. From conducting a valuation, to pursuing the sale of the business, the Merge team took the time to understand my dreams, ambitions, hopes, and fears. Not only did they conduct a rigorous and realistic valuation, but they guided me through the sales process with clarity and confidence — from developing marketing materials to curating potential buyers to facilitating the deal. In the end, I found the perfect match for what we needed: operational independence, with access to the capital and a broader ecosystem of supports needed for growth. I will forever be grateful to Hannah and the Merge team for taking us to the next level.
- Kim GrobFounding PartnerWearerightonMerge stood by our side through every step of the sales process. They were so much more than a deal broker—they were our strategic advisors, fierce advocates, and loyal cheerleaders. We are a better agency because of them.
- Ermis SfakiyanudisChief Operating OfficerUproar PrWorking with the Merge team on the sale of Uproar PR was an exceptional experience. What initially drew me to Merge was their comprehensive approach - they laid out a detailed process from day one and executed it flawlessly throughout our engagement. Their team, spearheaded by Sophie Kaldenhoven, demonstrated remarkable preparation at every stage. From valuation to closing, they anticipated challenges, managed complex negotiations, and kept the process moving forward smoothly. Their expertise in the agency space and professional approach made a complex transaction feel manageable. I couldn't be more pleased with the outcome and would highly recommend Merge to any agency owner considering a sale.
- Ibrahim ZafarFounder & CEOLens End MediaWorking with the Merge team on the sale of my business was great. They provided a clear roadmap from the very beginning. They have deep expertise and experience in the agency space so they walked me through the process effortlessly. Selling a business isn't easy - yet Merge made it feel manageable and successful. I highly recommend them to other agency owners looking to sell.
- Mark SperaCo-FounderGrowth Marketing ProWe had an excellent experience working with Merge. The onboarding process was super smooth—they brought a lot of interesting buyers to the table and helped us navigate their intentions. Ultimately, they helped us find the right buyer for the business. We were actually really excited because we didn’t think it was possible to find someone interested in a majority buyout without acquiring the whole business, but Merge made that happen. Hannah was incredible throughout the process—super responsive, fast, and knowledgeable about deal terms and how these transactions typically work. We felt fully taken care of, and the Rolodex of buyers was really strong. I think we had around eight to ten serious inquiries, five or six highly interested buyers, which resulted in four or five LOIs, and ultimately, one closed deal. The whole process took time—as good things do—but we really enjoyed it.
- Elisabeth EdelmanFounder + CEOGolden WorldI could not have sold my PR and social media agency without Merge. I know this to be true because I tried! When I partnered with Merge, they gave me leverage I could not access when selling on my own. They helped price and list the business, connect me with loads of qualified buyers and navigate me through the sales and negotiation process. Ultimately, I sold the company at asking price and within the timeframe Merge predicted, all to a wonderful buyer who is elevating the firm.
THE FINER POINTS
(01)Facts
- Supported over 1,000 transactions.
- Expertise in small business valuations.
- Specialized knowledge of operational scalability and client retention metrics.
- Proven ability to navigate complex deal structures.
- Focused exclusively on small to mid-sized businesses.
- Deep understanding of market trends and benchmarks.
(02)Participation
- Sellers provide key transaction details, including LOI, financials, and operational data.
- Buyers actively participate in discussions and due diligence to ensure alignment and progress.
- Collaborative sessions and regular updates to align goals and clarify risks for both parties.
(03)Deliverables
- Google Workspace for file sharing and collaboration.
- Google Meet for discussions and presentations.
- PDF delivery of supporting documents and recommendations.
- Integration with accounting tools like QuickBooks Online and Xero, if needed.
- Microsoft Excel and proprietary tools for financial analysis.
(04)Tech stack
- Google Workspace for file sharing and collaboration.
- Google Meet for discussions and presentations.
- PDF delivery of valuation report.
- Integration with accounting tools like QuickBooks Online and Xero, if needed.
- Microsoft Excel and proprietary valuation tools for analysis.
(05)Timeframe
- Typically completed within 60-120 days, depending on transaction complexity.
(06)Investment
- Pricing is customized based on client needs and the scope of work.