Our Process
Institutional Rigor. Entrepreneurial Speed.
Every transaction follows a structured, transparent process designed to protect sellers and deliver certainty to buyers.
Sell-Side Process
How We Represent Founders
When you engage Cape Point as your sell-side advisor, we run a disciplined, confidential process that maximizes value and protects your legacy.
Engagement & Valuation
We assess your business, prepare a comprehensive valuation, and align on pricing strategy, timeline, and process structure.
CIM Preparation
We build a professional Confidential Information Memorandum that positions your business for maximum buyer interest — financial models, growth narrative, and operational deep-dive.
Buyer Outreach
We identify, qualify, and engage strategic and financial buyers through our proprietary network and targeted outreach.
Management Presentations
We coordinate management meetings, site visits, and Q&A sessions with qualified buyers who've expressed serious interest.
LOI & Negotiation
We manage the competitive bid process, negotiate terms, and help you select the right buyer — not just the highest bidder.
Due Diligence & Close
We manage the data room, coordinate diligence workstreams, and drive the transaction to a successful close on your timeline.
Buy-Side Experience
What Buyers Can Expect
Professional Deal Packages
Every opportunity comes with a comprehensive CIM, verified financials, and clear investment highlights. No guesswork.
Transparent Timeline
We publish deal status, process milestones, and expected close dates. You always know where you stand.
Direct Access
Management presentations, site visits, and Q&A scheduled efficiently. We respect your time and ours.
Fair Process
We run structured auctions with clear rules. Best offer wins — evaluated on terms, certainty, and cultural fit, not just price.
Active Processes
Current Deal Pipeline
Real-time visibility into where each opportunity stands. Institutional transparency that sets us apart.
Pre-Marketing
Project Ember
Project Stallion
Marketing
Project Citadel
IOI Review
No deals
LOI
No deals
Due Diligence
No deals
Closed
Project Healing
Pre-Marketing
Project Ember
Coming Soon
Project Stallion
Coming Soon
Marketing
Project Citadel
Accepting IOIs
Closed
Project Healing
Closed
Our Commitments
Promises We Keep
Initial response to all serious inquiries
All conversations protected by NDA from day one
Target timeline from engagement to close for standard processes
Ready to Start a Process?
Whether you're looking to sell your business or exploring active opportunities, we're ready to talk.