Portland, Oregon Mergers, Acquisitions & Investment Banking

Portland, Oregon

Deal Capital is a private investment bank serving middle market-cap businesses in Portland, Oregon and Vancouver, Washington. With extensive experience advising companies generating between $1 and $100 million in revenue, our firm is recognized as a trusted M&A advisor throughout the Pacific Northwest. We provide confidential representation to private business owners seeking to grow, expand, or divest their business and personal holdings through strategic mergers and acquisitions.

Many of our M&A advisors are entrepreneurs themselves and have helped hundreds of mid-market companies through successful exits. We offer a wide range of financial advisory services tailored to each client’s goals, including:

Company Sale
Corporate Restructurings
Business Valuations
Buy & Sell-side Mandates
Management and Corporate Transition Consulting
Corporate Finance
Deal Structuring
Corporate Recapitalization

In partnership with our Seattle office, we support business owners through the often emotional and financially significant process of exiting their company. For many, the sale of a business is the largest liquidity event of their lives. That’s why early and frequent consultation is essential—ensuring businesses are well-prepared when the right opportunity to sell arises.

With over $1 billion in completed transactions, Deal Capital offers the combined strength of a proven network and a commitment to delivering customized, expert-driven solutions for every client. No matter your business structure or industry, we are ready to help you succeed.

Our M&A Process

01. Strategic Planning

Define the company’s long-term vision and determine how mergers or acquisitions align with overall business goals.This step sets the foundation for identifying the right type of transaction and desired outcomes.

02. Assess Financial Readiness

Evaluate current financial health, cash flow, and capital structure to determine the ability to support a deal.This may involve internal audits, valuation analysis, and preparing financial documentation for transparency.

03. Align M&A Criteria

Establish clear parameters such as industry focus, size, location, and cultural fit for potential deals.Having defined criteria streamlines the target identification process and improves strategic alignment.

04. Research Target Industry

Analyze market dynamics, competition, regulatory environment, and emerging trends within the target sector.This research helps to identify risks and growth opportunities that could impact the deal’s success.

05. Target List Building

Develop a focused list of high-potential acquisition targets or prospective buyers based on strategic fit.The list is often prioritized based on financial performance, market position, and synergy potential.

06. Target Outreach

Initiate confidential contact with selected targets to assess interest and explore potential deal scenarios.Initial communication is typically discreet and may involve intermediaries to protect confidentiality.

07. Engage Targets

Begin meaningful conversations to evaluate strategic alignment, cultural compatibility, and mutual goals.This stage helps determine whether to proceed to more formal negotiations.

08. Letter of Intent (LOI)

Draft a non-binding agreement that outlines the basic terms, structure, and timeline of the potential deal.The LOI signals serious interest and sets the stage for due diligence.

09. Due Diligence

Conduct a comprehensive investigation into the target's financials, operations, legal matters, and risks.This step is critical to validating deal assumptions and avoiding post-transaction surprises.

10. Closing

Execute final agreements, obtain necessary approvals, and complete the legal and financial components of the deal.This includes signing of contracts, transfer of funds, and formal deal announcements.

11. Target Integration

Align systems, processes, teams, and cultures to ensure smooth operational and strategic integration post-deal.Successful integration maximizes value creation and helps realize synergies from the transaction.

Portland Investment Bank

Experienced business professionals understand that transitions often involve many small yet critical decisions that can significantly impact success. At Deal Capital, we help clients in Portland strategically align their decisions to maximize value and minimize risk throughout the process. From financial and legal considerations to tax and operational complexities, our team is there every step of the way.

Our focus goes beyond simply completing transactions—we help you optimize them. Whether you're selling a business, and need to prepare it for top-dollar valuation, or looking to acquire the right company in Portland’s active financial market, we work closely with our partners to ensure the best possible outcome. We also guide you through the legal and tax framework to help you retain more of your earnings.

If you're seeking an advisory firm that combines deep local insight with the reach of an international network, Deal Capital offers the expertise and resources to support your goals. Contact our Portland office today to start your transition on the right track.

Portland, Oregon

Portland Investment Bank

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