How to choose your investment bank for an M&A operation

Investment banks are the brains behind any merger or acquisition. They identify potential candidates, negotiate on behalf of their clients (the companies involved in a deal), and offer financing advice if needed to close out an agreement with ease

The investment banker’s job doesn’t stop at just finding great Deals though- it also includes communicating these offers through many channels so that everyone knows what’s going down!

These days, it’s not enough to just have an excellent product. You also need the right bank for your needs– one that has long standing experience in mergers and acquisition transactions as well as a successful track record of them! So what are some things you should look out for when recruiting investment banks? Here we’ll offer four helpful tips on how best select from among all those available options: 

1. Do your homework

The first step is to conduct a thorough review of the investment banks that operate in your industry. This research will give you a better understanding of their strengths and weaknesses, as well as their areas of expertise. Once you have a shortlist of potential candidates, reach out to each one and request information on their past deals, including both completed and failed transactions. This will give you valuable insights into their negotiating style and decision-making process. Remember, you’re looking for an investment bank that has a proven track record of driving value for its clients through successful M&A transactions. 

2. Consider their fees 

Fee structure matters : It’s important to consider the fee structures of investment banks before making a decision. While it may seem tempting at first glance, remember that you get what you pay for – even if your choice is cheaper than other options available on offer from different providers with higher rates.

There are many banks in this industry, so it’s important to do your research before choosing one. A lower fee may mean that the investment bank isn’t as experienced or doesn’t have all of those resources necessary for comprehensive coverage throughout every step during processing- ultimately you want an expertise firm with good value without compromising quality service!

3. Pay attention to chemistry 

The relationship between an investor and their investment bank is a critical one, so it’s important to make sure that there is good chemistry between you and the team that will be working on your account.The investment bankers should be listening to your needs and concerns with an open mind. If they seem uninterested or apathetic, it may not be worth dealing with them further since there is no guarantee that this individual will work hard enough on behalf of you in order to achieve what’s best for both parties involved. You want someone in this industry that will always put your best interests first, and work hard on making sure things go smoothly with them too!

4. Get references 

Once you’ve narrowed down your options, take the time to speak with references from each of the shortlisted firms. This is an excellent way to get a feel for what each firm has in store. You’ll be able to read reviews from current clients who have had successful experiences with them, as well as learn more about how long it typically takes turnaround time on projects or various pricing packages available through this company’s service offerings. Be sure to ask lots of questions about both the positive and negative aspects of working with each firm, as this will help you make an informed decision about which one is right for you. 

When you’re looking for an investment bank to help with a merger or acquisition, there are many factors that go into the decision. You need one who has experience in this field and can be trusted absolutely 100% – but at what cost? It’s difficult enough choosing between banks without considering price-setters like salary demands (which could make things more expensive) as well as their expertise/willingness towards working on deals outside typical banking territory. By following these tips, you can be confident that you’re selecting an experienced and reputable firm that will help you drive success throughout the entire process.

5. Discover Collaboration Capital

At Collaboration Capital, we work with more than 10 000 clients, both on divestiture and acquisition projects. We meet our clients’ needs thanks to the tools we have developed: an artificial intelligence engine that allows us to reference your targets. This engine allows us to extract and qualify companies, which do not necessarily publish their accounts and on very precise activities

Consequently, our artificial intelligence engine allows us to find all the target companies with precise characteristics, according to your external growth criteria. 

Secondly, we specialize in bringing people together, thanks to our project management team, which is there to accompany you, to identify executives, approach them, and set up a conversation by presenting them with an opportunity.

If you are yourself looking for acquisition or disposal opportunities, join the platform and create your search !


Investment banks are the backbone of any merger or acquisition. The right one can help you find a deal, structure it so that both parties get what they need from this transaction and make sure everything goes smoothly without too much hassle for either party involved.

We all know how stressful M&A deals tend to be – who wants another soulless corporate headquarters installation? But there is hope! By doing our due diligence when choosing an investment bank (looking at fees; paying attention if chemistry works out), and by obtaining references on their work from other clients before making your final decision, we will not only ensure your success but also keep your peace of mind.