Scope of Advisory Services
From First Mandate to Closing Day — What Queenston Does for You.

Advisory and coordination services organized into five documented phases — each defined, each accountable, each reflected in your engagement letter. Queenston does not provide legal, tax, accounting, or regulatory advice; those are coordinated through specialized professional counsel.

01
Strategy
Transaction Strategy & Preparation
  • Business review & positioning
  • Transaction strategy & timeline
  • Anonymous Fact Sheet & CIM
  • Indicative valuation
02
Approach
Market Approach & Purchaser ID
  • Identify & qualify purchasers
  • Controlled confidential outreach
  • NDA coordination
  • Meetings & EOI review
03
Negotiate
Negotiation Phase
  • LOI solicitation & review
  • Valuation & structure advice
  • Commercial terms negotiation
  • Deal structure counsel
04
Diligence
Due Diligence & Financing
  • DD process coordination
  • Confidential info exchange
  • Financing discussions
  • Cross-party facilitation
05
Close
Legal Documentation & Closing
  • Documentation framework
  • Legal counsel coordination
  • Closing condition management
  • Trust account disbursement
PRACTICE · SELL-SIDE
Sell-Side Advisory
Confidential Representation for Sellers.

The decision to sell a business is, for most owners, the largest financial decision of their working life. It deserves an advisor whose sole job, on that transaction, is to represent the Seller.

Queenston's sell-side practice runs the full process — confidential preparation, indicative valuation, qualified buyer outreach under anonymous Fact Sheet and CIM, negotiation, due diligence coordination, and closing through a designated trust account. Every stage is led personally by Martin‑Luc Derome under written confidentiality.

Begin a sell-side conversation
What's included
Indicative Valuation
Internal Queenston methodology
Anonymous Fact Sheet & CIM
Identity-protected materials
Qualified Buyer Screening
NDA-bound, escrow-committed
LOI & Deal Structure
Price, terms, retention, deferred
Due Diligence Coordination
Across legal, financial, tax
Trust Account Closing
Funds disbursed through Queenston Law Firm
PRACTICE · BUY-SIDE
What's included
Acquisition Criteria
Industry, geography, size, structure, timing
Buyer Profile Preparation
Anonymous profile for Seller introductions
Target Identification
Proprietary outreach to qualified Sellers
Qualification & Introduction
Discreet, NDA-bound discussions
LOI & Negotiation
Valuation, structure, terms, conditions
Diligence & Closing Support
Through definitive agreement and wire
Buy-Side Mandates
Structured Advisory for Acquirers.

A serious acquisition is not a transactional event — it is a structured process. Queenston works with qualified Buyers to clarify what they're looking for, identify suitable targets, qualify counterparty interest, coordinate confidential introductions, and support negotiations through close.

Buy-side engagements are retained mandates with clearly defined acquisition criteria, geographic and industry scope, and timing expectations. Every Buyer Queenston represents must be capable of executing and operating — with credible capital, governance, and operating capacity.

Begin a buy-side mandate
ADDITIONAL PRACTICE AREAS
Beyond Sell-Side and Buy-Side
Execution.
Business Valuation
Independent valuation analysis

Net Annual Recurring Revenue, Gross Revenue, or Normalized EBITDA — to support transaction planning, succession, financing, and strategic review. Delivered before any market process begins.

Transition & Succession
Long-horizon ownership planning

For owners considering an eventual transition — often years before any transaction. Includes client communication strategy, staff transition, technology migration, and key-person risk assessment.

Transaction Preparation
Materials & documentation

Preparation of Confidential Information Memoranda, anonymous Fact Sheets, management presentations, financial normalizations, and the supporting materials qualified counterparties expect.

Buyers. Sellers. Both sides of every table.
One team. One commitment.

Every mandate begins with Queenston's Confidential Mandate Questionnaire — a 9-module intake ensuring every transaction is built on complete, verified information from day one.

Schedule a Private Inquiry