Kessler & Brandt Sell-Side M&A · Chicago

Discovery call · Engagement memo · 30 minutes

Tell us about your liquidity event.

A 30-minute discovery call with Marcus. Tell us your company size, your retirement timeline, and whether you are exploring a sell-side or holding an unsolicited offer. We will respond within four hours during Chicago business hours.

Engagement Memo Template · Sample

Engagement Memo

From Marcus Kessler · Founding Partner To Prospective owner Re Sell-side mandate proposal · 30-min discovery call Date On request

What every engagement memo covers: process scope (sell-side / buy-side / readiness), retainer structure, fee staircase tiers, exclusivity terms, and the deal-portal access timeline. We deliver this memo within four business hours after your discovery call.

— Marcus KesslerFounding Partner · FINRA Series 79 / 63 · CRD #6314298

FINRA disclosure — Securities-related services are offered through Kessler & Brandt Advisors LLC, a registered broker-dealer (CRD #6314298). Marcus Kessler holds FINRA Series 79 and Series 63. M&A advisory engagements are subject to written agreement and applicable broker-dealer affiliation. This page does not constitute an offer to sell or a solicitation of an offer to buy any security.