Mergers & Acquisitions
Sales
BUSINESS ANALYSIS
- Analyze profitability, cash flow generation and financial condition
- Review business plans and opportunities
- Identify business’ strengths, weaknesses, and contingencies
VALUATION
- Prepare projections that capture business potential
- Determine range of values using recognized methodologies
TRANSACTION STRUCTURING
- Partial or total sale
- Existing Shares, equity injection, assets or a mix
- Identify assets to be excluded from scope of transaction
MARKETING
- Determine marketing strategy
- Prepare marketing material
- Identify and contact potential buyers at senior level
BUYERS’ EVALUATION
- Prepare data room and management presentations
- Monitor investigation of business by buyers
NEGOTIATIONS
- Negotiate financial terms including price and options
- Assist in drafting of contracts including representations and warranties
DUE DILIGENCE & CLOSING
- Monitor due diigence by buyer
- Arrange closing and transfer of funds
Acquisitions
IDENTIFICATION OF TARGET
- Assist client in screening potential acquisition candidates
- Together with client, rank targets by order of interest
APPROACH OF SELLER
- Contact potential seller at senior level
- Assess its willingness to release information
- Sign confidentiality agreement
TARGET ANALYSIS
- Analyze profitability, cash flow generation and financial condition
- Identify business’ strengths, weaknesses and contingencies
VALUATION
- Identify potential synergies with client’s operations
- Determine range of values using recognized methodologies
TRANSACTION STRUCTURING
- Partial or total acquisition; shares or assets
- Identify assests or business to be excluded from the transaction
OFFER
- Assist client in screening potential acquisition candidates
- Together with client, rank targets by order of interest
NEGOTIATIONS
- Negotiate financial terms including price and options
- Assist drafting of contracts including representations and warranties
DUE DILIGENCE & CLOSING
- Establish due diligence procedures
- Arrange closing and transfer funds
Joint Ventures
BUSINESS ANALYSIS
- Analyze profitability, cash flow generation and financial condition
- Review business plans and opportunities
- Identify business’ strengths, weaknesses, and contingencies
VALUATION
- Prepare projections that capture business potential
- Determine range of values using recognized methodologies
IDENTIFICATION OF POTENTIAL PARTNER
- Screen potential candidates and rank them by interest
- Determine marketing strategy
APPROACH OF CANDIDATE
- Approach candidate at senior level
- Sign confidentiality agreement
- Present marketing material and business plan
PARTNERS’ CONTRIBUTION
- Assess compatability of corporate culture
- Visit operation of prospective partner
- Assess partner’s contribution to Joint Venture
NEGOTIATIONS
- Negotiate financial terms including price and options
- Agree on joint business plan
- Negotiate terms and conditions of shareholders’ agreement
- Assist drafting of contracts including representations and warranties
DUE DILIGENCE AND CLOSING
- Establish due diligence procedures
- Arrange closing and transfer of funds
