The Process:
ANALYSIS
Review of company operations, financials, strategy, positioning, strengths, opportunities, synergy potentials, etc.: review valuation expectations and transaction structures: set goals.
PLANNING
Develop the CIM (Confidential Information Memorandum), the teaser and other marketing materials; perpare the data toom; preliminary due diligence; assist owners prepare for the next steps; anticipate questions; advise on wide range of strategies; identify buyer categories and segments.
MARKETING
This customized phase can vary from a highly competitive auction like process to a very targeted buyer solicitation; finding the tight buyer; staged information delivery; targeted buyer presentations and meetings.
NEGOTIATIONS
Screen buyer candidates; review IOIs (Indication of Interest), LOIs (Letter of Intent), MoUs (Memorandum of Understanding); help priorotize and select the buyer; manage tradeoffs.
DUE DILIGENCE
Set goals and expectations with the buyer to limit the intrusive nature of due diligence; coordinate legal, accounting, and tax professionals to minimize impact on business and owner; keep everyone on schedule; advise on integration plan; participate in purchase agreement and other terms negotiations.
CLOSING
Manage last minute changes, advise on communications plan.
REACH OUT TO LEARN MORE!