helicopter view.

acquisition process.

We do

Client input

Start

We do

  • Buy side mandate
  • Kick-off meeting

Client input

  • Company presentation
  • Investment strategy, objectives and expected outputs of investments
  • Acquisition criteria, targets and preferences

Preparation

We do

  • Market research and strategic forecast
  • Definition of entry market strategy
  • Identification of target market players; collection, analysis, and detailing information about them
  • Selection of companies fitting the criteria (long-list)

Client input

  • Outline investment expenses budget
  • Selection of project team members and their delegated authority
01

Planning and Structuring

We do

  • Selection of the project team members with the right background and expertise
  • Approaching shareholders of the selected companies and initial negotiations
  • Short-list of available targets
  • Deal structure

Client input

  • Approval short list
02

Strategic Evaluation

We do

  • Statement of advantages and disadvantages of the investment, synergies and strategic fit, benefits and value

Client input

  • «Go/No Go» decision point
03

Financial Valuation

We do

  • Financial and risk analysis
  • Initial valuation and pricing
  • Formation of negotiation strategy

Client input

  • NDA
  • Internal financial and risk analysis informed by market knowledge, forecasts, specific industry data and projections
04

Negotiations

We do

  • Support of negotiations between the client and the shareholders of chosen company. Assistance in writing the Not Binding Offer
  • Negotiation of transaction price and terms with greatest advantage to the client
  • Draft letter of intent

Client input

  • Negotiation rounds
  • Investment decision
  • «Go/No Go» decision point
05

Due Diligence

We do

  • Recruitment and selection of Industry experts and professional advisors
  • Supervision of process (legal, financial, tax, accounting, market, HR, engineering, etc)

Client input

  • Approvalof due diligence panel
06

Closing

We do

  • Monitoring and nurturing the final negotiation of the sale/purchase contract (SPWA)
  • Participating in closing the deal

Client input

  • Final investment decisions, «Go/No Go» decision point
  • Signing the SPWA
07

Post transaction advisory

We do

  • Three months of complimentary post-acquisition support at no cost to the client
  • Assessment of opportunities for horizontal and vertical expansion
  • Strategic advice and assistance on implementation of further expansion
  • Additional fundraising and creation of strategic alliances

Client input

  • Post transaction integration
08

We do

Client input

Start

We do

  • Sell side mandate
  • Kick-off meeting

Client input

  • Company presentation
  • Sale strategy, objectives and expected results
  • Criteria, targets and preferences

Preparation

We do

  • Market research and strategic forecast
  • Definition of the sales strategy, company valuation
  • Preparation of the offering memorandum
  • Identification of the potential investors
  • Collection, analysis and structuring of business intelligence
  • Long-list selection of investors meeting the criteria

Client input

  • Outline deal expenses budget
  • Selection of project team members and their delegated authority
01

Planning and Structuring

We do

  • Selecting of the project team members with right background and expertise
  • Approaching decision makers of the selected companies and initial negotiations
  • Receiving indications of interest (short list)
  • Deal structure

Client input

  • Review initial interest
  • Approval or rejection of the offers
  • «Sell/not-sell» decision point
02

Negotiations

We do

  • Creation of negotiations strategy
  • Support of negotiations between the client and the chosen investors
  • Negotiation of transaction price and terms in order to achieve the greatest advantage to the client

Client input

  • NDA
  • Negotiation rounds
  • «Sell/not-sell» decision point
  • Selling price and terms decision
03

Closing

We do

  • Monitoring and nurturing the negotiations of the sale/purchase contract (SPWA)
  • Participating in the closing of the transaction

Client input

  • Providing final Investment decisions
  • «Sell/not-sell» decision point
  • SPWA for closing the deal
04

We deliver our services with highest focus on quality and with impressive results