SERVICE OVERVIEW
Service at a glance
- Who this is for
- Companies considering an investment, acquisition or joint venture, and sellers needing preparation or negotiation support.
- How we can help
- Candidate selection, business valuation and financial analysis, due diligence, negotiations, and preparation for agreements and execution.
- Pricing & conditions
- No fee is published. Please discuss the required scope and conditions with us.
- Discuss your needs
Tell us your objectives, target industry and current stage of considering an investment, acquisition or joint venture.
Discuss M&A
Detailed scope and conditions
OUR SUPPORT
How we can help
- 01
Identification of investment and acquisition candidates
- 02
Joint-venture and capital-partnership planning
- 03
Business valuation and financial analysis
- 04
Support for due diligence
- 05
Practical support for negotiations and transaction preparation
Prepare for an acquisition or joint venture
We help organise candidate selection, valuation, due diligence and the commercial terms of a proposed transaction. The work begins with your objectives and the information needed to assess the opportunity.
Move toward agreement
Support can include communication with counterparties, coordination of the review process and preparation for contract negotiations and execution. The scope and the professionals required are considered for each assignment.
01BUY-SIDE ADVISORY
M&A and joint ventures: steps for a buyer
We support negotiations relating to acquisitions, equity participation, joint-venture formation and the dissolution of existing partnerships. Work is organised in stages, from the basic acquisition criteria to candidate selection, review and contracting.
PHASE 01Criteria & candidates
Confirm the basic criteria for an acquisition target.
Prepare a shortlist of potential targets.
Make an initial approach without disclosing the prospective buyer’s identity to establish the candidate’s interest.
PHASE 02Disclosure & valuation
Enter into a non-disclosure agreement (NDA).
Agree a non-binding memorandum of understanding or letter of intent.
Prepare a business or share-valuation report.
PHASE 03Review & agreements
Proceed with legal, accounting, tax and commercial due diligence.
Prepare and enter into a share purchase agreement or joint-venture agreement and proceed toward completion.
02SELL-SIDE ADVISORY
M&A and joint ventures: support for a seller
We support the selection of prospective buyers, information disclosure, comparison of offers, negotiations and closing. Alongside the buyer’s due-diligence process, we help organise the seller’s valuation position and the commercial terms under discussion.
PHASE 01Candidates & initial approach
Discuss and shortlist potential buyers, including strategic and financial investors.
Approach candidates with a teaser outlining the business and its outlook.
Enter into an NDA or confidentiality agreement (CA).
PHASE 02Disclosure & offer comparison
Prepare an information memorandum (IM), financial projections and management presentations, and support data-room preparation.
Disclose information on business strategy, industry conditions and sales or production plans at the appropriate stage.
Compare initial and non-binding offers and select candidates for the next stage.
PHASE 03Review, negotiation & closing
Coordinate the work of relevant advisers and support due diligence and responses to buyer questions.
Consider suitable financial and corporate structures for the transaction and negotiate valuation and economic terms.
Enter into the joint-venture or share purchase agreement and support closing.
03INVESTMENT OPPORTUNITIES
Introducing prospective investment candidates
Based on your investment plan, we support candidate selection, confirmation of interest in equity participation or business partnerships, and initial negotiations. Ongoing candidate searches can also be discussed under a monthly arrangement.
Discuss your investment plan
LET’S TALK
Discuss an acquisition or joint venture
Tell us your objectives, target industry and current stage of considering an investment, acquisition or joint venture.
Discuss M&A↗