OUR SERVICES
Core Services to Acquirers
- Evaluate and Refine Client Objectives
- Identification & investigation of potential targets
- Controlled approach & introductions
- Development of indicative offer
- Negotiation to acceptance
- Agreement & Heads of Terms
- Due Diligence & Legal Documentation
- Funding Issues
- Completion
Evaluate and Refine Client Objectives
- Establish client's priorities
- Explore 'test case' targets to refine brief
Identification & investigation of potential targets
- Review and evaluation of known situations and companies
- Research on new companies in same or related sectors
- Financial and commercial review of potential partners
- Identify shareholders and decision-makers & vested interests
Controlled approach & introductions
- Identify priorities of both parties
- Establish expectations and objectives of initial meeting
- Table discussion items and agenda
- Obtain information to facilitate progress at first meeting
- Arrange and attend meeting
Development of indicative offer
- Provide client with observations on key features in deal
- Provide innovative approach in construction of offer
- Evaluate and prioritize elements of offer cash & non-cash consideration/ preservation of staff & founder values I ongoing commitments/obligations I
- Timetable Identify potential liabilities - 'check the downside'
Negotiation to acceptance
- Provide line of communication between parties
- Maintain momentum in discussions
- Identify and address underlying interests of parties
- Offer solutions to bridge differences & address unmet goals
- Refresh dialogue in event of stalemate
Agreement & Heads of Terms
- Focus on completeness and simplicity of Heads of Terms
- Ensure intentions and expectations are clarified in document & understood by both parties - to avoid misunderstandings
- Work to ensure misunderstandings are cleared early
- Obtain satisfactory Exclusivity Clause
- Identify potential deal-breaking factors & discuss how to prevent occurrences
Due Diligence & Legal Documentation
- Due diligence report and preparation of legal documentation (provided by appointed accountants & lawyers)
- Provide assistance with interpretation of DD findings and address issues arising in DD or legals
- Provide ongoing support to client to maintain dialogue
Funding Issues
- Assist with presentations to shareholders & bankers as required
Completion
- Best efforts to ensure all parties adhere to agreed timetable
