Valuation & Process

We use a structured approach to sales that can unlock and drive value at each step of the process.

Discuss goals and objectives of management
Prepare the business for the sale and pre-sale due diligence
Develop understanding of the company’s business model, competitive position and corporate functions’ allocations
Identify potential obstacles to sale and deal with them directly and upfront
Analyze strategic rationale for various buyer/investor groups
Assist management in developing and diligence finances (historical and projected)
Compile and review data room information
Prepare detailed valuation analysis to assist buyer/investor evaluations

Create executive summary and prepare the confidential information memorandum
Finalize list of potential buyers/investors and analysis of buyers/investors and analysis of buyer-specific synergies’ opportunities labor considerations
Direct calling on potential buyers at C-suite level
Distribute information memoranda to approved parties
Develop management presentation
Field inquiries from interested parties to minimize disruption to the company
Assist in evaluating letters of interest and qualifying buyers/investors
Arrange value with management for qualified parties
Facilitate flow of information to prospective buyers/investors

Assist the company in soliciting and evaluating bids
Evaluate price, structure, non-cash consideration, potential synergies and conditions set by buyers/investors
Evaluate buyers/investors’ financial capability to close transaction
Assist where applicable in drafting labor business case and related documentation and begin negotiations

Manage final due diligence process
Assist in negotiation of definitive purchase and sale and other ancillary agreements
Assist in structuring and closing the transaction
Continue to assist in preparing information to be utilized in labor negotiations
Ensure timely follow through and settlement of any post-closing obligations