Valuation & Process
We use a structured approach to sales that can unlock and drive value at each step of the process.
Preparation
- 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
Marketing the Business
- 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
Buyer Selection and Due Diligence
- 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
Closing the Transaction
- 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