Buy-Side Process
Development
Going to Market
Closing
Phase I: Preparation
Phase III: Initial Contact
Phase V: Offer & Execution
• Kick-off meeting to discuss ideal prospective partners (“prospective targets”) based on our established buying criteria. • Clearly articulate the buy-side process with the deal team to ensure we’re all working towards an effective and timely execution. • Extensive research on the market to fully understand the dynamics driving M&A transactions.
• This involves confidentially contacting approved potential targets using a one-page teaser. • Conduct phone interviews to gauge viability of prospective target. • Once interest has been indicated and confirmed, a mutual NDA is executed. • Simultaneously, ZG organizes an introductory call between the Buyer team and the prospective target. • Profile interested targets based on fit, interest, and transactional ability.
• Develop term sheet based on valuation and optimal price and optional deal structure. • Once a term sheet has been submitted, ZG provides input and recommendations as we evaluate offers and negotiate deal structures, leveraging ZG’s deep repository of industry- specific knowledge, surveys and data. • ZG manages the request and distribution of additional information (RFI) through the data room. been signed, ZG assists in coordinating reviews with legal representatives and prospective buyer. • Buyer’s legal team will assist with review and negotiation of the purchase agreement, employment agreements, etc. • Once an LOI or IOI has
• Utilizing Zweig Groups Phase II: Identifying The Universe of Prospective Targets
Phase IV: Further Contact & Information Gathering
proprietary database along with research. potential targets based on our established buying criteria and fit. • Identify the right contact within the firm. • Secondary source data collection. • Develop an extensive list of
• ZG maintains communication with potential targets. • Selection of short list of qualified targets then conduct company visits and management interviews. • ZG manages the request of additional information (RFI). • Valuation and financial analysis based on current market trends and industry specific deal dynamics
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