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Your Acquisition Journey In addition to the roadmap, there will be phone calls, video meetings and in person meetings, all of which will be managed by a member of the Buy Side Advisory team.
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NDA & INFORMATION REQUEST
CLIENT PROFILE, DEAL SPEC AND QUALIFICATION
CLIENT ONBOARDING
OFFER SEQUENCING
DEAL ORIGINATION
VALUATION
We originate on and off market deals from brokers, letters, email campaigns, our network, and M&A specific deal origination platforms.
This process involves: NDA, T&C’s, contract, AML documents, and your first invoice.
We request specific information post- NDA to evaluate the company, to guide you to a decision.
Financial & Commercial valuation with deal structures put together which we present based on your deal specifications and debt requirements.
We create, on average,4-5 different offers based on prices and structures.
This is where we build an idea of the target company and learn more about your goals.
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SHARE PURCHASE AGREEMENT
DEBT INTRODUCTIONS AND SOURCING (if required)
INDICATIVE OFFERS SENT
HEADS OF TERMS
Signing
COMPLETION
DUE DILIGENCE
Offers sent to the seller until accepted. Indicative offers include: Enterprise Value, Working Capital Deal Structure, Deferred Consideration, and Target Completion Date
At this point, we introduce a lawyer.
Although we can’t provide debt advice, we can introduce you to lenders and debt advisors if needed.
We assist with closing protocols and documents for a smooth handover period.
Handover of Financial and Legal for Due Diligence to be completed on the target company. Deal team to manage due diligence process working with legal and financial analysts.
A 70-80 page document we work on with your lawyer to set the overall terms of the transaction. At this point, we are also running more financial models and cash flow forecasts to make sure the deal still works prior to completion with debt, etc.
Signed heads mean we have exclusivity on the deal for three months (typically).
Ready to start your journey? Lets talk, reach out and we will arrange a call to show you how this will work for you and your business.
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