Our Process

Target Identification and Screening

Screening is a structured process which includes defining acquisition objectives and creating a pool of private equity and corporate strategics who we usually have deep relationships with.

Due Diligence

During M&A due diligence, we gather the information you will need to understand the risks, develop a workable deal structure, and push the value of most recent transaction comps. Effective due diligence helps validate and update assumptions made during screening and can help the acquirer develop a more informed negotiating position which helps the sell side. We push for the high end of current valuation.

Transaction Execution

is one of the more complex and technical phases of the M&A process. This is when the deal structure and valuation are finalized, and the agreements between the parties are executed. Having competent financial, tax, accounting and legal advice can go a long way to help better understand and potentially avoid unnecessary risks and position the organization to better achieve the objectives of the transaction itself. This phase concludes with a merger or acquisition agreement. Theprocess is more complex in cross-border transactions.

Divestitures

Divestitures aren’t just mergers in reverse. They are complicated transactions that can include carve-outs, spin-offs, liquidations, split-offs and transactions. We’ve seen it all. As such, we can assist you and add significant value in this phase of your global business merger or acquisition strategy.