1. Information Memorandum and Investor Marketing Materials

We produce information memorandum to market the transaction to a wider range of prospective buyers or investors. A high-quality information memorandum contributes significantly towards a successful transaction, enabling a better understanding of the transaction by interested parties and creating a stronger market.

2. Valuation Analysis

We conduct a valuation analysis, including a discounted cash flow analysis, trading multiples of publicly listed comparable companies and data on comparable transactions, to assist buyers and investors in determining the fair value for the transaction.

3. Data Room

We prepare a data room to enable a large number of prospective buyers and investors to conduct their due diligence on an efficient timetable. The use of a virtual data room would enhance this step.

4. Investor Targeting and Marketing

Once the above preparatory work is completed, we develop a thoughtful and high-quality list of target buyers and investors. Our partnership with Morgan Stanley gives us access to a global network of companies and investors.

5. Investor Due Diligence

We manage the due diligence process to ensure that investors receive their required information without burdening the client with unreasonable or unnecessary requests. We can assist in coordinating with our client’s other professional advisors to ensure smooth execution of the transaction.

6. Negotiations

We lead or assist in the negotiations between our client and prospective buyers and investors, advising on negotiating strategies and transaction structure, and on the commercial aspects of technical terms required in legal documentation.

7. Company Management

Whilst maximizing shareholder value, we ensure that the deal structure and process will accommodate Management’s interests (which are often overlooked) to facilitate a successful transaction.