1. Finding The Opportunity

In many cases, our clients contact us after they have identified or made contact with a potential acquisition opportunity. Other times, we select appropriate opportunities from our deal flow to share with our clients.

2. Evaluate The Deal’s Strategic and Financial Rationale

We produce a strategic analysis to evaluate the strategic and financial merits of the opportunity including questions such as:

• Would the acquisition help our client gain market share, new brands or products, or new customers?
• How does this target compare to other similar companies in the industry in terms of business, financial performance and valuation?
• What would be the expected financial impact on earnings, return on equity and investor relations of the acquisition on our client?
• Are there alternative acquisition targets which may be more attractive?

3. Valuation Analysis, Capital Structure and Financing Strategies

We produce a comprehensive valuation analysis to evaluate the appropriate price for the acquisition and provide advice on the optimal capital structure and financing strategies for the acquisition.

4. Acquisition Financing

We can define a financing package for the acquisition which may include equity, mezzanine and debt capital, and assist in securing the requisite financing from our wide network of institutional investors and banks.

5. Negotiations

We lead or assist in all aspects of the negotiations between our client and the owners or vendors of the acquisition target.

6. Company Management

In addition to maximizing shareholder values, we ensure that Management’s interests are aligned for a successful transaction.