Business review. In-depth review and understanding its potential. Identify transaction key features. Establish vendor’s objectives. Time frame to disposal.

Transaction structure. Define alternative ways of structuring the transaction in order to maximize investment or sale price.

Alternative business valuations. Fair price valuation through most appropriate methodology (earnings based, discounted cash flow and/or net asset valuations)

Offering Memorandum. Definition and preparation of “Offering Memorandum”. Confidentiality agreement /Non disclosure agreement (NDA).

Selection of potential investors. Definition and selection of potential investors. Pro-active research of potential buyers with the objective of producing a workable short-list for subsequent approach.

Business case presentation – “Road show”. Individual meetings with potential investors with the purpose of presenting prospective investment opportunity showing relevant information for decision making process.

Negotiations, due diligence and closing. Leading negotiation process with the aim of achieving price expectation and non price objectives. Assistance during transaction negotiations, due diligence and closing. Once agreement is reached on the terms of transaction, our firm will also manage the process through to closing, working closely with legal and other professional advisors.

Management Buy Outs

Business review. In-depth review and understanding its potential. Identify transaction key features. Establish vendor’s objectives. Time frame to disposal.

Financial advice. Feasibility study. Interface. Contacts with funding.

Initial negotiations. Confidentiality agreement. Vendor’s objectives. Price. Agreement on basic terms.

Business plan. Viability/ threats analysis. Financial model. Management appraisal.

Funding structure. Equity investors (EI) & Debt investors (DI).

Negotiation of terms. Select prospects. Presentations. Initial due diligence.

Selection of investors & debt providers. Asses offers, consider price, debt mix, equity, management shares, letters of terms.

Offer presentation. Final selection of equity and debt providers. Presentation of offer with financial backing and further negotiations until closing.