Each Step to a Successful Sale

Phase 1

STEP 1  •  Analysis and crafting the story

• The process starts with an understanding and comprehensive analysis of your business capabilities, market insights and current and forecasted M&A trends.
• We work closely with you to assess your company's current strategic, financial and operational status, identifying its unique selling points – key strengths that will be highlighted to potential buyers.
• From these strengths, we craft a compelling equity story, which serves as the foundation for all necessary materials for a successful process: a brief and anonym teaser, a more detailed IM (Information Memorandum, also called as CIM) and a financial plan.
• We also provide an initial valuation of your company.
• We work quickly to structure and customize the entire transaction process, identifying potential challenges early on. Our goal is to avoid surprises and ensure that the process runs smoothly. A so-called process letter may be prepared and used to give an ideal pace for the transaction.

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STEP 2  •  Drafting the investor list and finding your perfect match

• Always a key step to draft the ideal buyer and/or investor profile, deriving from the companies’ strengths, the M&A dynamics and market trends.
• Based on the jointly agreed profiles, we also develop a long list of potential well-fitting strategic or financial buyers.
• The acquisition rationale, the predicted synergies, your strategy, company culture and financial characteristics will all together shape the personalized messages and way of approach.

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Phase 2

STEP 3  •  Contacting potential buyers

• A crucial part of any M&A process is the right approach to your selected investors. With years of experience and a broad international network, we ensure your teaser – showcasing your company's strengths, growth potential, and investment case – reaches the right investors.
• We also safeguard your confidential information through signing NDAs and handle the organization of initial meetings.
• Crafting and delivering impactful management presentations ensure your messages resonate with potential investors. A great pitch can make or break it. Even the smallest details can influence the success of a deal, and we make sure they work in your favour.

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STEP 4  •  Managing the negotiations

• As your dedicated advisor, we fully support you during the Q&A phase, by addressing their inquiries and providing the necessary information to ensure they fully understand the investment opportunity.
• If it aligns with their interests, they submit a Letter of Intent (LOI) which we carefully assess and negotiate the terms to identify the most suitable partner for your business.
• We create a structured environment that enhances your negotiating position and ensures that the final agreement aligns with your goals and maximizes the value of your business. Usually, the goal is to create a competitive process where more bidders are willing to acquire the company.

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Phase 3

STEP 5  •  Due diligence process

• Once an investor is selected (or in some cases, more investors) and the LOI (or term sheet) is signed, the next step is a thorough legal, financial, tax, technical (and so on) due diligence.
• Our team also helps you – well ahead – to prepare for this, set up the virtual data room and smoothen the whole due diligence process.
• Given the close cooperation we had in the past months, the deep understanding of your operation, financials and other key areas, we should not expect any surprises in a due diligence process.

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STEP 6  •  Deal documentation, closing and celebration

• We guide you through the final negotiations (including SPA / SHA) ensuring you secure the best possible deal aligned with your goals. We cooperate with the lawyers; tax advisors involved and guide the process towards the awaited closing.
• At this critical stage, extensive experience is invaluable, as even minor missteps – such as poorly negotiated clauses or unfamiliarity with key terms – can result in worse overall position than expected.
• Hundreds of closed deals, lessons learned helps you navigate these complexities with confidence. Our support extends all the way to the final stages of the signing and closing, including the necessary approval (competition clearance, FDI approval process etc).