Our Value Proposition
We typically advise our clients when they face the following situations:
("Sell Side")
("Capital Raising")
("Buy Side")
("Special Sits")
Advisory Services
Full / Partial Sale
Mergers / Partnerships
Typical Client Moment
"I don’t have a successor and need to sell my business. What should I do?"
"I was invited to partner with another company. How much is my business worth? How much is my partner’s business worth?"
Process Phases:
Learn the details of the Company Sale Timeline.
Understanding the company’s sector, operations, business model, finances, and accounting
Development of the investment thesis
Identification of potential investors
Preparation of outreach materials (teaser, NDA, CIM)
Contact with selected potential investors
Teaser distribution
Negotiation of Non-Disclosure Agreements (NDAs)
Distribution of the Company Information Memorandum (CIM)
Interaction with potential investors: Q&A, presentations, in-person meetings, etc.
Receipt of indicative offers
Selection of finalist candidate(s)
Coordination of the information flow for operational, tax, legal, financial, accounting, labor, environmental, and other audits conducted by the finalist(s)
Coordination of meetings with management and organization of site visits
Support in negotiating the terms of the final transaction documents: shareholders’ agreement, purchase and sale agreement, or investment agreement, as applicable
Support in the preparation of the final transaction documents together with external legal advisors
Follow-up and monitoring of the transaction closing procedures.
