|
|
| |
Strategic Analysis |
Preparation/
Marketing |
Negotiations/
Due Diligence |
Closing |
 |
- Evaluate current and projected financial performance
- Evaluate transaction alternatives
- Develop valuation framework
- Develop transaction strategy
|
- Prepare Descriptive Memorandum / Management Presentation
- Identify/contact potential buyers/execute CA
- Hold Mgmt. Presentations
- Solicit letters of interest
|
- Structure offer to value-maximize and risk-minimize
- Evaluate offers with respect to financial and operational
implications
- Company/Buyer diligence
- Solicit final term sheets from interested investors
|
- Finalize transaction terms
- Assist in completing investment documentation
- Draft all legal documents
- Close transaction
|
 |
- Determine key value drivers
- Clarify owners’ and management’s goals
- Challenge projection assumptions to ensure credibility with
strategic or financial buyers
|
- Leverage industry knowledge and contacts to identify appropriate
buyers
- Properly communicate key value drivers, synergies, and growth
potential
- Create competitive process
|
- Evaluate transaction structure and buyer’s ability to
execute transaction quickly
- Effectively manage due diligence process
- Determine net value to shareholders
|
- Facilitate final documentation process among all professionals
- Ensure contract reflects deal terms
- Expedite closing
|
| 2-4 weeks |
4-8 weeks |
6-8 weeks |
4-8 weeks |
|
