Buy-Side M&A Advisory

Our role is multifaceted and tailored to meet your specific needs and objectives. We help you run a comprehensive and disciplined process, which can involve thorough research to map an industry and geography or reaching out to predetermined targets specified by you. Regardless of the approach, we always conduct our research, prepare meticulously, and study our clients' objectives to ensure alignment with their strategic goals.

We assist in coordinating due diligence efforts with external advisors, such as lawyers, accountants, and other specialists, to ensure a thorough evaluation of the target. Our team manages interactions and negotiations with the target, leveraging our expertise to achieve favorable outcomes. We create detailed valuation models that consider both the current value of the target and the potential synergies that could be realized through the acquisition.

Our support extends to developing Letters of Intent (LOIs) and other offer documents, providing guidance on the strategic and financial aspects of the offers. We also stand by your side during contract negotiations, helping to navigate the complexities and secure terms that align with your interests.

Our work spans the entire acquisition process, from determining your strategy and contacting potential buyers to the final exchange of assets and stock for the transaction purchase price. Our goal is to be your trusted advisor throughout, ensuring a smooth and successful acquisition that meets your strategic objectives.

The acquisition process starts with the preparation and research phase, during which our team diligently aligns with the client's strategic objectives, financial criteria, and interest in potential targets. In some instances, our involvement extends to identifying suitable acquisition targets, leveraging our expertise in market analysis.

Proceeding to the execution phase, our investment bank spearheads the negotiation of terms, deal structuring, and the facilitation of communication among all stakeholders. This crucial phase addresses the myriad of legal, tax, and regulatory considerations, tailored to align with the client's ambitions while strategically minimizing risks.

As we move towards the closing phase, our focus shifts to finalizing the transaction details, ensuring regulatory compliance, and orchestrating a smooth transfer of ownership.

Throughout this entire process, our investment bank acts as a trusted advisor, leveraging a comprehensive and disciplined strategy to provide strategic insights and expert execution at every step.

For a thorough due diligence process during an acquisition, we recommend engaging with a diverse team of advisors:

• Accountants: Indispensable for reviewing financial information and assessing tax implications. They provide a comprehensive examination of the target's financial health and regulatory compliance.
• Legal advisors (lawyers): Play a critical role in scrutinizing contracts and legal documents and performing legal due diligence to uncover any potential legal issues. They are vital in negotiating the acquisition terms and ensuring all transaction aspects are legally sound.
• Environmental advisors: Essential when the target's operations pose environmental risks. They assess compliance with environmental regulations, potential liabilities, and the sustainability of business practices.

In addition to these specialists, we may involve other advisors like insurance experts, strategy consultants, labor experts, to name a few, depending on the specific needs of the transaction. Each brings specialized knowledge that addresses various aspects of due diligence, ensuring a comprehensive evaluation of the target company.

We typically charge for our services through a combination of retainers or milestones and success fees contingent on the closing of a transaction.

Retainers or milestones are paid at the outset of the engagement to secure our services, covering initial costs and demonstrating the client's commitment and an equitable sharing of risk.

The success fees are typically structured as a percentage of the deal value or a fixed fee depending on the type of acquisition transaction.