Advisory Services

Our process begins by fine-tuning the characteristics of an ideal acquisition target, aligning them with our client's specific criteria. This includes developing a targeted search strategy that leverages our extensive relationships, industry event presence, and global reach. Simultaneously, we conduct rigorous acquisition screening to assess potential target profiles for suitability from a strategic, financial and cultural perspective. Together with our client, we prioritize and secure approval for selected targets, streamlining the entire process for optimal results.

Our proactive approach begins with establishing initial contact with potential targets, strategically positioning our client as the preferred buyer. During this phase, we actively solicit and meticulously review preliminary diligence information, delving deeper to assess fit, suitability, and timing. Additionally, we undertake the crucial task of crafting and submitting Indications of Interest (IOIs), further solidifying our client's position in the acquisition process. Our method ensures a comprehensive and strategic engagement with potential targets, paving the way for successful acquisitions.

Our support includes modeling, valuation, and financial analysis. We coordinate and attend site visits and management meetings to gain a deeper understanding of target-specific objectives and nuances. To ensure organized due diligence, we organize information in an electronic data room and facilitate any additional required Q&A.

We take the lead in drafting, submitting, and negotiating Letters of Intent. Throughout the final due diligence process and negotiations of the purchase agreement, we provide invaluable assistance. Our commitment to an optimal outcome for our client remains steadfast as we bring the transaction to a successful close.