More often than not, companies looking to acquire another business are doing so for the first time. Making a successful acquisition involves a carefully planned, step-by-step process with the assistance of a trusted advisor. Our firm’s systematic process can be broken down into four categories:
1. Targeted Acquisition Search
Define the key criteria that an acquisition target must possess
Search for target companies that fit the key criteria
Solicit the potential intererst of best-fit companies
Introduction of buyer to prospective seller
2. Acquisition Candidate Analysis
Financial analysis and valuation of target companies
Preliminary negotiations to determine sellers' level of interest
Assess all potential targets to determine which is best
3. Negotiation and Structuring of Transaction
Coordinate/introduce other advisors who will work on the 'deal team'
Preparation of a terms sheet/letter of intent with legal advisor
Due diligence / legal and financial inspection of the target
Obtain third-party debt and/or equity financing
Assistance with final closing documents
4. Post-Acquisition Support
Develop '100 day plan' for post-acquisition integration
Identify areas for improvement within target company and its integration
Determine eventual exit plan for new entity
We also provide services that are tailored to our client's needs when only certain steps above are required.
