Sell-side M&A
Our team has combined the lessons learned from executing a multitude of sell-side transactions into a differentiated process designed to achieve an optimal outcome for our client. Key elements of the process include:
- Developing a deep understanding of the client’s industry and the potential buyers universe
- Confirming and expanding the client’s financial and operational objectives
- Completing a thorough financial and operational analysis of the client’s business to determine whether appropriate profitability add-backs exist or if the client’s financials need to be normalized to position the company in the best possible light
- Analyzing key client information (incl. the potential for operating improvements and/or buyer synergies), as well as overall market intelligence in order to substantiate the proposed thesis
- Developing highly customized marketing materials (e.g., teaser, information memorandum, etc.) around an attractive investment thesis
- “Stress testing” of the developed marketing documents and collected evidence through an impartial review from senior bankers
- Developing a customized marketing approach and timeline
- Leveraging our extensive network of local contacts, as well as global relationships through our affiliation with Rothschild in order to approach the buyers’ universe in a credible fashion and to reach the largest number of suitable investors
- Facilitating and monitoring investor due diligence
- Keeping senior bankers actively involved throughout the marketing and negotiation process in order to deliver maximum value to our client
Buy-side M&A
Our experience with buy-side transactions covers situations related to geographic expansion, consolidation of fragmented industries, expansion of product lines and enhancement of overall growth potential. Invariably, our team manages such situations by following a deal process that maximizes the value for our client. Key elements of the process include:
- Developing a deep understanding of the client’s industry, objectives and growth strategy
- Identification of strategic trends, specific acquisition opportunities through our affiliation with Rothschild or assisting with executing transactions already identified or in progress
- Development of customized strategy of approaching the potential target(s)
- Engagement in due diligence and business valuation
- Identification of financial and operational synergies through the proposed transaction
- Representation of the client throughout in an auction and bankruptcy process
- Assistance with securing outside debt, equity or hybrid financing, if applicable, to complete the transaction
- Keeping senior bankers actively involved throughout the negotiation process in order to achieve the most advantageous terms to the transaction and deliver maximum value to our client