M&A Services Process

In buy-side M&A engagements, we work closely with strategic buyers that look for potential acquisition targets in the same, or similar, industries in order to accelerate their own growth.

We bring vast experience in successfully conducting such complex transactions from the corporate side – from start to finish.
This way, we are able to leverage our experience in minimizing the transaction risk and maximizing our clients’ chance of success

The process typically involves several phases, including the following:

• Formulating the strategic buyer’s target criteria (i.e. geography, customer mix, direct vs. indirect mix, profitability)
• Identifying the most relevant company targets based on the devised criteria
• Approach acquisition targets confidentially, while providing unbiased advice on the value and merits of each acquisition targets
• Create short list of candidates based on initial diligence and probability to successfully close a deal
• Spearhead detailed due diligence process including management team strength, technology, financials, customer and market dynamics
• Negotiate deal structure and terms on behalf of acquirers
• Put in place a well thought and detailed Post Merger Integration (PMI) plan

A fundamental requisite to this process is to gain a thorough understanding of a client’s business, and ensuring that before a transaction, clients are well informed about valuation, potential interested parties, and the key stages in a transaction process.

We bring vast experience in successfully conducting sell-side transactions from the corporate side – from start to finish.
This way, we are able to leverage our experience in generating a competitive process to maximize the process outcome and chance of success.

The process typically involves several phases, including the following:

• Reviewing the Company’s business and strategic plans, budgets, financial results and expectations.
• Researching public information with respect to the market, including recent relevant transactions
• Preparing a high-quality memorandum that accurately describes the business, its performance, and compelling investment merits.
• Generating a comprehensive database of potential acquirers, or investors including strategic and financial buyers, screened to fit the criteria of the seller.
• Working with the Company to create a confidential competitive process designed to generate a range of favorable offers for the client to consider.
• Coordinating due diligence reviews.
• Assisting in developing and executing the form and structure of the Transaction.
• Executing on the transaction.