Strategic Buy-Side Support: Navigating Complex M&A
In the realm of mergers and acquisitions, the process of strategic buy-side acquisitions is multifaceted and requires expert guidance. At the heart of our approach is a comprehensive methodology that blends technology and data tools, enabling us to engage with companies that may not be actively on the market. These “not for sale” opportunities often hold substantial strategic value and can lead to more accretive deals. The challenge lies in identifying these hidden gems, especially when many privately owned companies are not readily accessible in the deal flow.
Uncovering Hidden Investment Opportunities
Our mission is to empower private equity firms to seize investment opportunities by delving deeper than traditional strategies, such as participating in broad auctions, allow. We go the extra mile by sourcing new portfolio company prospects, as well as add-on opportunities for existing portfolio companies.
Leveraging a Diverse Network
Our extensive network of professionals, including accounting firms, attorneys, consultants, brokers, sell-side intermediaries, and investment bankers, forms the bedrock of our strategy for identifying investment opportunities. While traditional methods like phone calls remain effective, it’s our network that provides a discreet channel for presenting high-caliber qualified buyers.
Value at Every Step of the Process
Our support extends throughout the investment journey, from initial prospecting to deal closure:
- Establishing a Strategic Acquisition Plan: We work closely with you to jointly create an acquisition plan aligned with your company’s strategy. This plan serves as the blueprint for your investment journey.
- Assessing Management Readiness: Ensuring that your management team is prepared for the strategic acquisition plan is paramount. We identify and address any potential shortfalls to ensure a smooth transition.
- Assessing Financial Readiness: We meticulously gauge your financial readiness, both in terms of debt and equity, to execute the desired transaction types and sizes. Any shortfalls are sourced from various capital sources beyond your company’s core contacts.
- Aligning M&A Criteria: We craft an ideal target profile based on stringent screening questions, refining it as necessary based on market feedback and evolving circumstances.
- Researching the Target Industry: We implement a comprehensive research plan to gather global metrics and individual company data within your chosen sector. This research forms the basis for identifying ideal targets, whether they are on or off the market.
- Building a Target List: Based on the pre-determined strategic profile and industry analysis, we construct a customized target list of potential acquisitions.
- Target Outreach: We engage with potential targets directly via various channels, including phone, email, letters, and in-person meetings.
- Engaging Targets: Our process involves confidentially engaging targets, preparing them for eventual management discussions. We select target candidates who are willing to explore the possibility of selling their company.
- Letter of Intent (LOI): We present target companies with a Letter of Intent (LOI) outlining the offer for acquisition. Negotiations, including discussions on value and structure, take place at this stage.
- Due Diligence: Collaborating with legal experts, investment bankers, and accountants, we conduct advanced due diligence through a shared virtual data room.
- Closing: We negotiate the definitive agreement between buyer and seller counsel, working towards a mutually agreeable closing.
- Target Integration: Consistent with the initial acquisition strategy, we prepare for and execute an M&A integration pathway to seamlessly bring the target and parent companies together.
Delivering Value Through Preemptive Off-Market Deals
Our approach unlocks opportunities that may not be readily available in the market, offering you distinct advantages:
- Access to “not for sale” deals with minimal price competition.
- Opportunities to acquire profitable businesses rather than just assets.
- A diverse range of investment alternatives, providing multiple choices at once.
- Leveraging technology and data tools to enhance deal flow.
- Predictive analytics based on past performance for a clearer post-close outlook.
- Faster time to close and better deal outcomes.
- A team-based approach with scalable resources to attract, evaluate, and execute deals.
- Ultimately, delivering accretive deals that enhance enterprise value across multiple dimensions.
Comprehensive Expert Support
Identifying valuable investment opportunities can be challenging, particularly when many privately owned companies are not readily accessible in the deal flow. We enable private equity firms to maximize their investment potential by going beyond conventional strategies. Our network of professionals considers us a trusted source for presenting qualified buyers discreetly.
We not only assist in finding credible sellers but also provide valuable resources to help you understand the risks associated with acquiring a specific business. Once you identify a worthwhile investment, we guide you in structuring the acquisition appropriately, ensuring a smooth closing process.
Reach Out to Us
When you’re ready to explore capital investments in existing, profitable businesses, our network of industry experts is here to guide your transaction from inception to completion. If you’re in the market to purchase an existing business, please don’t hesitate to contact us today.
Buy-Side M&A Fees
Our fee structure is transparent and categorized into three groups:
- Engagement Fees: These fees are associated with active buy-side client engagements. They cover the direct work of multiple M&A advisors and licensed investment bankers. The monthly fee is typically less than that of a single analyst, and it may increase as the engagement advances and becomes more complex.
- Success Fees: These fees are credited from engagement fees and are payable upon a successful deal closing.
- Ancillary Expenses: These expenses cover any additional costs associated with the engagement.
Our fee structure is designed to align with your objectives and the complexity of the transaction, ensuring fairness and transparency throughout the process.