Strategic Transactions work collaboratively – and without duplicating agendas – with a set of professionals in order to capture maximum value for our clients.
While many factors drive the transaction process, having a well co-ordinate team of internal managers (subject to confidentiality) and outside experts ensure that the process is as efficient as possible.
Typically within a deal, many of the following experts are utilised.
Partnering for advice on the sale structure. Covers a multitude of issues – share vs asset, lump sum vs stretched payments / earn outs, balance sheet structuring, post sale advisory, tax treatment of proceeds etc.
Partnering to negotiate the terms of the transaction and the drafting of legal agreements to effect the transaction. A specific focus on those aspects that could cause exposure for clients post transaction. Also key to partnership buyouts, intellectual property and business structuring issues.
Human Resource Expertise
Develop the business talent strategy to ensure it’s favourable to the acquirer. this includes organisational design and integration under new owners , conditions for the retention of key personnel, termination agreements, compensation packages and staff communications.
M&A Specialists / Business Brokers
M&A Specialists and good business brokers (there is a rarity of the latter) project manage the whole business sale process. This includes pre-listing due diligence, sourcing prospective buyers through marketing or direct approach and initial meeting through to due diligence and settlement.
Preparation of accounts and compilation / verification of due diligence documents. Expert comment on agreements ,preparation of cash flow statements and closing date balance sheets or working capital analysis. Integral to identifying purchase price adjustments and providing financial continuity post settlement.
Post Acquisition Integration Expertise
Partnering to ensure that the value creation goals of the acquirer are met. Involvement commences at deal advisory stage and ensures that merged businesses are able to capture synergies while eradicating potential areas of integration conflict. Requirements are to retain the key talent, retain customers from both companies, work quickly and keep integration costs down.
Investor (Public) Relations Expertise
Communications with shareholder investors, employee stakeholders, the media and the broader public in order to best sell the company mindset and the reasons for transactions and strategic decisions.
Business (Personal) Coach
Pattern to equate an owners personal mindset with their business goals. Assistance with refining the owners purpose, which in turn drives motivation for achieving certain goals. Through that, the owner take charge, managing time effectively.
Asset Valuation Expertise
Some of the clients physical assets, such as land, buildings and machinery, may be non-core to the future operation of the company, and potentially could be worth more as standalone assets for sale or for repurposing.