Buy-side Mandate

S

Strategy Advisory

C

Capital Advisory

D

Deal Advisory

Buy-side Process

1 Year from Board engagement to acquisition integration
Research phase (3 - 4 months)

Preparation

Goals/Deliverables

  • Search criteria

  • Strategic rationale

  • Investment story

  • Alignment

  • Kick-off

Research

Goals/Deliverables

  • Market screening

  • Targets identification

  • Long list

  • Analysis by scoring system

  • Client validation

Selection

Goals/Deliverables

  • Target selection

  • Short list

  • Board paper

Approach

Goals/Deliverables

  • One paper per target

  • Approach angle

  • Anonymous

  • Key info

  • Start discussion

Transaction phase (4 - 8 months)

Negotiation

Goals/Deliverables

  • Cultural fit

  • Valuation

  • Term sheet/LOI

  • Management approval

Due Diligence

Goals/Deliverables

  • Confirmation

  • Synergies assessment

  • Financing

  • Board approval

Closing

Goals/Deliverables

  • Legal documentation

  • Internal and market communication 

Integration

Goals/Deliverables

  • Day 1

  • 90 days

  • Staff

  • Clients

  • Systems