Independent Corporate M&A Boutique

dedicated to people and IP businesses

with growth and exit strategies: from prep to deal making

S

Strategy Advisory

C

Capital Advisory

D

Deal Advisory

Strategy Advisory

You would like to be prepared for a future transaction, or optimise the performance of your consultancy.

You value an external expert’s advice to execute changes in line with an agreed strategy.

Capital Advisory

You would like to optimise your financing structure to align it with your corporate strategy.

You value an independent adviser to find the right allocation between capital and debt, between self financing and welcoming a financial investor.

Deal Advisory

You wish to find the right partner to acquire, merge with or sell your sell business to.

You value an independent, highly experienced advisor with an intimate market knowledge to deliver your deal. 

Sell-side Process

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9 months from conception to delivery
Preparation

Goals/Deliverables

  • Educate stakeholders

  • Anticipate hurdles

  • Teaser

  • Information Memorandum (IM)

  • List of buyers

Marketing

Goals/Deliverables

  • Selective or exhaustive approachInvestment story

  • Information Memorandm (IM), Q&A, Management presentation

Negotiation

Goals/Deliverables

  • Strategies

  • Synergies

  • Valuation

  • Letter of Intent (LOI)

Due Diligence

Goals/Deliverables

  • Q&A, Request for Information (RFI)

  • Auditors and advisers

  • Exclusivity

  • Confirmation

Closing

Goals/Deliverables

  • Legal documentation; Share Purchase Agreement (SPA), warranties, employment contracts

  • Communication to staff and market

Integration

Goals/Deliverables

  • Day 1

  • 90 days

  • Staff

  • Clients

  • Systems

Buy-side Process

1 Year from Board engagement to acquisition integration
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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

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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