Sell-side Mandate

S

Strategy Advisory

C

Capital Advisory

D

Deal Advisory

Sell-side Process

"9 months from conception to delivery"

Preparation

Goals/Deliverables

  • Educate stakeholders

  • Anticipate hurdles

  • Teaser

  • IM

  • List of buyers

Marketing

Goals/Deliverables

  • Selective or exhaustive approach

  • Investment story

  • IM, Q&A, Management presentation

Negotiation

Goals/Deliverables

  • Strategies

  • Synergies

  • Valuation

  • LOI

Due Diligence

Goals/Deliverables

  • Q&A, RFI

  • Auditors and advisers

  • Exclusivity

  • Confirmation

Closing

Goals/Deliverables

  • Legal documentation; SPA, warranties, employment contracts

  • Communication to staff and market

Integration

Goals/Deliverables

  • Day 1

  • 90 days

  • Staff

  • Clients

  • Systems