Our Services
41 North with its deep resources, sector knowledge & ongoing conversations with industry strategic and financial investors will benefit you & your company as you explore a capital raise or potential sale of your company.
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Sell-Side Advisory
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Buy-Side Advisory
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MBOs/LBOs
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Divestitures
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Recapitalizations
Mergers & Acquisitions
Corporate Finance
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Equity
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Convertible Securities
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Subordinate Debt
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Bank and Non-Bank Senior Debt
Valuation / Pre Mergers & Acquisition Advisory
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Business Valuations, beyond the standard with real live market feedback
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Identify key value drivers and strategy to emphasize them
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Uncover aspects of the business that may negatively impact value and assist in correcting
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Lost profits / Business interruption
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Intangible and IP valuations
Timeline & Process
Phase 1
Weeks 1-4
Preparing the Information
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Information Gathering
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Price Validation
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Preparation of information memorandum
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Identify list of potential investors (through proprietary network, Capital IQ, Axial)
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Initial blind surveying to gauge market perception
Phase 2
Weeks 5-9
Market the Company
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Present company to potential investors & distribute overview and memorandum
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High touch contact (phone, email, and meetings)
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Follow-up, stress selling points, and express fit into investor’s existing portfolio allowing for increased push in value & terms
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Execute call for Indication of Interest (I.O.I.) to expedite offers
Phase 3
Weeks 10-12
Submission of Interim Proposals:
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Receive written indications of interest, review and advise the owner on offers
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Moving both buyers through the submission process in synchronicity
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Schedule management meetings, while being selective and confidential
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Manage and organize initial due diligence process and information requests
Phase 4
Due Diligence and Final Proposals:
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Request Letters of Intent (L.O.I) and move to a stock or asset purchase agreement
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Distribute draft agreements to team and seek input
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Negotiate Letters of Intent and agreements
Weeks 12-15
Phase 5
Weeks 15-26
Final Negotiation and Closing:
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Review and evaluate final offers
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Negotiate with final bidders
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Work closely with CPAs and Attorneys for due diligence and final definitive agreement
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Work closely with counsel on the purchase agreement and the deal points including value, terms, representations and warranties
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Close the transaction – Signatures, Stock or Asset transfer, wires coordination
