Below is an Example of the 5 Phases of Our Deal Process
1
Phase
Preparing the Information (Weeks 1 - 4)
- Information Gathering
- Price Validation
- Preparation of information memorandum
- Identify list of potential investors (through proprietary network, Capital IQ, Axial)
- Initial blind surveying to gauge market perception
Market the Company (Weeks 5 - 9)
- Present company to potential investors & distribute overview and memorandum
- High touch contact (phone, email, and meetings)
- Follow-up, stress selling points, and express fit into investor’s existing portfolio allowing for increased push in value & terms
- Execute call for Indication of Interest (I.O.I.) to expedite offers
2
Phase
3
Phase
Submission of Interim Proposals: (Weeks 10 – 12)
- Receive written indications of interest, review and advise the owner on offers
- Moving both buyers through the submission process in synchronicity
- Schedule management meetings, while being selective and confidential
- Manage and organize Initial due diligence process and information requests
Due Diligence and Final Proposals: (Weeks 12 – 15)
- Request Letters of Intent (L.O.I) and move to a stock or asset purchase agreement
- Distribute draft agreements to team and seek input
- Negotiate Letters of Intent and agreements
4
Phase
5
Phase
Final Negotiation and Closing: (Weeks 15 – 26)
- Review and evaluate final offers
- Negotiate with final bidders
- Work closely with CPAs and Attorneys for due diligence and final definitive agreement
- Work closely with counsel on the purchase agreement and the deal points including value, terms, representations and warranties
- Close the transaction – Signatures, Stock or Asset transfer, wires coordination