Sellers
Achieve the optimal combination of valuation, structure and fit given the seller’s unique characteristics.
RESEARCH
Understand the industry and the forces that shape itÂ
Identify and understand the stakeholders
Define the characteristics of the ideal acquirer
Identify a universe of potential acquirers
PRESENT
Present the seller in a manner that
suits the ideal purchaser
Write one page summary or teaser
Write Confidential Investment Memorandum
Populate data room information
CONTACT AND QUALIFY
Contact potential acquirers
Share one page summary
Qualify potential acquirers
ESTABLISH CONFIDENTIALITY
Execute non-disclosure agreements
SHARE INFORMATION 1
Confidential Information Memorandum
Initial data room access
COORDINATE AND NEGOTIATE
Collect indications of interest
Negotiate valuation and structure
Execute Letter of Intent
SHARE INFORMATION 2
Expand data room access
DOCUMENT
Negotiate definitive purchase agreement
Negotiate ancillary documents
Prepare schedule