Mergers & Acquisitions demand a gamut of professional skills to ensure success, among them – finance, legal, accounting/tax, operations, negotiation.
Large and mid-size Investment Banks will likely satisfy your requirements, but your “deal” might be too small to be of interest to them (i.e., they work on a percentage of the transaction). On the other hand, Law Firms that specialize in M&A claim to offer all required services. However, their $500-$1,000/hr. fees will likely make the transaction very expensive.
Our approach is to use top professionals but only as needed for specific tasks (e.g., Law Firms for legal document development, Accounting Firms to recommend Deal Structure for Tax optimization). This results in top-of-the-line support and a reasonable cost, and all coordinated by us.
• Target Analysis and Selection
• Financial Modeling
• Financial Plan development
• Term Sheet & Merger Agreement development/negotiation
• Due Diligence process
• Funding Strategy
• Cap Table development
• Post-Merger Integration
• Stock Option Plan development
• Company Valuation
• Deal Structure
• Investor ROI estimation
• Fixed number of hours/month
Target Sectors- in Construction, Real Estate, Manufacturing, Insurance, Technology, and Medical fields