M&A Process

Determine Likelihood of a Successful Sale

• Understand the business and the owner’s objectives
• Evaluate options (in addition to a sale) for meeting owner’s objectives
• Assess business’ readiness for sale
• Prepare recommendations to improve probability of a successful sale
• Prepare a preliminary valuation to confirm owner’s desire to sell
• If all parties desire to go forward, sign engagement agreement

Prepare Strategic Marketing Plan

• Evaluate company financials, operations and growth plans to proactively anticipate acquirers’ needs
• Prepare detailed review of the Company including valuation
• Analyze Company’s competitive positioning and growth prospects
• Prepare a comprehensive marketing strategy
• Evaluate potential buyers utilizing ability-to-pay analysis; strategic rationale and synergy analysis
• Assist in preparation of Company presentations for prospective acquirers

Structure and Negotiate Transaction

• Prepare for every discussion and meeting with interested parties
• Advise/guide information flow
• Create a competitive process
• Compare and analyze bids
• Provide guidance regarding value and other deal points
• Negotiate price and terms
• Review strategic considerations important to both sides
• Analyze tax structure and impact
• Advise on tactics
• Obtain best structure and price

Bring to Closing

• Assist in due diligence to avoid unnecessary business interruptions
• Collaborate with client’s legal, tax and other advisors to resolve issues that may arise during negotiation of the purchase and other agreements
• Keep transaction on course
• Work with buyer to ensure integration and post-closing transition issues are being addressed

For a more detailed description of the Zamia Group M&A process, please contact us.