We have project managed a number of client transactions which include mergers, acquisitions and divestments. This guidance covers intended transactions by the owners or the requirement to respond to an invitation from an outside party interested in acquiring part of all of your business.
Options may include needing to find additional debt or equity funding. We are skilled in the production of forecasts and Information Memorandums to entice people and organisations to invest into your business.
We will liaise with either your chosen lawyer or be referred to someone in our network to assist you with your desired transaction goals.
Internal succession is also catered for. We hold workshops where the owners meet to discuss their personal goals and corporate goals to ensure there is alignment. Where owners are looking to exit at different stages of the business life, we can facilitate that transaction through discussion and providing finance options for the acquirers.