This buy-side advisory client (1st time buyer) is transitioning from Corporate America into entrepreneurship via acquisition. The engagement activities include building a strong working knowledge of the acquisition process, discussion on the long-term strategy for the acquired business, guidance deal structure and financing options, input on attractiveness of potential targets, and support on problem solving and navigating the nuances of the transaction.
Our sell-side client is a leading implementation partner for a major enterprise level software solution. We kicked off the engagement with a go/no-go analysis to identify the strategic value of a near-term exit. After deciding to proceed, we managed the initial inquiries from several strategic acquirers on behalf of the client. The engagement work scope also includes support on structuring the deal, LOI & definitive agreement negotiations, due diligence preparation and negotiation.