Buy-side and sell-side advisory covers the full process of identifying, evaluating and executing mergers, acquisitions or strategic transactions. On the sell side the focus is on preparing the company for a controlled process, identifying suitable buyers and managing information flow. On the buy side the focus is on target screening, preliminary assessment and transaction structuring.
Key workstreams include preparation of a confidential information memorandum (or buyer-side investment thesis), management of the data room, coordination of management presentations, and support during negotiation of commercial terms. Valuation ranges, deal structure options and potential synergies or integration considerations are analysed as part of the advisory.
- Transaction strategy and process design (controlled auction or bilateral)
- Preparation of information memorandum and supporting materials
- Buyer or target identification and outreach
- Coordination of management presentations and site visits
- Support on valuation discussion, structure and commercial terms
- Assistance through exclusivity, documentation and closing
The engagement is structured to maintain process confidentiality, information consistency and alignment with the client's strategic and shareholder objectives.