Initial Consultation

Meet with the shareholder to understand their objectives and goals.

Confidentiality Agreement

Ensure all parties involved sign NDAs to maintain confidentiality.

Information Gathering

Collect detailed information about the company’s operations, financials, and market position.

Initial Valuation

Conduct a preliminary valuation to determine the indicative value of the company

Preparation of Marketing Materials

Create a detailed Information Memorandum (IM) and a Teaser document.

Buyer Identification

Identify and shortlist potential buyers (strategic and financial).

Initial Outreach

Distribute the Teaser document to gauge interest and gather non-binding indications of interest.

Indicative Valuation

Refine the valuation based on initial feedback from potential buyers.

Receiving Initial Offers

Collect non-binding offers or expressions of interest (EOIs) from interested buyers.

Shortlisting Buyers

Evaluate and shortlist buyers based on their offers and strategic fit.

Management Presentations

Organise meetings between the management team and shortlisted buyers.

Site Visits

Arrange for potential buyers to visit the company’s operations and facilities.

Term Sheet Preparation

Draft a detailed term sheet outlining the key terms and conditions of the proposed transaction.

Negotiation

Negotiate with shortlisted buyers to refine the offers and agree on the principal terms.

Select Preferred Buyer

Choose the buyer with the best offer and strategic fit.

Data Room Setup

Create a secure virtual data room with all necessary documents for due diligence.

Due Diligence Process

Facilitate the buyer’s due diligence, addressing queries and providing additional information as needed.

Due Diligence Review

Conduct an internal review to ensure all due diligence requests are addressed satisfactorily.

Final Negotiations

Negotiate the final terms and conditions based on the due diligence findings.

Drafting Definitive Agreements

Draft the final Sale and Purchase Agreement (SPA) and any ancillary agreements

Legal Review

Have legal advisors review the definitive agreements to ensure compliance and protect the shareholder’s interests.

Signing of Agreements

Facilitate the signing of the definitive agreements by all parties.

Closing Conditions

Ensure all conditions precedent are met before the final closing.

Transfer of Ownership

Complete the transfer of ownership and any remaining post-closing obligations.

Post-Closing Integration

Assist with the integration process if required by the buyer.