Company Sale or Acquisition According to Current Strategic Plan

There are many reasons for the sale of a company.  It can be the owner seeking retirement, life changes (divorce, death in the family) and/or arranging a management buyout; it may even be a minority shareholder seeking liquidity (stock sale) in an otherwise non-liquid asset.  These are just a few.

Selling a company also involves many questions in search of answers regarding return on assets sold, taxation, proceeds distribution, assets versus stock sale, etc.  With proper planning and pre-sale packaging, many of these questions are answered in advance of any negotiations.

• Fits With investment/Divestment Performance Hurdles
• Coordination With Financial / Legal / Regulatory / Environmental Entities
• Assessing Growth Needs in View of Strategic Plan
• Development of Company Target List (including stand-alone, NPA, NSFs)
• Contact With Target Companies and Gaining Relevant Information
• LOI Preparation
• Target Valuation
• Negotiating and Structuring Transaction
• Drafting the Acquisition Offer for Principals’ approval
• Coordination of due diligence
• Coordinating and supervising the closing of transaction

Evaluation of Potential Investment

• Strategic Fit
• Integrable with current operations/policy
• ROI

Capital Structure

• D/E Ratios Acceptable to Principals
• Capital Sources Development
• Economic Fit