PHASE 1: Introduce Buy-side Targets
Establish search criteria. Research industry to identify suitable buy-side target companies. Search market for companies for sale. Develop a list of "off-market" companies and contact to determine potential interest. Provide non-confidential Teaser and execute NDA to enable exchange of confidential info. Advance interest through conference calls to obtain LOI. Manage the due diligence process.
PHASE 2: Negotiate Acquisition Transactions
Negotiate terms and deal structure, including whether Stock or Asset purchase, to satisfy requirements of the buyer and seller. This process may include agreements ancillary to the Definitive Agreement, such as Employment, Earn-out, Cashless Warrant or Stock Option agreements.
PHASE 3: Secure Acquisition Capital (If required)
Determine amount of transaction funding and any associated working capital requirements. Identify third-party funding sources, including institutional investors such as Private Equity, Venture Capital, Mezzanine and Family Office sources. Send non-confidential Teaser, followed by NDA and Confidential Information Memorandum (CIM). Arrange conference calls with investors and buyer. Advance mutual interest to Term Sheets and/or Letters of Intent (LOI). Recommend and negotiate amount and terms of investment, including deal structure to optimize equity versus debt financing combinations.
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