Sell-side Advisory Services
If you need assistance in raising funds or selling your business, we offer comprehensive sell-side services. Our support includes developing the equity story, preparing the data room, crafting the confidential information memorandum, conducting a test valuation, identifying and qualifying potential investor profiles, and managing other advisors and counsels throughout the entire sale process.
1. Equity story preparation
- Equity story: Preparation of the equity story and the exit strategy.
- Data room: Provision of a model IRL and support on documentation tracking and VDR management.
- Teaser and Information Memorandum: Preparation of marketing materials to advertise the opportunity.
- Valuation: Preparation of an investment grade business plan and indicative valuation.
2. Investor outreach
- Investor Longlist: Preparation of an initial list of potential investor profiles.
- Investor Shortlist: Qualification and validation of relevant investor profiles.
- Contact finding: Identification of relevant individuals and contact details for shortlisted targets.
- Outreach Campaign: Handling of communication with targets to qualify interest in the opportunity.
- Campaign Reporting: Weekly reporting on outreach campaign progress and qualified interests.
3. Deal execution
- Letter of Intent and Non-Binding Offer: Non-binding offer vetting and coordination support on LOI signing.
- Deal planning: Deal planning across documentation, due diligence, valuation and negotiations.
- Documentation management: Coordination support on answering Information Request List and Q&A.
- Due diligence: Coordination support on due diligence management meetings.
- Valuation: Binding offer collection and vetting, deal presentation to the board of directors and the shareholders.
- Transaction documents: Coordination with counsel on key terms negotiation and SPA preparation.
Founder’s credentials (non exhaustive)
Hospitality
Global Hospitality Group
Formed a JV with
Global Luxury Group
Delivered Joint Venture Advisory
Insurance
Private Equity
Divested Claims management group to
Private Equity
Delivered Sell-side advisory services
Fintech
Web 3 Group
Fundraise preparation
Delivered Sell-side advisory services
SaaS
Software Scale Up
Exit preparation
Delivered Sell-side advisory services
Fintech
Payment services
Fundraise preparation
Delivered Sell-side advisory services
See Also
Corporate Strategy
If you seek to evaluate new market opportunities, carry-out competitor benchmarking or validate investment opportunities we have extensive experience leading corporate strategy mandates and preparing investment grade financial models.
Buy-Side Advisory
If you seek to accelerate top-line growth, increase market share or acquire strategic assets and IPs, we can assist in originating investment opportunities, approaching targets, coordinating due diligence, carrying out valuation and supporting negotiations all the way through to completion.
Deal Operations: Integrations and Carveouts
Complex transactions mandate careful operational design. Whether you seek assistance in developing an integration strategy, separation strategy or designing a target operating model across group of companies’ structure, intercompany and related party agreements mapping, processes and systems inventories, we can assist.