Strategic Initiatives                 Print Version


Objective
Assist with plans to acquire other companies in the industry

Client
Confidential

Contact
President/Owner

Length of Engagement
1 year

Methodology
  • Identify and profile potential candidates
  • Analyze each potential target and forecast potential synergies and
        duplication
  • Approach potential candidates to gauge receptivity to acquisition while
        shielding client's identity
  • Execute non-disclosure agreements
  • Make client/target introductions
  • Develop and articulate vision for successful merger
  • Serve as "mediator" throughout negotiation process
  • Participate in due diligence process
  • Recommend deal structure and terms
  • Interface with client counsel
  • Assist in execution of the deal


  • Output
    Meeting preparation, meeting recaps, briefings, research, financial analyses, scenario-building

    Results
    Serious negotiations with three suitable candidates; one successful acquisition consummated.

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