in-house mergers and acquisitions
Hiring an outsourced corporate finance advisor can be extremely expensive, and doesn’t always match up to execution.
We help bring M&A expertise in-house by setting up internal acquisition and due diligence processes - including bringing on and working specialist advisors for legal and financial aspects of deals.
What essentially comes down to specialist project management of deal processes, we help to mitigate risk and plan for integration with a constant finger on the pulse of whether a deal remains viable.
Client 1
Having been backed by private equity, we helped bring expertise and capacity to a team that historically had done deal management themselves and experienced significant issues post-transaction:
Tendering for and liaising with external DD providers for legal and financial where bank funding required it
Project planning entire deal processes including optimising target contact and managing people-change aspects
Financial analysis and bolstering commercial DD with challenge to team and management over risks and mitigation conclusions
Standardising deal processes for due diligence producing in-house questionnaires and managing team workload on multiple concurrent deals at different stages
Owning entire M&A strategy through to reviewing and evaluating potential targets
Full programme and project management setting up regular task-force comms and prioritisation, as well as managing third-party legal and financial advisors
Client 2
Having been approached to sell their business and already agreed heads of terms but with a slow process our client was frustrated and had never been through an M&A process before. We helped uncover blind-spots in the transaction and move all advisors along by taking control of the sell-side project management:
Arranging advisor-only calls to agree deliverables, progress milestones and group goals
Providing insight into calculating net working capital and surplus cash
Administering and advising on due diligence process and preparation
Negotiation of key sticking-points and advising on process and personal liability for sellers
Guiding sellers through process and advising on when and how to communicate with buyers