Mergers & Acquisitions

Advisory Services M&A / Buy-Side

Family-Owned Businesses, with profound specialization and track record in a specific industry, continue to build value by managing and growing their own sector-relevant acquisitions in the context of their Portfolio Rationalization. While some are extremely sophisticated in making that signature, the missing link for many, remain in their ability to source and execute the transaction. Our buy-side efforts come in handy to cover the following:

• Developing optimal investment strategy
• Sourcing the right deals
• Uncovering risks and uncertainties surrounding the transaction
• Identifying Key value drivers and assumptions about future performance
• Valuing the target asset
• Devising the optimal deal structure

Sample Work Contributed

• Developed investment strategy and target candidate profile for a Saudi Personal Care Player, sourced target profiles and managed the process
• Supported a Saudi Group to diversify into the Education Sector by originating the opportunity, sourcing the operator, structuring the transaction (OpCo. Vs. RealCo.), completing the financial and market due diligence and raising the capital 

Advisory Services M&A / Sell-Side

As a Family Business owner, managing a divestiture or a capital raise bridge can be very challenging. While Buyers are often supported by professional advisors looking to devalue the seller’s performance to reduce the transaction price, the seller has no choice but to neutralize such power with the help of savvy value hunters looking to protect this value during the sales process. Our sell-side efforts cover the following:

• Preparing the house for the game by performing “Eye Of The Buyer” analysis
• Establishing the preliminary valuation
• Developing the selling memorandum to develop a more meaningful story
• Targeting qualified buyers and narrowing the field of candidates
• Executing the legal documentation, preparing Data Room, structuring the deal and preparing for closing

Sample Work Contributed

• Facilitated capital raising / primary sale for Coffee Retail, Full Restaurant Business, Oil Field Services Player, Water Production and Distribution, Logistics Player, Healthcare Imaging, Rent a Car, Financial Institution, Premium Fruits and Vegetable Exporter 
• Facilitated secondary sale/divestiture for an MEP Contractor and Insurance Business