Buy-Side Advisory Services
If you aim to accelerate top-line growth, expand market share, or acquire strategic assets and IPs, we can support you in originating investment opportunities, approaching targets, coordinating due diligence, conducting valuations, and managing negotiations through to completion.
1. M&A strategy
- Vetting process: Identification of the Investment Committee stakeholders and definition of the vetting process.
- Governance: Provision of operational support for programme management and reporting.
- Capital allocation: Market research, definition of target geographies, sectors, products and services.
- Screening Criteria: Definition of targeted deal size and detailed investment criteria.
- Teaser and pitch: Preparation of communication templates and company presentation documents.
2. Origination
- Target Longlist: Preparation of an initial list of potential targets.
- Target Shortlist: Qualification and validation of relevant target profiles.
- Contact finding: Identification of relevant individuals and contact details for shortlisted targets.
- Outreach Campaign: Handling of communication and initial meetings with targets to qualify interest.
- Campaign Reporting: Weekly reporting on outreach campaign progress and qualified interests.
3. Deal execution
- Letter of Intent and Non-Binding Offer: Test valuation and coordination with counsel for LOI signing.
- Deal planning: Deal planning across documentation, due diligence, valuation and negotiations.
- Documentation management: Preparation of the information request list and documentation tracking.
- Due diligence: Provision of due diligence report templates and coordination of due diligence teams.
- Valuation: Asset valuation and preparation of the comprehensive buy-side investment case.
- Transaction documents: Coordination with counsel on key terms negotiation and SPA preparation.
Founder’s credentials (non exhaustive)
FinTech
Mobile banking group
Acquired
Point of Sale solutions
Delivered Buy-side Advisory Services
Services
Consulting group
Acquired
Boutique consultancy
Delivered Buy-side Advisory Services
Software
Consulting group
Acquired
ERP software business
Delivered Buy-side Advisory Services
Industrials
Building management systems group
Considered acquiring
FM services
Delivered Buy-side Advisory Services
Insurance
Insurance group
Considered acquiring
Insurance consultancy
Delivered Buy-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.
Sell-Side Advisory
If you seek assistance in raising funds or selling your business, we provide sell-side services to assist in developing the equity story, preparing the data room, preparing the confidential information memorandum, carrying-out a test valuation, identifying and qualifying relevant investor profiles and managing other advisors and counsels throughout the sale process.
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.