We advise clients in the following situations:

Reacting to an unsolicited approach

  • Business owners will typically be concerned about releasing competitive information, the potential for other damage caused by distraction from the business and wasting time and money on a “fishing trip”
  • After working with the owner to determine whether entertaining such an approach could meet their objectives, we will advise on controlled engagement which optimizes the outcome if a good deal is to be had and reduces the risk of wasting time on a bad deal.
  • We work with your lawyers in managing confidential information and contractual issues

Our “Investment Ready Review” is critical for owners considering sale or an outside investor over the next one to three years. We address the following outcomes:

  • Understand current state options including price range, strengths and weakness
  • Set a plan to improve value based on addressable strengths and weaknesses
  • If that plan involves acquisitions, we provide advice on planning, initiation, execution and post-acquisition
  • Help keep the plan on track

  • Particularly when capital is constrained many organisations take a “portfolio” approach to their businesses.
  • This involves weighing up and prioritizing the different growth and investment options within the group.
  • Divesting a non-core business line may well be a method of funding growth and reducing reliance on bank debt.
  • We assist structuring the asset to be sold, so that value is maximized and impact on rest of the business is minimized

  • Maximizing Price
    • Special Value
    • Synergies
    • Structure (e.g. tax effective, cash v. non-cash, deferred)
    • Maintain bid price
    • Cross Border Arbitrage
  • Following an efficient effective process
    • Maintain Confidentiality in an effective and practical manner
    • Maintain competitive tension
    • Minimize impact on business
    • Liaise with other professional advisers (tax, legal) to maximise benefit gained and minimize costs
  • Minimizing Risk
    • Process
      • A good deal falling over
      • A bad deal continuing
    • Contractual
      • Being sued post settlement
      • Closing accounts/ closing adjustments (increase likelihood that price will go up, not down!)
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