Expansion is unstoppable if you have the resources
Management Interviews
Conduct management interviews with the client to understand the history and growth journey of the Company:
- Current State
- Growth Strategy Adopted
- Client Segmentation
- Operational Strategy
- Operational Processes
- Organizational Set Up
- HR Strategy
- SWOT Analysis
- Future Growth Strategy
- Growth Plan for the Next 3 Years
Financial Analyses and Forecasts
- Review financial statements
- Year-to-date
management accounts - Forecast P&L
Packaging & Positioning
- Prepare teaser to investors
- Offering memorandum
Investor Management
Prepare Clients for meeting with Investors, from material preparation, to documentation and steering the outcomes towards expectations
- Reach out to decision makers
- Furnish pertinent information for Investors’ evaluation
- Conduct follow up discussions
- Facilitate meetings between
client and the Investors - Perform synergy analyses
- Letter of Intent
- Letter of Agreement
Negotiation of LOI & LOA
Facilitate discussions, negotiation and agreement of Letter of Intent & Letter of Agreement between the Vendors and Investor and proceed to due diligence
Due Diligence
Guide and train the Client and their staff to prepare for due diligence
- Setting up a data room
- House the required information and documents
- Brief the staff
- Prepare the client for meetings
- Interviews with the senior management team of the Investors
- Manage the due diligence schedule
- Coordinate meetings
Definitive Agreement
- Follow up with Investors after the due diligence to address any issues
- Manage the project towards the receipt of a Definitive Agreement from the Investor
- Facilitate terms negotiation
- Reach a common understanding
- Signing of Definitive Agreement