A critical success factor in our ability to serve our clients is clear, candid and periodic communications between us and our client. This is something we are willing to invest in, and would insist on the same from our clients. Also, we demand highest level of professionalism and ethical conduct from ourselves and will demand the same from our clients.

We believe in a structured, but resilient approach to consummating successful transactions. The following are our approaches for our sell side and buy side offerings. Our strategic advisory services tend to be customized to the specific client situation and engagement.

A major market differentiator is the fact that our Approach & Methodology is build around industry specificity and relevance. For a case study of how we have engaged with our clients, please visit our Research section.

Sell-side Process ( FINOVANT 5 C)

Conduct Strategy Construct List of Buyers Create Information Memorandum Calculate Value Closure
  • Rationale for exploring a sale
  • SWOT (Strengths, Weaknesses, Opportunities and Threats)
  • Firming up list of strategic buyers, value buyers
  • Reach concurrence on valuation ranges and transaction timelines
  • Discreet outreach to long list
  • Information exchange after mutual NDA
  • Pre-qualify prospect

Develop detailed IM and “teaser” based on:

  • Marketing materials
  • Financial information – income statement, balance sheet, cap table, cash flow statement
  • Sales projections
  • Sales pipeline
  • Short list of firms who provide non-binding LOI (Letter of Intent)
  • Qualify LOIs based on Strategic fit, Cultural fit, financial value, Closing conditions, Due diligence process, etc.
  • Calculate Enterprise Value.
  • Due diligence process
  • Negotiate APA (Asset Purchase Agreement) or SPA (Stock Purchase Agreement)
  • Deal closure

Buy-side Process ( FINOVANT 5 D)

Devise Strategy Draw up List Discrete Research Due Diligence Do the Deal
  • Rationale for exploring a purchase
  • SWOT (Strengths, Weaknesses, Opportunities and Threats)
  • Firming up list of prospective firms
  • Reach concurrence on valuation ranges and transaction timelines
  • Discreet outreach to long list
  • Information exchange after mutual NDA
  • Pre-qualify prospective seller for Value Delivered, Valuation Expectations, Deal Structure, Employee Retention, Regulatory Issues (tax, compliance, etc)
  • Develop short list
  • Provide non-binding LOI (Letter of Intent)
  • Due diligence on Finance, Sales ,Marketing , Operations, HR, Technology, IP disciplines.
  • Identify Gaps
  • Formulate Conditions Precedent to Closing
  • Due diligence process
  • Negotiate APA (Asset Purchase Agreement) or SPA (Stock Purchase Agreement)
  • Deal closure

Click here to learn more about our methodology.