Trust over 50 years of transaction experience.
In a company there can be multiple potential cases that can trigger a corporate sale – for instance: the arrangement of corporate succession, the focus on core competencies or capital requirements. In those cases a company sale can be perfectly reasonable. Due to these differences every sales process is unique – like your business.
CD Invest assists the seller in all major steps of the sales process – whether it is a total or partial sale. The service spectrum includes the creation of company documentation (e.g. information memorandum), research of potential buyers (strategic investors, financial investors, etc.), screening and contacting of potential buyers (long list, short list), the analysis of Letters of Intent (LOI) – which include the first indicative purchase price of the prospects, preparation and coordination of the due diligence process, detailed examination of all corporate data, request for a binding offer and the final negotiations.
Three factors are essential for a successful transaction: first of all the continuity in the sales process, meaning the monitoring of the process by a single partner from the beginning of the transaction until the signing and closing of the deal. Secondly the identification with the goals of the owner/client and thirdly the entrepreneurial thinking and proceeding of the M&A advisor.
In line with your individual needs, we support you throughout all the following four phases or in specific parts of the process.
Definition of the sales strategy and objectives
Market research & creation of a long list with potential buyers
Creation of corporate documentation (teaser, information memorandum, confidentiality agreement)
Calculation of a purchase price indication
Identification of dealbreakers
Creation of a short list
Contacting potential buyers
Confirmation of interest through collection of signed confidentiality agreements
Distribution of an information memorandum
Obtaining indicative offers (non-binding Letters of Intent)
Establishing, maintaining and analyzing the data room
Coordination of the DD teams (Q&A sessions, management presentation)
Transaction structuring
Summary of open issues, red flags and dealbreakers
Draft sales and purchase agreement
Collection of binding bids/offers
Coordination and management of negotiations
Coordination of the ‘red-file’ due diligence
Contract signing & closing