METHODOLOGY & EXPERTISE

Our customers benefit from our expertise at every stage of the transition process.

The first phase of our mission is a global analysis of the business, ending up with its strategic positioning on the market, and figuring out its strengths, weaknesses, as well as the opportunities and threats of the segment market. An deep understanding of the business is mandatory to realize an accurate financial analysis, taking in account some accountings retreatment.

The next phase is the writing of a memorandum to introduce the company to potential targets.

The writing must be structured and lively, telling-the-truth and attractive to seduce the potential investors.

Then we launch a dedicated and proactive research of potential investors or acquirers. We have a top to down approach, browsing as many candidates as possible, then doing a strict selection to eliminate candidates with a low chance of success.

Our sourcing process has a proven efficiency. And we invest a lot of time to assess the matching points between the candidate and the business.

We put a lot of effort on updating our contact and information database on a regular basis. It saves a lot of time during the search for a counterpart, which is one of the most time consuming phase of the selling process.

Then comes the time for aligning the two parties expectations in terms of process, price, and conditions or commitments before and after the closing.

Our advisory services and involvment at each phase of the process allow a step-by-step progress up to a successful transaction.

Click here to download our presentation about The different steps of a successful transactio