Our Transaction Process
Our process guides you from assessment to completion with precision, ensuring a seamless transaction and minimal business disruption.
Engagement
We start by understanding your business and transaction objectives to align our approach. Setting clear expectations to ensure a smooth process.
- Understand business objectives and goals
- Outline process roadmap and timelines
- Establish communication framework with stakeholders
Preparation
We position your business for success by creating clear, compelling marketing materials. We also organise and present key financial and operational information to build investor confidence.
- Review financials and operations
- Prepare marketing materials and valuation reports
- Set up secure data room for sharing information
Outreach
We identify and approach the right investors or buyers to create competitive tension and maximise interest. We also manage engagement to sustain momentum throughout the process.
- Target suitable investors or acquirers
- Share materials and initiate conversations
- Coordinate meetings and presentations
Outreach
We identify and approach the right investors or buyers to create competitive tension and maximise interest. We also manage engagement to sustain momentum throughout the process.
- Target suitable investors or acquirers
- Share materials and initiate conversations
- Coordinate meetings and presentations
Diligence
We manage the due diligence process to minimise risk and maintain deal certainty. We also coordinate responses quickly and accurately.
- Organise financial, legal, and operational reviews
- Address queries and manage documentation
- Ensure compliance and readiness for completion
Negotiation
We work to secure outcomes that safeguard your interests while creating balanced agreements for all parties. We anticipate pressure points, manage competing interests, and ensure you enter the agreement from a position of strength.
- Gather and assess initial offers
- Support term sheet and structure negotiations
- Align terms with client priorities
Negotiation
We work to secure outcomes that safeguard your interests while creating balanced agreements for all parties. We anticipate pressure points, manage competing interests, and ensure you enter the agreement from a position of strength.
- Gather and assess initial offers
- Support term sheet and structure negotiations
- Align terms with client priorities
Completion
We oversee the final steps to ensure a seamless close. We also coordinate all parties for a smooth transition.
- Finalise agreements and documentation
- Secure necessary approvals
- Ensure successful transaction completion