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TRANSACTION ADVISORY

Our Transaction Advisory Services comprise an exceptional skill set, which includes accounting, due diligence, business process and valuation.

Sell-Side Advisory

Prior to launch of a sell-side assignment, NorthWinds will spend a significant amount of time with its clients to understand their overall objectives and undertake extensive due diligence of the company or particular project being sold and the industry it participates in. Strengths and weaknesses are assessed as well as potential opportunities and threats to a successful transaction. NorthWinds will then prepare a confidential information memorandum with the client outlining an overview of the company or project, the transaction, key investment considerations and a financial overview. NorthWinds will manage all the steps of the transaction including:

• Development of detailed financial model
• Devlopment of detailed information memoradum
• Identifying and contacting potential buyers
• Disseminating key documents (executive summaries, confidentiality agreements, information memorandums)
• Responding to information requests
• Organizing due diligence process and management presentations
• Soliciting indications of interest and analyzing the offers
• Negotiating the letter of intent and closing documents

The key to a successful sell-side transaction is a focus on the following factors:

• Realistic valuation expectations
• Accurate timeliness
• Maximizing value
• Maintaining confidentiality
• Allowing appropriate time to develop information package
• Anticipating hurdles
• Controlling negotiations
• Focusing on a win/win transaction

Buy-side Advisory

Buy-side services include strategic analysis, due diligence, target identification, negotiation and transaction execution. During the strategic alternatives phase, NorthWinds works closely with management to properly align the goals of a potential transaction and to develop a profile of the optimal acquisition target. The due diligence phase serves as an information gathering process whereby NorthWinds gathers confidential company and industry information. Based on this information and NorthWinds’ industry and capital markets knowledge, attractive targets are identified and approached. NorthWinds will also assist in negotiating key terms and conditions of the purchase and can arrange financing to fund the transaction