Transaction Advisory
Sell-Side Advisory
Prior to launching 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
and the industry it participates in. Strengths and weaknesses
are assessed as well as potential opportunities and threats to a successful
transaction. NorthWinds will
manage all the steps of the transaction including:
- Developing detailed financial models
- Developing a detailed information memoradum
- Identifying and contacting potential buyers
- Disseminating key documents (executive summaries, confidentiality agreements,
information memorandums, definitive agreements)
- 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 having a strong understanding of the following
factors:
- Realistic valuation expectations
- Accurate timelines
- Likely buyer candidates and tailored positioning
- 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 play a key role in negotiating terms and conditions of the purchase
and will arrange financing to fund the transaction
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