We use our independent position and market knowledge to advise our clients on all possible options at the earliest stage, on market performance, timing, business structure and corporate governance matters.
Deal Origination & M&A Strategy
New market disruptive business models, the rise of new technologies, changes in regulation; these are examples of situations that could be foremost on your corporate agenda.
- Our teams are well-equipped to provide you with industry knowledge and expertise, market outlook and customer insights to define where and how to act, whether it be to embrace or defend against change, to diversify organically or explore potential acquisitions with the aim of sustaining a new era of value creation for your company.
- With a clear understanding of the most attractive future competitive market segments, we set out the competitive landscape and rank acquisition targets with criteria tailored to your company’s strategic fit.
- Frequently, our analyses in this domain are combined with the assessment of potential synergies and cost savings creating a holistic corporate investment case to allow direct actions to be taken. Our approach is often a combination of interactive workshops, market intelligence collection and deep-dive analyses.
Deal Execution & M&A Process
We evaluate potential targets or merger partners as well as financial and strategic alternatives. We advise on strategy, timing, structure, financing, pricing, and we assist in negotiating and closing transactions. In addition, we act as a dealer-manager in tender or exchange offers.
Our knowledgeable team will guide you through the merger/acquisition process. We have access to specialist corporate finance databases and an extensive contact base enabling us to identify potential targets that meet your criteria. We will approach the shortlisted targets on your behalf, establishing dialogue and raising the possibility of a transaction. We will manage the process from negotiations on price and structure, through to legal completion.
With plans in place, we support a deal process that minimizes time to close and maximizes the potential to obtain the desired price. Our contributions at this stage in collaboration with the client’s deal team are primarily focused on building communications and negotiations strategies. The strategies include preparing communications materials, developing internal and external announcements, and supporting purchase agreements and TSA negotiations.
Deal Due Diligence
When looking to acquire/sell a business it is fundamental to understand the financial and commercial risks/opportunities. Our due diligence team will identify critical issues, enabling you to negotiate and make decisions with all the facts to hand.
Buy-side due diligence
Whether you are a financial sponsor or a corporation, due diligence is a key milestone on the critical path to complete an acquisition. This is the right moment to confirm the full potential value creation of a strategic opportunity. Our team will help you secure the quality of the historical financial information provided by the seller, challenge the assumptions of the presented business plan, provide reliable information to prepare an enterprise to equity value bridge and assist in the negotiation of the final price. Our report will be useful to document the transaction share purchase agreement and meet the international standards requirements of financial institutions providing external acquisition debt.
Sell-side due diligence
When it comes to selling a business, preparation is of the essence to secure the transaction dynamics and final negotiated price. Our vendor due diligence experts will assist vendor management teams throughout the process from the presentation of historical financial information, the documentation of business plans, the interaction with potential buyers and the negotiation of financial terms of the share purchase agreement. Based on the situation, we offer a wide range of solutions from focused vendor assistance analyses to full comprehensive Vendor Due Diligence supporting external financing. After the transaction, our reports and associated documentation will help the seller monitor any potential post-closing issue or litigation.
Valuation & Business Modeling
InovCap team provide corporate and private equity clients robust valuations to support their transactions to meet regulatory and strategic requirements. Knowing that justifying the value of assets and liabilities has grown more complex and critical for most businesses.
Our professionals bring excellence in Business and Financial Modeling; including advanced simulations with adjusted risk/return sensitivity analytics, revenue forecasting (estimation of Cash Generating Units), business units/lines consolidations, EBITDA calibration and WAAC calculations.
In addition, our team can help clients carry out the model review, model support and model-build activities you need to make key decisions and improve your strategic outcomes by using advanced modeling tools.
Unleash Deal Value through an integrated enterprise planning
Our commitment does not end upon completing a transaction !
Often with a collection of value-creating recommendations following a deal process, we are ready to assist you in a pragmatic approach to deliver value with large transformation programs, enhancing synergies through InovCap integrated enterprise planning solutions with a 360° view of target integration management.
