Financial Services
Mergers & Acquisitions
Candidate Origination
- Sourcing – A filter-oriented process to qualify candidates by industry, size and synergies
Due Diligence
- Financial, Legal, and Operations Reports
- Marketing and Sales Inspection
- Supply Chain
- Key Management
- Market Analysis
- Competitive Analysis
Integration
- Corporate Integration (Facility, IT, Finance/Accounting, Tax & Treasury and Legal.)
- Product Integration
- Internal Operations Integration (Employees, Reporting, Budget)
Structure & Financing
- Determine the optimal structure of the combined entities
- Obtain necessary financing to acquire seller
- Negotiate term sheets