Mergers & Acquisitions
Proven Process
EdgePoint has developed a highly effective approach to representing the shareholders of middle-market businesses in selling their company or division(s) in a confidential manner. Our process starts with a detailed valuation to determine how much the business is worth and identify potential market opportunities. Once this step is complete and it is decided to proceed with a potential sale, EdgePoint aggressively begins the process of taking your company to the target market.
Preparation
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Marketing
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Execution
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- Assess value of company
- Define owners objective
- Develop custom buyers universe
- Review strategic alternatives and transition options
- Analyze transactional tax analysis
- Recast historical financials
- Review financial projections
- Communicate with other advisors
- Conduct extensive market research
- Prepare confidential offering memorandum
- Prepare one page teaser
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- Conduct buyer calls
- Establish timeline for controlled auction
- Solicit bids from numerous qualified buyers
- Evaluate various offers and letters of intent
- Facilitate management presentations and final offers
- Advise owners on final buyer selection
- Negotiate terms and conditions with interested buyers
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- Facilitate due diligence process
- Negotiate final purchase agreements
- Ensure financing is secure and on schedule
- Completion of detailed closing checklist
- Management and employee notification
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