We Manage Your Acquisitions.
Done For You, End-To-End.
Challenges Of Acquiring
Value leakage can occur in many ways when buying a business. People and capital should be allocated to critical areas of difficulty and risk to achieve the best deal for an acquisition.
- Unsophisticated buyers that do not engage a buy-side advisor
- Improperly valuing deal based on internal economics and external factors
- Failed negotiations when dealing with sophisticated sellers
- Capital raising and structuring a max value capital stack
- Finding and aligning the right strategic and financial deal
- Retaining successful operations post close (golden handcuff sellers)
- Appropriate due diligence to ensure a smooth closing
- Navigating competitive offers during a bidding
- Requesting relevant information from sellers and analyzing it correctly
- Bad quality of information provided during due diligence
- Inability to define or negotiate purchase price adjustments
- Surprises from seller during due diligence that impact price
- Delays in the selling process that reduce negotiating leverage
- Unanticipated post-close purchase price adjustments
- Incentivizing and retaining key employees, non-compete agreements, etc.
- Potential deduction limitations related to golden parachute payments
- Statutory pension or post-employment obligations
- Improper assumptions of regulatory requirements for closing
- Loose purchase agreements resulting in future legal obligations
- Improper handling of Tax obligations post close
Our Approach
We offer capabilities across the full spectrum of deal needs from deal strategy and targeting, through to post-close transition.
Advanced Deal Flow Review
Deal Valuation and Comparable
Benchmarking Analysis
Financial Recasting
CIM + Teaser Reviews
Operational and Financial Diligence
Data Room Review
IOI / LOI Submissions
Seller Target Screening
Data Request Management
TSA Requirements
Commercial Agreement Development
SPA / APA Reviews
Seller Negotiations
Standalone Analysis
Stranded Cost Analysis
Entanglement Analysis
Quality of Earnings Analysis
Deal Capital Structure
Deal Funding
Day 1 Execution Plan and Dry-Run
Post-Close 100 Day Plan
Integration Strategy
Mobilize Integration Management Office
Implement Deal Metrics Dashboards
Implement Cutover Playbooks
Internal & External Communications
Regulatory Approvals
Client / Vendor Consents
Source SMEs
Post-Close Integration Strategy
TSA Invoicing & Management
Dispute Resolution
Functional Integration
Talent Management
Synergy & Value Capture
Rationalize Stranded Costs
Acquire Right
Industry Starting Price
$ 4,000,000
Strategy+ Starting Price
$ 300,000
Done For You
Our fully Done For You acquisition model manages every aspect of the deal including Legal, Investment Banking, Accounting/CPAs, Consulting, Regulatory, Research, Analysis and more.
- TIER 1
- Annual Revenue Up To $10M
- Annual EBITDA Up To $3M
- Deal Origination With Weekly Metrics
- Company Valuation With Deal Value Report
- Digital Data Room and Full Diligence
- Legal Agreement Advisory
- Capital Structure Advisory
- Day 1 Full Readiness
- Integration Strategy
- Transition Service Management
- Expenses Included
- TIER 2
- Annual Revenue Up To $35M
- Annual EBITDA Up To $7M
- Deal Origination With Weekly Metrics
- Company Valuation With Deal Value Report
- Digital Data Room and Full Diligence
- Legal Agreement Advisory
- Capital Structure Advisory
- Day 1 Full Readiness
- Integration Strategy
- Transition Service Management
- Expenses Included
- TIER 3
- Annual Revenue Up To $70M
- Annual EBITDA Up To $15M
- Deal Origination With Weekly Metrics
- Company Valuation With Deal Value Report
- Digital Data Room and Full Diligence
- Legal Agreement Advisory
- Capital Structure Advisory
- Day 1 Full Readiness
- Integration Strategy
- Transition Service Management
- Expenses Included
- TIER 4
- Annual Revenue Up To $70M+
- Annual EBITDA Up To $15M+
- Deal Origination With Weekly Metrics
- Company Valuation With Deal Value Report
- Digital Data Room and Full Diligence
- Legal Agreement Advisory
- Capital Structure Advisory
- Day 1 Full Readiness
- Integration Strategy
- Transition Service Management
- Expenses Included
Done For
Strategy+ is privileged to represent a wide array of corporate, individual and governmental interests in acquisitions, mergers, divestitures, joint ventures, spin-offs, carveouts, and ringfencing strategies globally.
