The final stage of the M&A process is to negotiate the right deal terms for you and your business.

Negotiating deals includes i) the initial discussions with prospective investors where we present the deal to them ii) providing adequate answers to all questions raised during the Q&A phase and iii) discussing the terms, covenants and deal structure to be included in the final agreements (the shareholders agreement and the share purchase agreement).

If a deal falls through, it costs you time, money and the potential loss of sensitive business information.

Deal discussions get started with several investors, but not all of them progress through all the stages to reach a deal conclusion.

It is critical you adopt a phased approach to deal with prospective investors so you i) do not waste time with those parties who  will not move forward and ii) you do not share all your business secrets and sensitive information at the early stages with parties who will not become your partners.

How to avoid these problems before they arise?

We have a 7-step process that we implement to execute the deal efficiently and only share your business information as the prospective investors progress through each stage of the process.

Here is how our 7-step deal negotiation process works:

Step 1: Share an anonymous investment teaser

Step 2: Share the confidential information memorandum

Step 3: Engage in Q&A to address investor queries

Step 4: Sign a non-binding term sheet

Step 5: Coordinate investors’ due diligence reviews

Step 6: Discuss the final deal terms

Step 7: Sign the final agreements

Our team has years of experience successfully implementing these 7 steps with clients in a wide range of industries. We are experienced facilitators and we pave the way for smooth and fruitful negotiations on both sides, ensuring you and your investors enjoy a healthy professional business relationship long into the future.

Each deal placement is unique. And needs a customized solution.