Preparation, positioning and execution
Our group of professionals have been involved in over 50 advisory mandates, and is equipped to advise management through transaction expertise and a network of relationships that will ensure delivery on client objectives. Our focus is on operating businesses with EBITDA over $1 million annually.
What we do
We partner with clients to provide advisory services to operating businesses with services including:
- Selling a business
- Buying a business
- Transition and succession planning of management
- Merger and acquisition advisory
STRATEGIC ALTERNATIVES OPEN TO OUR CLIENTS
In conducting the strategic alternatives process a key consideration is who to market to in the process. Avison Young, in consultation with management is able to provide advisory services on a number of alternatives.
- Strategic Partner/Buyer
- Management Buyout
- Industry/Business Counterparty
- Financial Partner/Buyer
- Family Transition
Our Approach
PREPARATION
- Opportunity introduction letter
- Prepare confidentiality agreement (CA) and execute
- Prepare confidential information memorandum (CIM)
- Develop counterparty contact list
- Prepare management presentation
- Create online data room
MARKET
- Contact counterparty contact list
- Sign confidentiality agreements
- Deliver CIM and data room access
- Set - up management presentations
- Coordinate due diligence process
EXECUTION
- Set bid deadline
- Receive expressions of interest
- Review interest with management
- Management execution of agreements and closing process
For more information about our acquisition, divestiture and business advisory services, please contact your local Avison Young office.