Drawing upon its transactional experience and corporate finance expertise, Balanz Advisory assists its active clients in mergers & acquisitions (M&A) and divestments, mostly in a lead advisory capacity.
Our clients generally require our services because they are looking to acquire a business, merge with another industry player, raise capital (part share sale) or exit through a full divestment.
M&A is not an exact science; it requires years of experience and intimate corporate finance knowledge. The success of a transaction depends on the ability to value a business (and manage expectations), structure a transaction, manage the process, communicate with the various parties and to successfully negotiate (and mediate) all the way through to settlement.
In our lead advisory role we look after the overall process which includes:
|Sale / Divestment – Sell Side||Acquisition – Buy Side|
|Company valuation (using various methods)||Find acquisition targets|
|Prepare target list||Valuation of target company|
|Prepare information memorandum||Review information|
|Review and analyse indicative offers||Prepare indicative offer|
|Set-up data room and manage due diligence process||Lead due diligence process (assistance from other specialist advisers as required)|
|Overall management of the process – liaise with various interested parties||Prepare final offer|
|Assist with negotiations||Assist with negotiations|
|Assist with structuring the transaction (tax considerations)||Assist with structuring the transaction|
|Review contract and documentation||Review contract and documentation|
During a merger or acquisition process, there are critical variables that must be closely managed. The success of a transaction ultimately depends on how quickly and professionally matters are attended to as they arise. We have a proven track record in maximizing the chances of a successful outcome by promptly solving issues using our transactional, technical and interpersonal skills.
Sometimes a client wishes to sell the business, but certain things may need to be put in place or tidied up to make the company “saleable”. Balanz Advisory provides interim financial management services to assist the client in getting ready for a sale (refer to our financial management and CFO services). We make sure that all the boxes are ticked and that all data room information is available in a complete and accurate manner.