Merger and Acquisition Transaction Support


Merger and Acquisition Growth Strategy

  • Identify current in-house assets and deficiencies
  • Identify potential acquisition candidates which fill these gaps
  • Support pre and post-transaction process including introductions, offers, negotiations, closing, integration plan, new processes, and organization planning.
  • Review integration market issues including new market/customer growth, channel overlap, and unified market strategy.


Due Diligence Support


  • Detailed technology due diligence with includes lineage, competitive intellectual property,
  • Product Review and Assessment for Hardware, Firmware, and Software systems
  • Product Market Gaps and Mitigation Plans
  • Product Test review and market readiness   
  • Certifications, Standards, and Environmental Testing              
  • Product Cost Estimates         
  • Intellectual Property
  • Documentation, Methodology & Process, User documentation
  • Configuration Management               
  • Technology Maintainability  and Scalability Reviews 
  • Business due diligence including staff, customer base, sales channels, market size, and other corporate assets.


Divestiture Growth Strategy


  • Review each key area of the company by technology assets, market access, and P/L.
  • Support market valuation process of divested business.
  • Develop an in-house divestiture plan which includes separation of individual entities.
  • Support the pre-and post-transaction process including the development of an offering memorandum, identification of potential acquirer candidates, introductions, negotiations, closing, and divestiture execution support.


 

Capital Investment Support


  • Support the review of the multitude of business plans received.  Ranking plans for feasibility, impact, ROI, assets and deficiencies.
  • Support the development of product development plans, marketing plans, business plans, financial models, compensation plans, and corporate growth initiatives.
  • Travel to portfolio companies and review status of technology development, market penetration, staff development, and expenditure constraints.  Develop plans and support the resolutions of these issues.