BUSINESS SITUATION
Our client was selected by a leading, distinguished UK-based industrial company seeking a strategic exit to capitalize on its achievements and provide new opportunities for growth as its sell-side advisor. The company wanted support with identifying, shortlisting, and approaching potential investors.
SGA APPROACH
- Preparation: Conducted internal due diligence and industry review, identified M&A in the industrial space in the last five years, performed peer analysis, screened for potential strategic investors in various categories, provided contact details, and performed a detailed valuation exercise followed by a Football Field analysis
- Marketing: Prepared management presentation, discussion material, confidential financial package, due diligence materials, and outbound marketing email and fine-tuned it for specific parties. Additionally, set up a data room and initiated outreach to prospective investors
- Investor Outreach: Approached potential investors via emails using MailMerge and maintained daily process and contact logs. Additionally, followed up with passive potential buyers, updated buyer details on CRM MadeMarket, and delivered management presentations to interested prospects
- Diligence and Closing: Helped the client select a suitable virtual data room from available vendors like Ansarada and Venue. Additionally, handled documents, follow-up information request reviews, regular updating of requested files during due diligence, and progress monitoring of definitive agreement and other closing documents
ENGAGEMENT
Recognizing the importance of expert guidance in navigating the complexities of a sell-side transaction, the client engaged our services to act as their sell-side advisor. We provided end-to-end support across the entire sell-side mandate lifecycle, encompassing preparation, marketing, investor outreach, diligence, and the closing phase.
BENEFITS & OUTCOME
- Thorough company valuation, internal due diligence, peer analysis, and industry review performed to confirm favorable market conditions for the deal
- List of 200+ potential strategic investors with identified contact details verified using MailTester
- Created marketing and deal documentation for outreach and client-buyer meetings
- Supported with setting up a data room, handling outreach campaign, and planning and monitoring deal activity progress
KEY TAKEAWAYS
- 30% lift in potential pitches
- Enabled internal teams to focus on core business activities
- Precise and impactful outreach strategy
- Across deal lifecycle engagement (one-stop-shop experience)
- Extract process efficiencies by using advanced technologies
