• Sell-side M&A Representation

  • Transaction Preparation

    • Pre-transaction Quality of Earnings (QofE) Analysis
    • Pre-transaction Due Diligence
    • Development of targeted lists of potential buyers (strategic and/or financial) matching your goals

  • Process Implementation

    • Construction of an anonymous “Teaser” providing a snapshot of the company, including basic operating information and select financial information
    • Preparation of the Confidential Information Memorandum (CIM), an in-depth marketing document, providing an extensive overview of the business
    • Management of Non-Disclosure Agreement (NDA) process with potential buyers
    • Facilitate buyer introductions and meetings
    • Management of sale process (e.g., negotiated sale, private auction)
    • Negotiation of a Letter of Intent (LOI)
    • Setup of a virtual data room (VDR) and preparations for buyer due diligence
    • Assist with optimal deal structuring
    • Compute after-tax proceeds
    • Assistance in final negotiations with buyer
    • Closing and post-closing (e.g., working capital adjustment, escrow/holdback release) assistance

For more information or to schedule a complimentary appointment, please contact  Thomas J. Emmerling, PhD, CFA^®, CVA^® at tjemmerling@dopkins.com.