<< Services

Phase II

6 weeks

 

Phase IV

3-4 weeks

 

Phase VI

1-2 weeks

 

Phase III

3-4 weeks

 

Phase V

6-12 weeks

 

Phase I

4-8 weeks

 

Initial Preparation

& Book Drafting

 

Approach

the Market

 

Management Presentations

 

Preliminary Diligence & LOI

 

Final Diligence

& Documentation

 

Closing

 

Purpose

  • Map Strategy
  • Draft Book
  • Identify Buyers
  • Determine Interest
  • Solidify Interest
  • Complete Transaction
  • Maintain Momentum
  • Maintain Competition
  • Lock-in Major Terms
  • Maintain Momentum

Activities

  • Interview Management
  • Detailed Strategy and Business Plans
  • Competition
  • Financial Data
  • Past Approaches
  • Potential Buyers
  • Prepare CA
  • Draft and Review Book
  • Send “Teaser” Letters
  • Negotiate CAs
  • Issue Books
  • Provide Initial Selling Context / Information
  • Confirm Process with Buyers
  • Draft Management Presentation
  • Dry Run /  Coach Management Team
  • Host Meetings
  • Anticipate Questions / Issues
  • Select Finalist(s)
  • Draft Purchase Agreement
  • Issue Diligence Data
  • Field Buyer Questions
  • Conference Calls with Management
  • Buyer Management
  • Finalize Diligence
  • Negotiate Definitive Agreement
  • Finalize Financing
  • Execute Documents
  • Move Money

Outcomes

  • Confidentiality Agreement
  • Confidential Memorandum
  • Buyer List
  • Preliminary Buyer Indications of value
  • Schedule Meetings for Presentations
  • Multiple Buyers
  • Investment Thesis Confirmed
  • Buyer Enthusiasm
  • Buyer Commitment
  • Preliminary Financing
  • Major Terms
  • Financing
  • Purchase Agreement
  • Transaction Funded

© 2017 Mazzone & Associates, Inc.  All rights reserved   /   75 Fourteenth Street NE  Suite 2800  Atlanta, GA  30309   /   404.931.8545

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