M&A

M&A

Over the lifetime of a business, an owner will experience different needs with different goals. Whether you are in the process of expanding your business through acquisitions or looking to exit your business, Synergy Group can assist you in every aspect of the transaction. We are experienced in managing various transaction types occurring in almost every major industry, both nationally and internationally.

Our professionals can help prepare your company for the most efficient and favourable completion of a transaction. We will work closely with you to analyse the company and market, prepare your company’s documents, define and locate the right potential partners, and manage all aspects of the transaction until a successful clousure  is achieved. We will enlist the aid of our extensive international network to ensure we find appropriate partners and to negotiate the absolute best terms for your business.

The usual steps in a successful transaction are:

SYNERGY GROUP M&A PROCESS

1. Develop Acquisition Strategy

Evaluate client’s business strategy

Benchmark to competitors

Identify needs and weaknesses that could be addressed through acquisitions

2. Position The Business

Create a valuation report of the company

Develop a teaser and a presentation to attract targets/buyers

3. Identify And Contact Potential Targets/Acquirers

Identify potential targets/buyers

Contact targets via phone and e-mail

Execute standard NDA

Set up management meetings

4. Conduct Due Diligence

Lead business due diligence team

Coordinate financial due diligence

Coordinate legal due diligence

Assist in preparation of board material

5. Structure Transaction and Negotiate Terms

Value

Structure

Potential exits

Tax Considerations

Develop financial models

Coordinate the drafting of documents

6. Close Transaction

Coordinate closing activities

Assist in post-transaction integration