Timeline
Preparing the Information (Weeks 1 - 4)
- Complete production of Virtual Data Room
- Complete production of Marketing Materials
- Identify and finalize list of potential investors
Market the Company (Weeks 4 - 10)
- Begin outreach to potential investors / acquirers and distribute information memoranda
- Follow-up, stress selling points, and express fit into investor’s / acquirer’s existing portfolio
Submission of Interim Proposals: (Weeks 10 - 13)
- Solicit Indications of Interest (IOIs)
- Receive written indications of interest, review and advise the owner on offers
- Manage and organize initial investor / acquirer information requests
- Move prospective investors / acquirers through the submission process in synchronicity
- Schedule management meeting, while being selective and confidential
Due Diligence and Final Proposals: (Weeks 13 - 16)
- Request final offers and review
- Evaluate deal points including price, terms, and certainty of closure
- Distribute draft agreements to team and seek input
- Negotiate offers
Final Negotiation and Closing: (Weeks 16 - 25)
- Select the best offer
- Finalize definitive agreement
- Work with management, management’s advisory staff, and investor / acquirer towards closing the transaction
Note: The duration of our M&A & Capital Raising timelines can lengthen or shorten given variances in the market, the attractiveness of the opportunity to investors / acquirers, and the availability of data to Newbridge.