Transaction Advisory

Financial, commercial and strategic insight to maximise deal value.

We assist companies involved in acquisitions, divestitures, strategic alliances and access to local and global capital markets. Our services include financial due diligence (buy side), vendor due diligence, vendor assistance, commercial due diligence, sale and purchase agreement advice, capital markets, bid support & defence, deal strategy, delivering deal value and merger and acquisition tax. 

How we can help you

Issues you may be facing

• You want to strengthen your company’s core business by acquiring competitor products that are almost identical in function/performance to your own.
• You need to build on your company’s existing activities by purchasing complementary products.
• You want to purchase a company to gain access to its existing products in new markets, or to increase your customer base.
• You need to expand your company’s current portfolio of products and services through the acquisition of new ones – potentially to provide a hedge against the movements in the markets in which the company operates.
• You want to spread your company’s market risk by purchasing a company providing similar products or services in another country.

How we can help you

Financial Due Diligence (buy side)

Enhancing the purchaser’s understanding of the target business by bringing commercial and financial industry-specific perspectives.
          • Assess the business being acquired, relative to your economic and operational objectives, and the assumptions underpinning the                   deal.
          • Provide you with greater certainty over the nature of the business, inherent risks and the characteristics of the cash flows                                generated by the business.
          • Help inform your pricing decisions and the level of gearing the structure will support.
          • Reduce disruption to your own business, providing independent insight into the business you are acquiring.

          • Help add credibility to the facts, figures and information provided by the seller and in the sales memorandum, in order to support                  your negotiations.
          • Identification of value critical issues and financial risks.
          • Reduce uncertainty risk for financial buyers. 

Vendor Due Diligence

Giving vendors greater control and positioning over the sale process and timing. Our vendor due diligence specialists provide comfort to both buyers (acquirers) and sellers (vendors) with an independent view of the business, encompassing its performance and prospects. 

 

Commercial Due Diligence

Assessing the commercial aspects of your deal, including market attractiveness, competitive positioning and customer satisfaction.

Issues you may be facing

          • You are facing declining markets and want to strengthen your core business by acquiring competitor products or by expanding into               new markets.
          • You need to assess and understand whether your business plan will stand up to due diligence.
          • You need to build on your company’s existing markets and internal capabilities by acquiring a competitor in your own or new                           geographic market.
         • You want to purchase a company to expand on your customer base.
         • You need to expand your company’s current portfolio of products and services through the acquisition of new ones – potentially to                provide a hedge against the movements in the markets in which the company operates.
         • You want to spread your company’s market risk by purchasing a company providing similar products or services in another country.

How we can help you 

         • Commercial assumptions underpinning the deal.
         • Provide you with greater certainty over the nature of the markets, the customer base and your competitors.
         • Help inform your pricing decisions by gaining better insight into the markets and competitive landscape.
         • Help add credibility to the commercial and market assumptions provided by the seller in the sales memorandum.
         • Identification of value critical issues and market risks and assumptions.

Deal Strategy

For every major investment decision, our Deal Strategy team will support you to ensure the investment decision is sound, investment risks are manageable and deal value can be created. Helping you develop growth strategies, execute deals and drive long-term value creation.

Since we provide assistance throughout the deal cycle, and on the buy or sell-side, we can assist you should you be facing any of the following challenges:

         • Understanding the complex dynamics of market attractiveness in new sectors or geographies you wish to enter.
         • Unpacking the enabling / hindering factors within a market – whether it be regulatory, technology or other – which may impact your              investment decision.
         • Estimating an accurate and comprehensive market size, market share and potential for future outlook for prospective acquisitions.
         • Understanding what the market positioning of a potential target is and what level of competition exists within the market.
         • Struggling to identify a customers perspective on the commercial viability of a business.
         • Sufficiently interrogating revenue forecasts with a commercial lens to ensure the best deal.
         • Evaluating the best strategic opportunities to accelerate growth.
         • Difficulty fully articulating a seller value proposition to answer all the buyers’ questions.

         • Challenges in identifying the most suitable M&A targets to ensure value-creation.

Pre-deal strategy

We’ll help you get aligned on the right strategic priorities.

We understand the importance of identifying growth opportunities that will generate superior returns. We’ll work with you to help you develop or refine your growth strategy, understand your market and competitive dynamics and define your approach to M&A.

We’ll help you perform a portfolio review, screen and evaluate M&A targets to identify those that can increase your share of market, extend your share of wallet and/or acquire core assets and capabilities. 

Deal execution

Uncover the commercial risks and upsides of a deal.

We specialise in commercial due diligence and we’ll help you assess the commercial aspects of your deal—including market attractiveness, competitive positioning and customer satisfaction.

With our insights, you’ll be able to challenge the revenue forecast underpinning the opportunity and uncover potential upsides, so that you can pursue the best deal opportunities with confidence.

Some of the key tools we use include data and analytics, voice of the customer through phone interviews, quantitative surveys and interviews with industry specialists.

We often work in conjunction with our financial due diligence team, where findings are based on integrated views across all aspects of the transaction.

Exit planning

Increase your enterprise value on exit and reduce disruption through the sales process.

We understand the strategic and commercial questions potential buyers will ask. So we can help you prepare your business for sale by helping management develop their future strategy and business plans supporting it.

Our independent approach helps seller management identify upside potential and mitigate risks and present them in an effective way. This provides bidders with greater confidence in the go-forward strategy, supporting the seller value proposition and increasing sale value.