← Investment Banking
Buy-Side M&A
Advising an acquirer from target selection through valuation, diligence, financing and closing.
1.1Acquisition criteria and sector mapsector-overviewcompetitive-analysis
Agree what the client wants to buy and map the landscape.
- Delivers
- Sector landscape
- Led by
- Managing Director · with Vice President / Director, Client & outside advisers
1.2Target screen1 wanted
Build the long list, apply criteria, shortlist.
- Delivers
- Target list
- Led by
- Analyst · with Associate
- Wanted
target-screening Screen a sector for acquisition targets against size
1.3Target profilesfsi-strip-profiletear-sheet
One-page profiles of shortlisted targets.
- Delivers
- Target profiles
- Led by
- Analyst · with Associate
1.4Engagement letter1 wanted
Agree scope and fees with the acquirer.
- Delivers
- Signed engagement letter
- Led by
- Managing Director · with Vice President / Director, Compliance & committees, Client & outside advisers
- Wanted
engagement-letter-review Compare an engagement letter against market terms for fees, tail, exclusivity and indemnification.
1.5Client onboarding and internal approvalkyc-doc-parsekyc-rulescommittee-memo
KYC on the client, conflict clearance, restricted list and insider list, committee approval to take the mandate.
- Delivers
- Approved mandate
- Led by
- Compliance & committees · with Vice President / Director, Associate