Mergers and Acquisitions

Operations that are a part of the process of business mergers and acquisitions are led by important decisions made by entrepreneurs and executives. Since our operations aim to achieve synergies, expand businesses and/or perform strategic restructuring, company and asset purchases and sales need to be carefully structured.
S&H Financial Advisors advises its clients in these processes, offering support in the main stages.

M&A

How we work

We assist in opportunity assessment and processes regardless if it is a purchase or sale.

Advice to the Buyer:

• Develop an investment “Thesis”;

• Overview of the market and the sector;

• Possibility of industry consolidation;

• Identify “target companies” for mergers and acquisitions;

• Negotiate and structure transaction terms;

• Coordinate and monitor the due diligence process;

• Negotiate corporate contracts and shareholder agreement

 

Advice to the Seller:

 

• Prepare “Book” in order to maximize the perceived value of the company;

• Timing of operation;

• Economic and financial assessment;

• Negotiate and structure transaction terms;

• Coordinate and monitor the due diligence process;

• Negotiate corporate contracts and shareholder agreement.