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M&A Process

The process of an M&A program is as follows:

1) Strategic Advice

  • Interview the client in order to best understand their business and gain information on their industry
  • Discuss with the client their particular goals for a transaction, including their current financial condition
  • Advise on current market conditions, the industry sector, and financial climate

2) Outbound Search

  • Work with the client in developing a comprehensive merger or acquisition memorandum
  • Work with the client to prepare an extensive list of possible strategic and financial targets and plan appropriate actions
  • If specific target businesses have already been identified, research these companies in-depth and provide an initial assessment

3) Negotiations

  • Create a "short-list" of preferred target companies
  • Make an initial confidential approach to selected target businesses
  • Once dialogue is initiated, perform due diligence on target, including corporate structure, financial health, product synergies, and potential value
  • Commence detailed negotiations, to achieve the best possible terms
  • Work with the client, attorneys and buyer to close the transaction

Post Acquisition Management

  • Work with client following completion of merger or acquisition to ensure that all post acquisition issues are properly identified and addressed. (E.g., sales and product integration, headcount synergy, corporate culture, message definition and communications, marketing, PR, etc.)
MERGERS AND ACQUISITIONS
Mergers & Acquisitions
M&A Services Overview
M&A Process
Why Fortus
Fortus Management Partners
800 Wilshire Blvd.
Suite 1500
Los Angeles, CA
90017

888-759-5772
info@fortus.net