PROCESS
While every disposal process shares common elements, each transaction is unique. Business characteristics vary significantly, and ultimately, deals are made between people. An M&A advisor’s success depends on their ability to design and execute processes with emotional intelligence, ensuring optimal outcomes.
Our comprehensive process typically includes:
TRANSACTION STRUCTURE DESIGN
Strategic and Tactical Advisory Services, covering
- Control mechanisms
- Earn-out structures
- Tax considerations
- Dividend policies
- Executive retention arrangements
Documentation Preparation
- Executive summaries
- Information memoranda
- Business plans
Financial Services
- Company valuations
- Financial modelling
POTENTIAL Buyer Management
- Identification and evaluation
- Strategic approach and engagement
- Due diligence coordination
- Offer analysis and evaluation
Transaction Support
- Legal documentation review
- Negotiation management
- Due diligence facilitation
- Management presentation coordination
Project Oversight
- Board and shareholder presentations
- Third-party advisor coordination
- Tactical guidance throughout the process
- Signing and closing support
Specialist Advice / Mergers & Acquisitions / Corporate Finance
At Klemm & Co, we believe that exceptional situations demand personalized attention. With over three decades of experience, we specialize in navigating complex, challenging, and unique corporate scenarios.
Our expertise lies in:
International mergers and acquisitions & strategic corporate finance advice
KEY SUCCESS FACTORS
The acquisition process mirrors a similar sequence from the buyer’s perspective, with additional emphasis on market intelligence and competitive positioning analysis.
Strategic Preparation
- Business positioning optimization
- Comprehensive sale readiness
- Carve-out planning
- IT system separation
- Tax structure optimization
Buyer Dynamics
- In-depth potential buyer analysis
- Competitive tension creation
- Strategic fit assessment
Process Management
- Transparent project oversight
- Clear milestone tracking
- Efficient coordination
Transaction OptimiSation
- Balanced risk management
- Appropriate legal framework
- Focus on optimal outcomes rather than maximum values
- Meticulous attention to detail
SPECIALISATION
Non-core assets encompass subsidiaries, business units, production sites, or specialised product teams that no longer align with a company’s core business due to evolving product portfolios or technological changes …