Buy Side M&A

Buy Side M&A isn’t a reciprocal skill set to Sell Side M&A. Buy Side execution is a technical intersection of underwriting, structuring and negotiation where Capital Insight’s experience and knowledge is a market differentiator. Working in partnership with our client we systematically prioritize those items that would be accretive, dilutive or neutral.

Buy side failures often occur when an ego gets in the way of transacting. Maintaining focus on priorities and having the discipline and expertise to compromise when necessary to achieve success.

CI focuses on success while negotiating from strength

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• Target Identification and Strategy

  • Target Identification

  • Financial and operational synergies

  • Strategy negotiations planning

  • Capital considerations and planning
    Counter party involvement and negotiations

• Preparation & Analysis

  • Dynamic financial model development and analysis

  • Buyer organization of data room

  • Management of third-party reports

• Execution

  • Obtain key information and milestones
    Dissemination of memorandum 

  • LOI preparation & negotiation

  • Management of due diligence process

  • Preparation & negotiation of definitive agreement

  • Execution & Close