Overview of the Northern Value Partners Sell-Side Process:
NVP becomes a trusted advisor to business owners looking to monetize their investment. We take a hands on approach to every engagement while providing valuable pre-marketing services. We develop a marketing memorandum that describes all aspects of the business and incorporates industry research. We work with management to develop management presentations and projections models that buyers are expecting from a well run business. In actively marketing the company, we target specific buyers through proprietary databases, industry contacts and other advisors. Our proactive approach and superior marketing materials ensures we achieve maximum value while ensuring management can focus on their primary task of running a business.
Pre-Marketing Preparation
- Organizational meeting
- Define objectives and scope of process
- Initial Advisor due diligence
- Identify potential buyers
- Preparation of marketing materials
- Teaser/script
- Confidential Information Memorandum (“CIM”)
- Management presentation
- Forecast model
- Data room population
Marketing the Transaction
- Contact potential buyers
- Execute confidentiality agreements
- Distribute procedure letter and CIM
- Management presentations
- Data room management
- Buyer diligence
- Coordinate site visits
- Assess feedback
- Request letters of intent (“LOI”)
Negotiation and Close
- Analysis of investor bids
- Provide feedback to buyers
- Select winning bid and negotiate with buyer
- New buyers lender diligence (if required)
- Confirmatory diligence
- Close conditions precedent
- Fund transaction
