Analysis & Indentification
Use industry expertise and experience to recognize and understand which businesses have value creation potential. Identify the key stakeholders and their motivations.
Contact & Negotiations
Establish with shareholders and/or management whether a private equity solution is required and appropriate. Define the wants and needs of the key stakeholders.
Memorandum of Understanding
Negotiate terms and conditions of transaction. Draft and sign memorandum of understanding with all stakeholders.
Valuation & Assessment
Collect relevant data, in order to appropriately evaluate internal capabilities and external influences. Use at least 3 valuation methods, in accordance with international and SAVCA PE and VC Valuation Guidelines.
Sale / Subscription Agreement
Depending on the type of transaction conducted, draft Sale or Subscription of Shares Agreement, in which key deliverables and conditions are defined. A detailed business plan must, among others, form part of the agreement.
Compile Due Diligence team according to project requirements. Obligatory fields are Financial, Legal, Insurance, Environmental and Personnel.
Finalize contractual framework (shareholders’ agreement, employment contracts, etc.), and complete business plan, in which an immediate 100-day plan and a mid-term plan (3-5 years) are specified. Issue of shares and instatement of the management board.
Active participation in the management of the portfolio company through board representation and employment of required management staff to build key capabilities. Our focus lies on monitoring change, financial controlling and HR-related services.