Ambatzis Venture Investment Partners merger & acquisition strategies provide owners of businesses with the analytical tools required for a merger and / or acquisition, including a strategic plan of action for future growth. Our firm provides Client Advisory, Transaction Services and Equity Financing resources.
The Three- (3) key elements provided by our firm's merger and acquisition affiliates are:
Planning
Advisory (Consulting) Services
Transaction Services
PLANNING
Provides a comprehensive assessment that will affect a firm's worth, and key strategies that may be taken in a sale transaction. This process is for evaluating the major elements affecting value.
This partially includes:
I. Timetables & Objectives
II. Market Feasibility Study
Industry Research
Market Trends
Competitive Analysis
III. Organization Assessment
Review of Strategic Plan and Critical Path
Assessment of Management Qualities (Strengths & Weaknesses)
Financial Analysis & Earning Trends
Assessment of Financial & Management Systems
Due Diligence Checklist
Evaluation of Products and / or Services
IV. Cultural Alignment
Analysis of Key Factors Affecting Value and Growth
Addressing Key Questions For A Strategic Transaction
Strategic Recommendations
Goals & Ownership
Monitoring & Follow-up Process
ADVISORY SERVICES
Ongoing review and monitoring of value enhancement plan progress and key issues affecting value is part and parcel of services that may be retained.
Additional services available, such as strategic plan development, succession planning, business valuation, equity financing and / or venture capital, would be provided separately on a case by case, project basis.
TRANSACTION SERVICES
Important key points of interest regarding a sale transaction, whether being of assets or capital stock, within a merger and / or acquisition;
Identify and outline clear objectives and develop realistic expectations.
Assessing company's strengths and weaknesses by identifying value drivers.
Developing marketing strategy, including approach to confidentiality.
Audit of saleability.
Preparation of Information Memorandum.
Approach potential financial and strategic buyers to develop multiple indications of interest.
Negotiation of definitive agreement.
Thorough and decisive due diligence.
Address sensitive issues such as employee retention, management contracts, representations and warrantees, and timing and form of purchase.
