The M&A consulting support process includes

Determining the customer’s capacity and needs,
Selecting a business to invest in (For the buyer – Buy side)/Selecting an investor in the business (For the seller – Sell side),
Consulting on preparing an offering dossier (CIM – Confidential Information Memorandum, Teaser, Financial Model),
Consulting customers on performing Due Diligence,
Consulting on negotiations during the investment process, supporting customers in completing investment procedures.
Specific results of consulting activities include:

1. Meetings for discussion and consultation

The first step of M&A consulting services is to work directly and through the media to learn about and evaluate the needs, investment goals, financial capacity of customers, risk tolerance, etc., and to discuss and clarify issues in investment strategy, tactics, investment viewpoints, etc.

2. Investment strategy consulting report, asset allocation structure, and investment opportunities

Investment strategy consulting report: This report is a synthesis of the information exchanged and information through the M&A consulting service unit’s survey of the customer and on that basis, based on the economic and financial market situation, the consulting unit makes recommendations on the most suitable investment strategy and tactics for the customer, including advice on investment forms, transaction methods, timing of investment/divestment implementation. capital, reasonable target, selected market…
Asset allocation structure consulting report: This report is a list of specific assets that the M&A consulting service unit recommends to the client to achieve the requirements set out in the investment strategy consulting report as well as thereby ensuring the client’s investment goals. The asset allocation report is based on four main criteria: identifying key industry groups, identifying potential securities, expected investment price, and allocated investment proportion. The asset allocation structure consulting report can be done separately based on the client’s requirements and suitable for each specific time.

Investment opportunity report: The investment opportunity report indicates an investment opportunity that is suitable for the current market, with the client’s requirements and characteristics. This report can be done periodically or at the client’s request.

3. Business analysis/valuation report and investment risks

For the buyer (Buy side): This report provides a specific assessment of a business at the request of the customer, stating clearly the current operating situation of the issuer as well as the risks and potentials of that business in the future. At the same time, the report of the M&A consulting service unit also makes recommendations on the possibility of investing in the analyzed business and the most reasonable investment method.

For the seller (Sell side): This report provides a specific assessment of the customer’s business, stating clearly the current operating situation as well as the risks and potentials of that business in the future. At the same time, the report also makes recommendations and warnings about risk scenarios when receiving investment from other organizations/individuals.

4. Support for Investment Teaser, CIM – Confidential Information Memorandum, Valuation Model

Investment Teaser (For the Sell Side): M&A advisory services will summarize the offering process but not mention the name of the selling unit (target company) to protect the identity of the business. The teaser includes the unique selling points of the business, while ensuring that the value of the business is recognized by the majority of readers – helping the seller (target company) get the best buy-sell agreement.

CIM – Confidential Information Memorandum (For the Sell Side): a document used in M&A transactions provided by M&A advisory services to convey important information about the selling company, including business operations, financial statements, management information, and other data to potential buyers.

5. Participate in Due Diligence, participate in investment negotiation process

The process begins when the investment offer is accepted; due diligence aims to confirm or adjust the buyer’s assessment of the value of the target company by conducting detailed examination and analysis of all aspects of the business – financial figures, assets – liabilities, customers, human resources, etc.

6. Complete the necessary legal procedures to complete the investment

7. Post-M&A consulting