AMERGE / CDI Acquisition Searches for Buyers

We have a different orientation than many investment banking/advisory firms. We ASSIST BUYERS in identifying, financing and closing acquisitions. Whether you are thinking about an acquisition for purposes of growth, diversification or any other competitive advantage, we are the advisory firm to serve you for the entire process. Organic growth has its limitations.

Phase 1
Target Review
(4 weeks)

• State the objectives
• Broadly identify the targets
• Develop a strategy and a target list 

Phase 2
Contact & Conferences
(4 to 12 weeks)

• Contact targets
• Gather information
• Analyze and compare
• Maintain excel spreadsheet
• Company visits

Phase 3
Negotiations & LOI (s)
(4 to 8 weeks)

• Complete a detailed analysis of the Target(s)
• Explore price, structure and terms
• Submit LOI (s)
• Select the preferred target

Phase 4
Contracts, Due Diligence & Closing
(6 to 8 weeks)

• Go to contract
• Help to resolve any open issues between the parties
• Coordinate and economize due diligence
• Close

AMERGE / CDI Seller Representation To Maximize the Value of Your Business

Phase 1
Preparatory Stage

• Defining the buyer profile with you
• Preparation of a long list of potential buyers ("Long List")
• Creation with you of a qualified short list of companies to be approached ("Short List")
• Preparation of a teaser and confidentiality agreement to be sent for the first contact with potential buyers
• Preparation of information memorandum describing your company in detail

Phase 2
Buyer Search

• Prepare marketing materials about your company and its value drivers
• Develop a customized marketing program to sell your company
• Identify prospective buyers worldwide
• Market your company on a confidential basis
• Secure "expressions of interest" or indications of value
• Schedule and conduct management presentations and site visits

Phase 3
Negotiations

• Analyze offers and terms to help you decide upon the best offer
• Manage key relationships with buyers
• Negotiate the Letter of Intent
• Coordinate the due diligence process
• Assist with negotiations of the definitive purchase agreement

Phase 4
Closing

• Work with your attorneys to draft the definitive purchase and sale agreement
• Help to resolve any open issues between the parties
• Coordinate with you and the buyer on strategic planning issues
• Close the transaction