Transactions
Past successes are the best predictor of future performance. Our competence and expertise in a range of
industries and situations has resulted in the associated sample of mandates listed below.
2011
Industry/Client Type
Medical Device Manufacturer/Distributor
Description of Mandate
Provide financial modeling and valuation services to support an investment bank's buy-side mandate, whereby their client wished to evaluate the acquisition of two medical device manufacturer/distribution companies.
Industry/Client Type
Internet Software Application Company
Description of Mandate
Sell-side advisory services in regards to the partial divestment transaction (i.e. liquidity event) of a minority stake in the client, which included establishing an agreed valuation amongst selling shareholders, the identification of strategic acquirers, preparation of a financial summary/CIM, teaser, etc. Aid in the development of an appropriate negotiation strategy, and aid in the structuring of the transaction.
Industry/Client Type
Consumer Product Patent
Description of Mandate
Sell-side advisory services in regards to the identification of strategic acquirers, aid in the development of an appropriate negotiation strategy, and aid in the structuring of the transaction for the sale of the Client’s patent to a consumer products company.
Industry/Client Type
E-Commerce Website
Description of Mandate
Advisory services in regards to initial contact with potential strategic financial partners and/or financial institutions, and a review of term sheets/letters of offer and negotiations with potential strategic financial partners and/or financial institutions.
Industry/Client Type
Sign Manufacturer
Description of Mandate
Provide an independent calculation valuation report, calculating the “en bloc” fair market value of the outstanding shares of the Company. The purpose of the report was to assist the client in negotiations with a thrid-party looking to acquire shares in the Company.
Industry/Client Type
Food Produce Manufacturer and Distributor
Description of Mandate
Provide an independent calculation valuation report, calculating the “en bloc” fair market value of the outstanding shares of the Company. The purpose of the report was to assist the client in negotiations with third-party purchasers looking to acquire the shares of the Company.
Industry/Client Type
Security Software Company
Description of Mandate
Provide an independent calculation valuation report, calculating the “en bloc” fair market value of the outstanding shares of the Company. The purpose of the report was to assist the client in negotiations with potential strategic investors looking to acquire shares in the Company.
Industry/Client Type
Business Plan Software Company
Description of Mandate
Sell-side advisory services in regards to the identification of acquirers, aid in the development of an appropriate negotiation strategy, and aid in the structuring of the transaction.
Industry/Client Type
Real Estate Joint Venture
Description of Mandate
Sell-side advisory services in regards to the development of an appropriate negotiation strategy, negotiations with the purchaser, and aid in the structuring of the transaction.
Industry/Client Type
Local SEO Saas Platform Company
Description of Mandate
Advisory services in regards to aid with establishing a calculation of a possible range of value for the Company’s pre-money valuation, review of business plan materials and initial contact with potential strategic financial partners and/or financial institutions, and a review of term sheets/letters of offer and negotiations with potential strategic financial partners and/or financial institutions.
