M&A Advisor
We assist with entire M&A lifecycle
We bring in the experts, tools and methodologies to deliver your M&A transaction with the greatest flexibility and the lowest cost. If you are engaged in a M&A transaction, we would like to hear from you.
M&A Lifecycle
Our principals have supported entire M&A Lifecycle including Strategy, Target Selection, Valuation, Due Diligence, Integration & Divestiture, Stranded Cost Reduction, Contracts, and Synergy Identification and Capture.
M&A Services
We work with Strategic and Financial Buyers, and assist at any stage of the M&A Lifecycle, either on the Buy Side or the Sell Side. We provide program management to drive the deal, and bring in the experts, tools and methodologies.
20B
Our principals have done M&A deals with total deal value of $20 Billion, and we can assist you
M&A Services
M&A Strategy
We assist with preparation or conformation of your M&A Strategy, in line with your organization’s growth strategy.
Valuation
We do Financial Modeling of source, target and the combined company to support your valuation process.
Buy Side Process
We assist with the buy-side process, including identifying targets, due diligence, negotiations & contracts.
Sell Side Process
We assist with sell-side process, including preparing for sale, marketing, due diligence, negotiations & contracts.
Due Diligence
We assist with due diligence, including financial, legal, IT, HR, security, real estate, etc..
Deal Closing
We assist with completing all steps required for Deal Closing and a smooth Day One.
Integrations
We assist with post merger integration, including activities related to systems, processes and people.
Divestitures
We assist with post deal divestiture, including activities related to systems, processes and people.
M&A Roles
Business Strategy
We assist with preparing or validating your business strategy, and using M&A for promoting growth and value.
Program Management
We provide Program Management (PMO) to drive all aspects of your M&A transaction, including pre and post-closing activities.
Financial Modeling
We assist with Financial Modeling, with various scenarios, assumptions & capital structures, to support your valuation.
Accounting & Tax
We provide expertise for accounting and tax functions required to support transactions, including due diligence & tax strategies.
Legal Contracts
We provide legal and business expertise for preparing and executing various legal documents & contracts required.
Operations
Our operation experts assist in analyzing and improving business operations to plan for and support synergy targets.
IT Strategy
Our IT Leaders evaluate and advise on IT Strategy for source, target & combined company, for Integration or Divestiture.
IT Architect
Our IT Architects bring advanced knowledge of various IT systems to analyze and advise on Due Diligence, and Integration or Divestiture.
IT Implementation
We provide IT Resources to lead implementation of various in-scope IT Systems required to support M&A or Transformation.
M&A Insights
M&A 101
M&A refers to the management, financing and strategy of buying, selling or combining companies. Buyers and Sellers buy/sell for different reasons, and an M&A transaction takes place when the interests of the Buyer & Seller align.
M&A Strategy
M&A Strategy is driven by the organization’s growth strategy. It’s about knowing what makes the business successful today, and what will add to it, and make it even better in the future. M&A can be a critical element of your growth plan.
Buy Side Process
M&A Buy Side Process typically involves ten steps, including Acquisition Strategy, Acquisition Criteria, Searching for Target, Early discussion, Valuation and Selection, Negotiation, Due Diligence, Purchase Contract, Financing and Integration.
Sell Side Process
M&A Sell Side Process typically involves ten steps, including Divestiture Strategy, Divestiture Criteria, Searching for Buyer, Early discussion, Valuation and Selection, Negotiation, Due Diligence, Sales Contract, Financing and Divestiture.
Raising Capital
Businesses require to raise capital to raise their financial goals. We understand their financial needs, evaluate their funding options, and create and execute a fundraising plan to secure the most cost-effective form of capital.
Culture
Successful M&A culture includes end-to-end accountability, breaking the silos, shared processes & best practices, clear objectives & expected results, transparency and intellectual honesty, structured decision making and knowledge transfer.
Processes
M&A Playbooks define best practices to build M&A core competency & successes, including Strategy, Target Selection & Evaluation, Business Case, Due Diligence, Transaction (Valuation & Negotiations), Integration & Minimizing Value Erosion, and Lessons Learned.
Technology
Smart M&A uses Technology as a competitive advantage with real time collaboration, single source of truth, value creation through operational efficiency, speed of deal execution, increased reliability, faster decision making, & better project management.
Pipeline Management
Managing an M&A Pipeline for high volume deal-flow requires handling large data volume, efficient & repeatable stage gate process, including strategy approval, initial target evaluation, detailed analysis, and initial & detailed due diligence.
Due Diligence
Effective Due Diligence includes understanding deal strategy to establish execution priority (in order of key value drivers), and building execution capabilities (teams, platforms & checklists) for commercial, legal & operational due diligence.
Post Merger Integration
Post Merger Integration (PMI) requires careful planning, focus on strategic objectives, and identification & capture of synergies to maximize deal value. It requires changes to an organizations’ business operations, people, processes, culture and structure.
Divestments
When strategically reviewing, marketing and preparing business units for sale, collaboration, planning and insights keep costs down with playbooks, platforms and dashboards. Increase collaboration and efficiency by centralizing using PMO & VDR.
Corporate Venturing
For Corporate Venture Capital (CVC), when managing ventures, velocity and quality are key to winning good investments. Also look at partnerships, alliances and joint ventures.
Private Equity
Supporting M&A Transactions by Finance (PE) companies. Enabling portfolio companies for operational improvements with standardized processes and visibility.
Legal Entity Rationalization
Acquisitions, divestitures and restructurings require rapid changes to corporate legal entity structures, which can be challenging and will need to be rationalized for combined company.
Multi-Site PMI & Real Estate
Managing the opening, closing or integration of multiple locations can be chaotic. Need to ensure consistent and smooth communications between headquarters and local teams.
Legal Operations
Legal processes require systemization and efficiency to accelerate outcomes, reduce costs and void risks. We shortening the lead time and capture value sooner.
Project Management Office
PMO requires powerful project management software without unnecessary complexity. Our teams deploy templates and reports with a collaborative platform.
GDPR Compliance
With GDPR, Anti-Trust, etc., clear guidance and documentation are important for reaching and proving compliance with help of playbooks, and dashboards.
Change Management
Change Management is very important throughout the Integration or Divestiture Process. This needs to start early, and run in concurrent to M&A transaction process.
Please contact us today!
Panvisage, Inc.
16192 Coastal Highway, Lewes, DE 19958
Contact Us
Ph: (312) 351-7900, sales@panvisage.com