The Baird Partners Transaction Process

Stage 1 - Pre-Transaction

PHASE 1

Benchmark

Identify value enforcement opportunity

Identify value detractors

Prioritise key actions

PHASE 2

Pre-transaction Preparation

Integration planning

Value enhancement

Reduce value detractions

Management processes

Stage 2 - Transaction

PHASE 1

Research

Define criteria

Assess strategy

Assess market

Industry interviews

Preliminary target list

 

Target

Define criteria

Assess strategy

Assess market

Industry interviews

Preliminary target list

PHASE 2

Introduction to Client

Accquisition strategy

Initial client meeting

PHASE 3

Analysis and Execution

Assess targets

Valuation

Structure

Preliminary negotiations

Due diligence

PHASE 4

Closing

Final negotiations

Letter of intent

Final agreement close support

Stage 3 - Post-Transaction

PHASE 1

Initial Integration / Separation

Close integration

Planning

Management

Support

PHASE 2

Full Value Delivery

Value audit / confirmation

Strategic development & monitoring

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Whether you're thinking about selling your business, making a strategic acquisition, or need to raise finance for your business, Baird Partners can help. Request a callback or send us a message today.