As an advisor to clients seeking acquisitions, Forbes assists in developing strategies, identifying suitable prospects and negotiating favorable business and financial terms for the transaction. Our business acquisition services include:
- Acquisition Plan and Profile - Develop and document client qualifications and preferences (geography, financials, structures, business mix, etc.)
- Target Identification - Often the best acquisition opportunities are those companies not officially for sale. In addition to targeting our searches using our proprietary knowledge base, we are aware of many unsolicited opportunities through our network of industry contacts, so we can help you avoid the auction process common in acquisitions.
- Operational and Financial Assessment - Perform an initial operational and financial assessment to help confirm strategic fit.
- Valuation - Prepare a benchmark valuation of target for client to use as the basis for determining the transaction price, terms, and structure.
- Transaction Structuring - Develop the appropriate transaction price, terms, and structure based on valuation as well as the operational and financial assessment.
- Negotiation - Negotiate on behalf of client the deal price, terms, and conditions of the acquisition with the target and its advisors.
- Due Diligence - Assist the client with due diligence on the target.
- Project Management - Maintain a Closing Punchlist of all key documents, due diligence tasks, responsibilities, target dates, and status.
- Transaction Agreement Review - Review and provide consultation to client's attorney on transaction documents as well as related schedules and agreements.
- Data Room - Our clients usually have us set up, host, and administer a secure data site to facilitate the client’s and target’s due diligence work for the transaction.