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Service 06

Transaction Advisory

Whether you are listing, buying, merging or selling, a transaction is won in the preparation. We support IPOs, bond issuance, mergers, acquisitions and divestments from valuation through to completion.

Overview

What this service does for you.

Transactions reward preparation: a defensible valuation, clean financial information and a clear view of what you want from the outcome.

We support buyers, sellers and issuers, with an auditor's attention to what due diligence will find and a rating analyst's view of how the result will be seen by investors.

Best suited for
  • Companies preparing for an IPO
  • Buyers evaluating an acquisition
  • Owners exploring a partial or full divestment
  • Public agencies reviewing asset monetisation or restructuring
What we do

Scope of work.

IPO readiness and support

Assess readiness, close the gaps and support the process to listing.

Bond issuance advisory

Structure and prepare bond and sukuk issuance.

Buy-side and sell-side M&A

Support acquisition search, evaluation, negotiation and completion.

Valuation

Value businesses and assets using methods suited to the transaction.

Financial due diligence coordination

Prepare for, or review, due diligence findings on the numbers.

Divestment and exit strategy

Design the exit route, timing and buyer approach.

How we work

Our approach, in four steps.

Step 1

Assess and position

Clarify objectives, readiness and the story the transaction needs to tell.

Step 2

Value and prepare

Complete valuation, clean up information and assemble the materials.

Step 3

Market and negotiate

Approach counterparties or investors and support negotiation.

Step 4

Execute and close

Coordinate advisers and conditions through to completion.

What you receive

Deliverables and outcomes.

Deliverables
  • Transaction roadmap and timetable
  • Valuation report
  • Information memorandum and data room index
  • Negotiation support and closing checklist
Outcomes
  • A transaction prepared before it is announced
  • A valuation you can explain and defend
  • Fewer surprises in due diligence

Legal, tax and regulatory advice on a transaction is provided by your counsel and other licensed advisers. We coordinate with them.

Talk to us about transaction advisory.

Tell us about the project or the problem. We will come back with how we would approach it.