Sell Side Advisory
- Sale Preparation: portfolio review, stratification and valuation, advise on disposal strategy and transaction structure (including accounting/tax/legal implications of the proposed structures), advise on appropriate form of investor review files (data room), and prepare Confidential Information Memorandum (CIM).
- Investor Sourcing: identify and contact potential investors for bilateral deals/public tender or specialist investors for specific sub portfolios/tranches.
- Sale Execution: design appropriate bid/sale procedure, oversee investor contact (investor invitation, qualification, bid submission), bid evaluation, advise in negotiation with investors, coordinate legal/other advisors, and advise and assist to complete the transaction.
Buy Side Advisory
Identify potential investment opportunity, portfolio review and valuation, advise on transaction structure (including accounting/tax implications of the proposed structures), negotiation support, coordinate legal/other advisors, and advise and assist to complete the transaction.