M&A ADVISORY

An advanced buy-side M&A process for optimizing growth

Businesses may decide to buy another company for a variety of reasons, including to achieve their growth objectives. At TAQEEM, our mission is to thoroughly comprehend your growth objectives, explain how a strategic acquisition plan may be implemented, find prospective targets, and then carry out the strategy to close a deal.
Our team has assisted various customers in developing and executing buy-side M&A strategies to meet growth objectives, penetrate new markets, and acquire highly synergistic assets as a trusted partner.
Our goal is to find highly accretive opportunities and unlock the wealth hidden in “off-market” or “not for sale” businesses. While many purchasers are familiar with major company listing platforms, while working with a client, we take a different approach. Rather of competing for the same firms as other buyers, we employ our tried-and-true process for locating companies that aren’t currently for sale, allowing you to focus on what you do best, the client, to engage with the target without having to compete with numerous other buyers.
Our value-added buy-side M&A services imply that we take a holistic approach to aiding our customers in achieving their transaction objectives, which often requires a comprehensive and technology-driven process that includes:

• Developing a thesis for the transaction and the target criteria;
• Evaluating capital needs to fund the transaction and advising on optimal debt/equity mix;
• Generating a high-level business valuation for internal discussions;
• Creating executive summaries, pitch decks, or marketing materials as needed;
• Developing a comprehensive prospect list for outreach;
• Conducting presentations to position the company’s story to potential targets;
• Managing and reporting all communications with potential targets;
• Establishing a virtual data room and overseeing the due di
  Strategic Planning

  Establish a joint acquisition plan with the client that is aligned with the company’s strategy. Assess the strategic acquisition plan’s management preparedness and make any necessary adjustments.

  Assess Financial Readiness

  Assess debt and equity financial readiness to execute on targeted transaction types and quantities. Any loan and equity deficiencies should be filled through a variety of financing sources outside of the client’s primary firm and contacts.

  Align M&A Criteria

  Create an ideal target profile based on the initial strategy and pre-arranged screening questions. Prepare to make changes as needed in response to market feedback, keeping in mind that flexibility may be required.

  Research Target Industry

  Implement a detailed research plan for global metrics and individual corporate goals in your chosen industry. Build the perfect target profile based on your results for both on- and off-market possibilities.

  Target List Building

  Build custom target list based on pre-determined strategic profile and general industry analysis and research.

  Target Outreach

  Direct outreach to target list via phone, email, letter and direct meetings.

  Engage Targets

  Engage targets in a private setting to prepare them for future management meetings. Choose your target candidates from a pool of willing company sellers.

  Letter of Intent (LOI)

  Present the target company with an acquisition offer via a Letter of Intent (LOI). Major transaction points, such as value and structure, should be negotiated.

  Due Diligence

  Using a shared virtual data room, collaborate on advanced due diligence with counsel, investment bankers, and accountants.

  Closing

  Negotiate the definitive agreement among buyer and seller counsel, working toward a reasonable close.

  Target Integration

  In line with the initial acquisition strategy prepare for and execute on an M&A integration pathway, bringing target and parent together.

  

  Delivering Preemptive Off-Market Deals

  Strategic acquisitions can be tricky when it comes to inorganic growth. When it comes to successful buy-side acquisitions, strategy is crucial. Our approach uses technology and analytics to access companies that aren’t for sale, resulting in higher strategic value and more accretive agreements. When most of the deal flow in privately held companies isn’t readily accessible, identifying significant prospects worth investing in might be difficult. The number of deals that PE companies complete or are even aware of is limited as a result of this difficulty.

  Building Accretive Value

  We enable private equity firms to expand their investment prospects beyond what restrictive techniques, such as participating in broad auctions, can provide. We look for new portfolio company possibilities as well as additions to existing portfolio companies. We’ve worked in almost every sector and niche. Our approach to identifying investment possibilities is varied. While traditional prospecting methods (such as phone calls) are still effective, our most valuable resource is our professional network (including accounting firms, attorneys, consultants, brokers, sell-side intermediaries and investment bankers). Our network of professionals has come to regard as a valuable resource for providing high-caliber qualified purchasers in a discreet manner. Our network of industry professionals can assist you from start to finish when it comes to capital investment in current and profitable firms. If you’re looking to buy an existing business, please contact us right away.

  

  Buy-Side M&A Fees

  Our fee structure is simple and broken into three groups

  • Engagement Fees
  • Success Fees
  • Ancillary Expenses

  A regular monthly engagement charge is included in our active buy-side customer engagements. Multiple M&A advisors and professional investment bankers will be directly involved in the fee. As the deal advances through due diligence toward close, engagement fees may increase as the engagement progresses and the duties grow more sophisticated and time-consuming. All engagement payments, on the other hand, are credited and treated as a “draw” against any future success fees due at the time of close.

  The majority of our fees are based on performance. That is mainly compensated at the conclusion of a completed acquisition deal. We may be paid various client buy-side fees throughout the course of a longer-term engagement, but only one engagement fee is paid, which is credited against the success of a closing. Typically, our buy-side fees are cheaper than our sell-side fees.

  During the engagement, the customer is liable for any pre-approved out-of-pocket expenses and third party expenses. Pre-approved travel, management meeting expenses, and so forth are examples.

  How Our Process Delivers Value

  • Delivers pre-emptive “not for sale” deals where little or no price competition exists.
  • Delivers “not for sale” profitable vs. asset deals i.e. known “for sale”companies – there is a reason they are for sale.
  • Creates positive alternatives for investment by having multiple choices for investment at once vs. one deal at a time.
  • Uses technology to scale human resources in attracting and nurturing deal flow. Proprietary database opens up deal flow.
  • Uses predictive analytics based on past performance and gives trend of what post-close will look like – capable of crunching more deals.
  • Delivers better deals and a faster / compressed time to close.
  • Utilizes team approach and scalable resources to attracting, finding, quantifying, analyzing and executing deals.
  • End result is accretive deal that adds enterprise value on many levels.

  Expert Support

  When most of the deal flow in privately held companies isn’t readily accessible, identifying significant prospects worth investing in might be difficult. The number of deals that PE companies complete or are even aware of is limited as a result of this difficulty.
  We enable private equity firms to expand their investment prospects beyond what restrictive techniques, such as participating in broad auctions, can provide. We look for new portfolio company possibilities as well as additions to existing portfolio companies.
  We’ve worked in almost every sector and niche. Our approach to identifying investment possibilities is varied. While traditional prospecting approaches (such as phone calls) are still effective, our most important resource is our professional network (including accounting firms, attorneys, consultants, brokers, sell-side intermediaries and investment bankers).
  Our network of exp