The value of a transaction can not only be influenced during the process itself, but also prior to it. Involving a consultant to assist with transaction preparation can significantly improve the operations of the target company and the outcome of the transaction, as value-creating changes can be implemented before the transaction process begins. This can lead to a significant increase in shareholder value. In our experience, for a growing medium-sized company, the following tend to be of greatest importance when preparing for a transaction:
- developing a strategy and a corresponding growth plan
- strengthening support functions, including the development of financial and management reporting systems
- separation of shareholder and management functions (if relevant based on shareholders’ intention)
- establishment of transparency and credibility
During transaction preparation projects, we are primarily involved in determining key objectives and tasks and providing general project management. We undertake that the preparation will provide the highest possible added value for the planned transaction and that the tasks will be completed on time. For each sub-area of a preparation project, we provide help to identify the required resources and, if necessary, select an expert with the right background.
