19 Jun

Services

Over time we came to believe that there are 5 leverages to achieve maximum Equity Value:

1Implement detailed crystal clear and transformational strategy

2Strengthen management excellence and governance

3Develop through thoughtful capital expenditures

4Build expert-driven, thoughtful, rigorous value oriented M&A deals

5Lower cost of capital to create extra growth

At IP² we are strongly committed to support or client value creation on the top 4, providing highly creative and individualized advisory services:

1Implement crystal clear and transformational Strategy

    • Strategic Business Planning
    • Corporate strategy
    • Business strategy
    • Growth initiatives strategy
    • Market entry strategy
    • Start up and early stage strategy
    • Investment and partnering strategy
    • Market intelligence and technology Insight
    • Turn-around strategy

2Strengthen Management Excellence and Governance

    • Management and cultural assessment
    • Cross-border and intercultural management
    • Interim general management
    • Non executive board member
    • Advisory board member

3Develop through thoughtful Capital Expenditures

    • Budget and program review
    • Business development support
    • Internationalization growth plan
    • Working capital optimization

4Build expert-driven, thoughtful, rigorous value oriented M&A deals:

    • Corporate development and strategy
    • Joint Ventures and strategic alliances
    • Support of strategic acquirers and financial sponsors
    • Formulation of effective acquisition strategy that enhance equity value
    • Comprehensive identification and qualification of potential targets
    • Utilize sector-specific market intelligence to value and structure deal
    • Transact quickly while limiting execution risks
    • Structure the best divestures strategies that will maximize value going into a sale
    • Select and analyze potential candidates and best acquirers or investors
    • Optimum timing analysis
    • Smart money Fund-raising
    • Business valuation
    • Synergies valuation
    • Due diligence support and preparation
    • Negotiation
    • Preferred terms through knowledge and negotiation of all deal terms
    • Completion assistance
    • Integration planning
    • Post-integration project management value creation

We intervene in three modalities:

1
M&A advisors:
      we lead and guide businesses and shareholders through the complicated world of mergers and acquisitions.
2
Board member:
      we bring unique holistic support, Augmented M&A®, with a global strategic, segment specific, financial and organizational vision, to better position, transform the company and create value from a business perspective to maximize a future M&A transaction.
3
CFO as a service:
      we assume high-level financial functions for companies at different stages of growth, from operational to strategic choice of financial systems, creating budgets, scenario modeling, financial projections and support meetings for financial doubts.
M&A in a nutshell: 

At IP² we have the spirit and attitude of entrepreneurs and we strongly believe that beyond the traditional M&A advisory services, there is much more needed to truly capture strategic opportunities and turn a complex but vital moment in the history of a company a truly successful accomplishment. As such, M&A can be technical or highly complex. We are committed to make it transparent, straightforward and participative. When it comes to M&A transactions we have a clear-cut methodology to engage and represent our Clients:

1

Diagnostic Proceed to a diagnostic, to understand the shareholders’ objectives, strategy and gain in-depth knowledge on the company.

2

Financial valuation For a divestment, carry out a financial valuation of the company, with different scenarios and using suitable methodologies. For an acquisition, collect preliminary information and metrics for initial financial valuation.

3

Investment thesis Develop the investment or divestment thesis that will be presented to the potential interested parties.

4

Mapping Map and select potential targets or acquirers and determine a schedule and strategy for approaching each target.

5

Materials preparation Prepare all the marketing and legal materials like confidentiality term, teaser, information memorandum, management presentation, process letter.

6

Approaches Approach potential targets or acquirers, present the company, the investment or divestment thesis and the intended operation. For an acquisition, prepare and present a preliminary offer for the target company.

7

Terms Definition Define the terms of the operation, coordinate, along with auditors and lawyers, data room preparation and the documents necessary to conclude the transaction.

8

Negotiate Negotiate Terms and sign contracts. Oversee transition up to closing and announcement of the transaction.

 

 

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