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
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- 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
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- Management and cultural assessment
- Cross-border and intercultural management
- Interim general management
- Non executive board member
- Advisory board member
3Develop through thoughtful Capital Expenditures
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- Budget and program review
- Business development support
- Internationalization growth plan
- Working capital optimization
4Build expert-driven, thoughtful, rigorous value oriented M&A deals:
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- 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:
1M&A advisors:
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we lead and guide businesses and shareholders through the complicated world of mergers and acquisitions.
Board member:
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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.
CFO as a service:
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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. |