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  • Personal Perspective on M&A Deals

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    Luiz Carlos
    11 views16 pages
    The document discusses the author's 30 years of experience in investment banking and perspective on mergers and acquisitions. It outlines the business cycle companies go through, from startup to growth to exiting via sale, IPO, or buyout. The key steps, players, sectors, strategies, and deal history are examined. The buyside and sellside processes are compared, including steps like target identification, valuation, due diligence and closing. Relationship building, track record, and negotiation skills are emphasized as important for M&A advisers.

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    The document discusses the author's 30 years of experience in investment banking and perspective on mergers and acquisitions. It outlines the business cycle companies go through, from startup to growth to exiting via sale, IPO, or buyout. The key steps, players, sectors, strategies, and deal history are examined. The buyside and sellside processes are compared, including steps like target identification, valuation, due diligence and closing. Relationship building, track record, and negotiation skills are emphasized as important for M&A advisers.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views16 pages

    Personal Perspective on M&A Deals

    Uploaded by

    Luiz Carlos
    The document discusses the author's 30 years of experience in investment banking and perspective on mergers and acquisitions. It outlines the business cycle companies go through, from startup to growth to exiting via sale, IPO, or buyout. The key steps, players, sectors, strategies, and deal history are examined. The buyside and sellside processes are compared, including steps like target identification, valuation, due diligence and closing. Relationship building, track record, and negotiation skills are emphasized as important for M&A advisers.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 16

    My Personal

    Perspective on Mergers
    and Acquisitions
    My Personal Perspective on Mergers and
    Acquisitions
    • How do you teach
    Mergers and Acquisitions?
    • Answer: from experience
    • No short cut to
    understanding a complex
    ecosystem and process
    • 30 years Investment
    Banking Experience
    My Personal Perspective on Mergers and
    Acquisitions
    • Business Cycle
    • Entrepreneurs create
    businesses
    • Need to grow
    • Growth needs capital and
    sometimes acquisitions
    • Need Exit in some form,
    partial or complete, to
    realise value for themselves
    My Personal Perspective on Mergers and
    Acquisitions
    • Start with Company Life Cycle
    • Startup
    • Product
    • Customer
    • Market
    • Growth
    • Scale
    • Exit
    • Sale
    • IPO
    • Buyout
    My Personal Perspective on Mergers and
    Acquisitions

    • Key Steps
    • Strategy Advice
    • Raising Capital
    • Making Acquisitions
    • Sale/Exit/IPO
    My Personal Perspective on Mergers and
    Acquisitions
    • Market Players
    • Companies
    • Investment Banks
    • Accounting and Audit
    • Lawyers
    • Consulting Firms
    My Personal Perspective on Mergers and
    Acquisitions

    • Sector Focus
    • Sub Sectors
    • Trends
    • What is Hot?
    • Valuations
    My Personal Perspective on Mergers and
    Acquisitions
    • Sector Focus
    • Understand the Landscape/Business Ecosystem
    • Market Leaders
    • Growth Companies
    • Disrupters
    • Ownership
    • Public
    • Private
    • VC/PE
    • Strategies
    • Acquirers/Consolidators
    • Growth
    • Targets
    My Personal Perspective on Mergers and
    Acquisitions
    • Sector Deal History
    • Who is doing what do
    whom?
    • Who is funding it?
    • National
    • Cross Border/
    International
    My Personal Perspective on Mergers and
    Acquisitions
    • As an Adviser, Key Question?
    • Why should they hire you?
    • The IBM Issue - No one ever got fired
    for buying from IBM
    • Track Record
    • Deals
    • Expertise
    • Ability to Originate Deals
    • How are you paid: Retainer/Success/
    Stages?
    My Personal Perspective on Mergers and
    Acquisitions
    • Identifying Potential Clients
    • Buyers
    • Sellers
    • Financial Investors
    • Who is doing deals?
    • Who has the money to do deals?
    • Who are the key decision
    makers?
    My Personal Perspective on Mergers and
    Acquisitions

    • Process
    • Buyside or Sellside
    • Pitching
    • Terms of Client
    Engagement
    My Personal Perspective on Mergers and
    Acquisitions
    • Buyside
    • Sector Review
    • Target Identification
    • Availability and Approach
    • Initial Discussions
    • Valuation
    • Negotiations
    • Letter of Intent
    • Due Diligence
    • Closing
    My Personal Perspective on Mergers and
    Acquisitions
    • Sellside
    • Pitch/Engagment
    • Valuation/Key Exit Conditions
    • Potential Acquirers/Strategy/Rationale
    • Preparation of Data Room
    • Marketing
    • Rifle shot
    • Auction
    • Negotiation
    • Offers Received
    • Heads of Terms Agreed
    • Due Diligence
    • Closing
    My Personal Perspective on Mergers and
    Acquisitions
    • Skills
    • Networks and Relationships
    • Track Record and Integrity
    • Pitching and Selling
    • Marketing
    • Documentation
    • Organisation and Management
    • Negotiation and Closing
    My Personal
    Perspective on Mergers
    and Acquisitions

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