Mergers & Acquisitions/Due Diligence

Related Categories
Business Valuation & Solvency Opinions

MERGER AND ACQUISITION ADVISORY/DUE DILIGENCE SERVICES

TAG professionals have provided:
Buy-Side Due Diligence/Advisory
Sell-Side Due Diligence/Advisory

Examples of these projects include:

• Assisted a short line railroad in evaluating three acquisitions and conducting due diligence on two transactions. One transaction involved a $40 million prospective purchase of the ferry operation of a major Canadian railway. Another transaction involved an Alberta-based short line railroad of another Canadian railway. From a domestic standpoint, negotiated an $11 million credit facility for this railroad client. Acted as financial advisor in a $5.2 million purchase transaction.
• Served as financial advisor in a buy-side engagement involving a due diligence review of a company that minted and sold coins for use in casinos and hotels.
• In a three year period, as a principal, closed nine acquisitions, took another six transactions to the letter of intent stage and reviewed, analyzed, and conducted preliminary negotiations and due diligence on 17 additional targets. All acquisition activity was handled from determination of initial interest through closing or applicable termination of discussions.
• Assisted a radiology practice group in due diligence and acquisition assistance in its purchase by a national radiology practice management group.
• Retained in sell-side engagement by an Alberta-based Internet/New Media consulting company. Performed due diligence on the Company, prepared a Confidential Information Memorandum on the opportunity, including the rendering of a valuation conclusion, marketed the proposed transaction to institutional investors, obtained letters of intent from certain institutional investors—one for $30 million for 30% of the company. Client rejected letter of intent in favor of sale to industry player.
• Acted as financial advisor to an Ontario-based telecommunications company involved in a rollup of interconnect companies across Canada and conversion of those acquired entities to its CLEC/ICP business model. Assisted the Company in identifying an Internet Service Provider (ISP) to acquire. Performed due diligence on the Company and its business plan. Engagement also included assistance in the Company’s capital-raising efforts, including, determination of the value of the Company, structuring of deal terms and conditions, preparation of a Confidential Information Memorandum on the proposed transaction, and introduction of the opportunity to institutional investors.
• Retained as co-manager with a Virginia-based boutique financial advisory firm to assist a Vienna, Virginia- based Internet/Telecommunications Company in obtaining new debt and equity capital. The Company provided wholesale Internet access to ISPs and retail shopping malls and rendered network security and integration services. Revised the Company’s business plan and determined a value for the Company for purposes of the private placement and introduced the proposed transaction to institutional investors.