- S&P

Creating value for you and your company. Selling a business is a complex process requiring thorough preparations to obtain best results in the challenging M&A markets. Terms and conditions are not determined by figures alone. The strategic Equity Story geared towards the expectations of the targeted buyers is a major factor in S&P’s approach.

We provide answers to 3 main questions …

WHAT IS THE MARKET VALUE OF MY COMPANY?

Which price can be achieved in the current market? A clear vision, sound financials, a transparent and well-structured company presentation, an attractive business plan and a convincing management team are crucial.

IS MY COMPANY READY FOR SALE?

Strategic business considerations, an achievable business plan with a committed management team and the right time-to-market are key success factors. Which preparations must be taken to obtain the best result from the sale? Is the management team prepared for the exit of the owner? Does the legal company structure facilitate the sale? Are hidden efficiency reserves identified and incorporated in the business plan?

WHICH BUYERS OFFER THE BEST FIT?

There are two investor types, one that is financially motivated, while the other is strategy oriented. Both types offer various pros and cons. The sale process is initiated by identifying and prioritizing potential investors and their financial and strategic backgrounds. In addition, a detailed action plan is developed to ensure a successful sale.

“S&P has helped us to sell our business in a very competent and successful way. The team is a group of entrepreneurially minded and international M&A experts, who quickly understood the challenges in our business and helped us to achieve the best possible price.” Jochen Schily, Entrepreneur

Taking the right steps in the sales process

1

DEVELOPING EQUITY STORY AND INFORMATION MEMORANDUM

2

STRUCTURED LONG- AND SHORTLISTING OF POTENTIAL INVESTORS

3

CONTACTING POTENTIAL INVESTORS FOR INDICATIVE OFFERS

4

MANAGEMENT MEETINGS

5

FORMATION OF A TRANSACTION TEAM

6

SUPPORTING CLIENT’S TERM SHEET NEGOTIATIONS

7

FACILITATING THE DUE DILIGENCE AND CONTRACT NEGOTIATION PROCESS

8

SUPPORT IN THE TRANSACTION AND POST-DEAL INTEGRATION

Our mission is to create value for entrepreneurs and investors through well-prepared M&A deals, giving strategic advice, finding the right partners, enabling the M&A-process and facilitating post-deal integration.

INDUSTRY AND FUNCTIONAL KNOW-HOW

We operate in specialized industry teams and deliver the full scope of the M&A process: strategic advice, identifying partners for the transaction, supporting negotiations and facilitating integration.

ENTREPRENEURIAL MINDSET AND TRADITION

S&P is an independent M&A and strategy consultancy with a long tradition. Founded in 1989, it is a family business in the second generation with 10+ senior partners. All partners have distinguished experience in managing M&A deals and giving strategic advice across relevant sectors and countries.

LOCAL AND GLOBAL NETWORK

S&P is based in the Rhine-Ruhr-Area with offices in Düsseldorf and Essen as well as in Southern Germany with its Munich office. We are one of the founding partners of the leading mid-market M&A advisory network: M&A Worldwide, with members in 30+ countries.