Pre-deal Strategy And Transaction Support

Submitting an offer for a business, or a stake in a company, is the result of diligent and patient work that establishes value, strengths and risks. At BTG Advisory, we offer a pre-deal review to support this effort. We utilise our financial, commercial, and operational expertise to scrutinise the target company, its balance sheet, revenues, core clients, and supply chain, together with a SWOT analysis and summary of potential key risk areas and market analysis. 

We aim to illuminate the target’s internal capabilities, vulnerabilities, and the external forces that shape its competitive landscape. Finally, we scan the broader market, identifying relevant trends and key players that may influence the success of your acquisition. This process builds a comprehensive picture of the target’s historic performance and its future prospects, which helps evaluate potential investment before an initial offer or expression of interest.

Our pre-deal review process is undertaken using publicly available information, supported by information provided by the target company’s data room, where available. The team draw upon their extensive range of expertise, including operational, commercial, strategic, pensions etc. The pre-deal review minimises risk and maximises probability of success. It allows the business to approach an acquisition with a clear understanding of the target, ensuring the initial offer is competitive and well-informed, paving the way for a smooth, efficient transaction, and enhancing the chances of securing a valuable asset.