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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.

Deal Success

The due diligence undertaken by BTG Advisory was to a high standard and enabled informed decisions to be made on the potential acquisition

Bank Office documents
Due diligence for potential acquisition for private equity client

How we helped:

  • Undertook acquisition due diligence on behalf of private equity client
  • Due diligence shared with the client’s banker who provided additional debt funding 
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The ongoing transactional support from the team was delivered professionally and promptly to enable the business to accomplish its buy-and-build strategy

Blue office 2 buy and build
Due diligence to support a buy-and-build strategy

How we helped:

  • Provided acquisition due diligence for a portfolio company 
  • Facilitated two acquisitions with improved acquisition terms
  • Developed and improved integrated financial model 
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As well as a detailed pre-lend review, stakeholder negotiation was key to this assignment, and both were achieved swiftly to ensure a smooth acquisition process

financemeeting 800x450 Hotel
Due diligence for the acquisition of boutique hotel

How we helped:

  • Undertook a pre-lend review prior to acquisition
  • Negotiated directly with administrators to focus on key areas
  • Successful acquisition completed within tight time frame, saving jobs
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