“Longer-term partners with a vested economic interest provide the most un-biased advice on transformational events such as capital raises, M&A execution and dispute resolution”

Services > Transaction Advisory

GEP provides turnkey acquisition, merger and sale process management.  GEP approaches every transaction from the perspective of an operator, business leader and financer: the planning of the transaction’s integration, and realization of the associated transaction synergies whether tangible or intangible, is as important as the transaction’s modelling, valuation and structuring.

Packaging:

  • Ensure a self analysis is conducted, promoting strengths and addressing weaknesses.
  • Development of a marketing document which clearly outlines the opportunity.

Evaluation:

  • Conduct an analysis of the target, including financial modeling, to determine value from the company's perspective to ensure that the value is understood and clear parameters are developed.

Negotiation:

  • Support or lead ownership/management in the transaction.
  • Typically these skills are not core to ownership/management.

Legal support:

  • Provide access to the professionals that can ensure a timely and quality completion of the transaction.

Due diligence execution:

  • Run a comprehensive program including financial, operational, human resource, tax, environmental, insurance, information systems, legal.
  • Includes management of numerous stakeholders on both sides of the transaction (lawyers, accountants, financial institutions).

Integration planning:

  • One of the most critical and often overlooked steps in the transaction process.
  • Whether ownership/management are buying, selling or merging, developing a plan with roles, responsibilities, and a timeline is critical to success.