The Business Acquisition Planning and Financing service is a comprehensive solution designed for corporate transactions where the acquisition target is a company or its business operations, and the buyer is another company. The service may be commissioned by the buyer, the seller or both parties. It is suitable for transactions ranging from several hundred thousand euros upwards, with no upper limit.
The service has been designed to address the typical requirements associated with corporate transactions from both the buyer’s and seller’s perspectives. While the primary focus is on arranging financing, other essential aspects are also considered, including valuation, transaction structuring, tax planning, contractual preparations and, where necessary, the identification and engagement of alternative transaction parties.
Process
Our service is suitable for both buyer-side and seller-side needs. The content of the service is always tailored to the client’s specific situation and objectives.
1.
Company valuation and transaction preparation
A company’s net asset value and historical earnings often form the basis of valuation, but growth potential and the opportunities that the target company or its business areas may offer under optimal ownership should also be taken into account.
2.
Preparation of acquisition financing
During the financing preparation phase, it is advisable to initiate discussions with the bank to assess its interest in participating in the acquisition financing as well as in financing post-transaction operations. Interest from other potential financiers may also be explored at this stage.
3.
Identifying acquisition targets or potential buyers
For a successful transaction and financing outcome, it is important that the company is suitable for the new owner and vice versa. Expertise, experience and synergies are key considerations in this regard. A transaction broker with knowledge of the relevant industry may assist in identifying suitable counterparties. Finanssitaito can, where necessary, assist in selecting a qualified broker.
4.
Structuring of the transaction
Corporate transactions can be executed in various ways depending on the circumstances, objectives and constraints of the buyer, seller, financiers and other parties involved. Legal and tax considerations should also be taken into account. Finanssitaito’s experts can provide support in ensuring that the planned structure is appropriate from a financing perspective. Where validation of the transaction structure is required, Finanssitaito may recommend suitable legal experts from its partner network.
5.
Preparation of transaction and financing agreements
Finanssitaito’s experts assist, for example, in interpreting and reviewing agreements from a financing perspective. For larger or more complex transactions, Finanssitaito may recommend suitable experts from its partner network where necessary.
6.
DD – Due Diligence
Finanssitaito’s analysis and calculations may often provide financiers and other parties with a sufficient overview of the target company’s financial position, particularly in smaller and less complex transactions. Where third-party due diligence is required, Finanssitaito may recommend suitable experts from its partner network and support the parties throughout the DD process.
7.
Transaction phase
During the transaction phase, ownership of the company is transferred along with all or part of the purchase price. Control of collateral associated with financing agreements is also often transferred. Finanssitaito’s experts provide support at this stage and can offer advice and assistance where necessary.
8.
Post-transaction support
Finanssitaito can assist in planning subsequent financing projects, such as securing working capital, financing planned investments or later converting risk financing into lower-interest bank loans.
Our experts will be pleased to provide further information about our services and discuss solutions tailored to your specific needs.
