MilleniumAssociates offers
independent mergers & acquisitions and strategic advice for the global
financial services industry. The company has a proven track record
internationally with access to a global network of sellers and
buyers.
Purchase assignments
a. Research
 |
Analysis of client requirements und understanding of the cultural environment |
|
|
Evaluation and short-listing potential targets |
|
|
Provision of comprehensive reports and decision support materials on potential targets |
b. Approach strategies
|
|
Development of tailored and creative approach strategies for short-listed targets |
|
|
Securing access to auctions and private deals |
c. Valuation
|
|
Comprehensive preparation of target valuations based on most common valuation methodologies |
|
|
Incorporation of risk quantification into the target valuation |
|
|
Presentation of conclusions |
|
|
Full documentation of the valuation model |
d. Bidding advisory
|
|
Development and execution of tailored bidding strategy |
|
|
Balancing of price and risk components of the bid |
|
|
Structuring of appropriate reward schemes (e.g. earn-out programs) |
e. Due diligence
|
|
Organization and management of due diligence |
|
|
Incorporation of independent legal, tax, regulatory and accounting advice |
f. Contract negotiation
|
|
Management and supervision of contract development and negotiation |
|
|
Ensuring sufficient indemnities and risk clauses in the contract |
|
|
Management of open issues through contract signing |
|
|
Deal closing and the production of post closing action plan |
All assignments are carried out with discretion and under strict confidentiality.