Businesses on the Grow, Grow Faster with Finstravi
Merger & Acquisition Support
We become part of your M&A team to ensure you have the resources and preparation to plan and implement a successful M&A strategy. We represent you and work with your business broker, investment bank, accountant, and legal team.
We have identified four steps of the M&A process: (1) The Prep, (2) The Plan, (3) The Pitch, and (4) The Production. All four steps are important and as your fractional or interim CFO, we can help your company grow faster through an effective acquisition strategy.
THE
PREP
UNDERSTANDING THE STORY OF YOUR BUSINESS
Before pursuing acquisitions, it is vital to thoroughly assess your company’s current position and ensure it is well-prepared to execute a successful acquisition strategy. We can help shape your business to have the best chance of a successful acquisition strategy.
Financial Analysis
Review your financials and determine your capacity for acquisitions. Propose improvements to maximize your acquisition opportunities.
Market Analysis
Review your market (or target market) to determine the likelihood of expansion through acquisition. How hot is your market and what are typical multiples that you can expect?
Operational Analysis
Review your policies and procedures, org chart, and internal controls to ensure your foundation is solid and has the best chance of survival as you experience rapid growth.
Valuation
Determine your own valuation so that you use as a baseline in negotiations, financial planning, and strategic alignment. You will be better equipped to identify feasible acquisition targets and secure the resources needed to pursue them.
THE
PLAN
DEVELOPING THE VISION
Now that key stakeholders clearly understand your current position, it’s time to develop a comprehensive growth plan outlining where you want to be and how you will get there.
Identify Potential Targets
Based on the company goals and growth strategy, identify potential targets within your defined geography, demographics, and psychographics.
Structure the Capital Raise
Using Cash, Debt, Equity, or Hybrid approaches, determien the most beneficial structure to pay for the acquisition to best support both the immediate deal requirements and longer-term business goals.
Approach Potential Targets
Implement a strategy to contact potential targets to see if they are interested. This could be done through brokers for advertised sales or direct contact to those not currently for sale.
Due Diligence on Targets
Lead an comprehensive examination of a target company’s operations, fincnials, legal obligations and risks, and market position. Uncover any hidden liabilities or growth opportunties to negotiate better terms and lay the groundwork for a smoother post-integration process.
THE
PITCH
RAISING THE CAPITAL
It’s time to effectively pitch your investment opportunity not just to external investors or lenders, but also to internal stakeholders. By clearly articulating the value proposition, expected returns, and risk mitigation strategies, you can inspire confidence, build credibility, and secure both internal buy-in and external funding.
Investor Deck Preparation
Based on the company goals and growth strategy, identify potential targets within your defined geography, demographics, and psychographics.
Capitalize on Relationships
We help you capitlize on your personal and professional network as well as our own network of lenders and investors to help build the capital required for the acquisition strategy.
Pitch Delivery
As the finance member of your executive team or a project-specific leader, we can be involvled in the actual presentation to investors and lenders.
Negotiation Support
Specialized assistance during the bargaining process with the target company. Analyzing valuation data, drafting term sheets, reviewing proposals, and offering strategic and tactical guidance to help secure favorable deal terms.
THE
PRODUCTION
INTEGRATING THE ACQUISITION
Capture the maximum value of your acquired and newly merged company. We focus on clear communication, defined timelines, and proactive issue resolution to minimize disruptions and set the foundation for long-term success. This hands-on approach not only safeguards existing operations but also accelerates the realization of synergy expectations and novel opportunities, driving sustainable growth well after the deal is signed.
Lead the Integration
We can lead (or support) the integration plan to make sure that assumptions made during the deal phase are implemented. Respond to any surprises or concerns that come through the process.
KPI Management
Set up and manage the Key Performance Indicators that were established to measure the success and progress of the acquistion. Are we winning or losing?
Fund Management
Manage and deploy funds and resources required to ensure a successful integration. Funds that were designated for additional investment or funds anticipated from synergies to be tracked and deployed per the plan.
Stakeholder Relations
Providing feedback on the progress, challenges, and successes of integrating the companies together to stakeholders on a consistent basis.