M&A Seller Resources

Whether it is an immediate sale or something you are considering over the next number of years, it is never too early to lay the foundations of your exit strategy. A time-planned and considered approach will maximize the value and salability of your business.

The M&A process is far from a “one-size-fits-all” approach. The scope of work and time investment required at each stage can vary significantly, influenced by the unique characteristics of each deal and the level of involvement of advisors such as lawyers or accountants. Additionally, the structure of the sale, whether it is conducted as a one-on-one negotiated transaction or in a structured competitive environment, will also impact the overall process and related timelines.

At Pacific, we ensure that all our efforts are intrinsically focused on helping you, the client, achieve your goals. We will structure the sale process to best meet your business and goals.

With Pacific’s Client-Centric Adaptive Sell Side Processes™ (“CASP”)™ you will be sure to maximize the “Buyer Perceived Value” ™ of your business.

At Pacific Mergers and Acquisitions Inc., we pride ourselves on our exceptional flexibility in our “Deal Facilitation” as well as the Transaction Facilitation processes, which allow us to deliver a client-centric approach tailored to the unique needs of each client.

Recognizing that no two clients are alike, we go beyond a “one-size-fits-all” approach by actively engaging with you to understand your specific needs, objectives, challenges, market dynamics, and much more. This adaptability empowers us to customize our systemic processes and services to ensure that we not only meet but exceed your expectations.

By fostering open communication and maintaining a deep commitment to your success, we create a collaborative environment that facilitates successful, seamless sell-side transactions.

Ultimately, our goal is to maximize value and navigate the complexities of the transaction process with agility and precision.

Our Client-Centric Adaptive Sell-Side Processes are structured and deployed in stages for an effective managed approach to the sale of your business/company. These processes are designed to ensure that all aspects of the transaction are handled efficiently, transparently, and in a manner that maximizes the value of your business while minimizing your potential risks and fatigue in trying to manage so many facets of the complex sale process.

Here are the key components of our Structured Deal Facilitation Processes:

Preparation and Planning:

This initial phase involves understanding your objectives, the industry, and the business, defining the scope of the transaction, gathering relevant information, market research, financial analysis, performing a comprehensive valuation, establishing saleability factors and value expectations, and identifying potential buyer target segments. During this phase, Pacific will also establish the best-suited Structured Deal Facilitation Process.

Market Engagement Strategy:

In this first stage of the CASP, Pacific will curate effective, confidential marketing materials based on the structured process designed to present a clear, polished narrative that aligns with market expectations. Concurrently with the development of the marketing materials, we also perform internal due diligence with the aim to maximize transaction value, minimize risks, and ensure a smooth and efficient process. The in-depth knowledge of the business/company gained during the internal due diligence allows Pacific to counter buyer parties’ objections and negotiate on your behalf from a position of strength.

Management of Buyer Parties’ Interest:

Aligned with the pre-determined strategic goals, in an entirely confidential manner, we solicit target-specific buyer parties for the sale of your business with a local, national, and international reach. In addition, our vast pool of buyers includes financial, private equity, synergistic, and strategic buyers looking for specific deals that might be a fit for your business.

Empowered with secure virtual data rooms to control both confidential marketing materials and due diligence materials, as well as compelling marketing tools, Pacific will assess the validity of interest of each prospective buyer party’s interest and their ability to transact. Buyer parties at this stage are encouraged to provide an Expression Of Interest “EOI” setting out their indicative deal terms. Shortlisted buyer parties are then given the opportunity to meet with you and conduct preliminary controlled due diligence. They are then requested to place a detailed, competitive offer to be considered by you as a primary buyer party candidate.

Negotiations:

With offers in hand, this stage involves negotiating terms that align with your stated goals and objectives. This includes price, payment structure, other commercial terms, and any contingencies. Pacific leads all discussions to ensure an equitable and efficient negotiation.

Management of Due Diligence:

Upon the acceptance of an offer, Pacific facilitates due diligence within its secure data room, where the buyer examines financials, operations, and legal standing. A well-managed structured process ensures that all necessary documentation is organized and accessible to streamline this phase. Pacific maintains control of the flow of information for maximum confidentiality.

Closing the Transaction:

This final stage includes the creation and execution of all legal documents, final negotiations, finalizing financing arrangements, and ensuring that all regulatory requirements or other necessary third-party approvals are met. Pacific’s structured process will have a timeline and checklist. This will ensure nothing is overlooked and that other parties or advisors don’t unintentionally derail the transaction with last-minute surprises or re-negotiations.

Post-Transaction Integration: Although not always part of typical advisors’ roles, Pacific will check in with you post-closing and, if desired, assist in the post-closing integration process to ensure a smooth transition and/or realization of synergies.

Overall, the Pacific Structured Processes minimize your risk, enhance efficiencies and communication, and ultimately achieve a successful transaction that meets your strategic goals.

Managed Negotiated Sale Process

In a Managed Negotiated Sale Process, Pacific proactively solicits potential buyer parties from various categories such as industry, synergistic, strategic, or financial and directly negotiates a deal that is acceptable to you and under your terms and conditions. This process is typically best suited for smaller companies with transaction values under five million. Please note that a Managed Negotiated Sale Process may also have competitive and/or structured elements.

Managed Transaction Structured Sale Process

Designed specifically for companies with transactional values in excess of five million, this Managed Transaction Structured Process Pacific uses a carefully sequenced, monitored, and managed process involving a selected group of target buyer parties from specific pre-determined categories such as financial, strategic, or synergistic. The goal here is to attract multiple pre-selected target buyer parties in order to create a competitive environment to realize the best possible price for your company and the most favourable transaction terms. Pacific’s obvious success is rooted in their vast knowledge, solid experience, and proven performance where in each and every case, they begin by listening to their clients’ needs and goals and follow by delivering a highly personal and professional service that results not only in the successful sale of your business but in many cases, also a favourable long-term client and personal relationship.