Closing a deal, whether buy or sell-side, is difficult. It takes time, energy, skill, and precision – and it costs money.
At the sharp end of any transaction are the leadership and relationship management challenges of negotiating terms and then navigating the details of due diligence, final purchase agreements and new deals for management. This is a rare and powerful skill, typically concentrated in the hands of the most senior members of a deal team.
However, these efforts are also supported by a huge amount of work that creates the foundation on which good decisions are made and valuable deals are struck. The quality of this work is paramount to the credibility of the deal and the quality of the investment decision.
The problem is that this deal support is both intellectually challenging and extremely time-intensive – to the point that a lot of firms simply do not have the capacity they need to do this work with the level of rigour and to the standards that they would like. Or, in order to undertake the work all other elements of their business are sacrificed whilst the deal remains live. What is clear is that this work is critical. The cost of failure resulting from shortcuts or mistakes is high – both to investment returns and brand reputations.
At Oceanrock, we provide clients on both the sell-side and the buy-side with a flexible, cost-effective solution to this challenge. Our analysts will bring the capacity you need across all areas of deal support. We will give you the breathing space you need to ensure an efficient, rigorous and high-quality process is followed at all times.
We see this work across two core areas. Firstly, a substantial amount of time is spent assessing the purely financial aspects of valuation, capital requirements and future value creation. At the heart of this is dealing with the intricate details of a financial model and getting it fit for purpose. (Click here to see how we can assist)
Alongside this, another huge time commitment is needed for the research, analysis and document preparation required to get the deal across the line.
On the sell-side, we support our clients with rigorous industry and company research to build a compelling investment case. We then work with our clients to write and prepare professional, well-crafted documents that communicate a compelling narrative for the deal with a presentational and analytical quality that does justice to their brand. We will then also support these clients to identify and target the likely buyer universe, helping to ensure that they create the best outcome from the transaction process.
On the buy-side, we provide in-depth market and company-level research and analysis to evaluate assumptions, test hypotheses and support investment decisions. We perform a detailed analysis of the investment opportunities from the most basic publicly available information, preliminary screening of sell-side information memorandums and analysis of data-room information, through to preparation of final investment committee papers, to support a rigorous analysis of the potential transaction.
At Oceanrock, we enable you to spend your time doing what you do best, whilst allowing you to manage the peaks of workflow that are an inevitable part of working within the deal environment.
To discuss how we can be supporting you and your team, contact Michael Benz at michael@oceanrockconsulting.com or visit us at www.oceanrockconsulting.com.