Mergers & Acquisitions
ILEX has extensive experience providing
financial advice to owners and owner-managers of private
companies. The firm assists in executing a wide range of
strategic alternatives, including financings, M&A transactions,
and governance initiatives.
Moreover, ILEX’s familiarity with private company dynamics
along with its extensive deal structuring experience, enables it
to provide assistance that is highly specific to a company’s
particular situation.
These assignments typically involve:
- Developing an appropriate strategy given current industry trends and competitive dynamics;
- Determining likely buyers, sellers or strategic partners from extensive, peer-level contacts in the industry and proprietary and external data sources;
- Contacting qualified prospects discreetly and confidentially;
- Managing the due diligence
process;
Structuring a mutually satisfactory offer; and - Negotiating the deal through to closing.
In all of its merger and acquisition assignments, ILEX strives to achieve maximum value, terms and strategic fit with minimal disruption to management and operations.
We possess industry expertise, research capabilities, and highly developed network of national and international contacts to provide a solid base for initiating transactions that allows ILEX to assist clients in defining their most appropriate options and exploring transaction alternatives.
When advising firms who seek to grow through acquisition, ILEX provides assistance in the initial strategic planning stages by helping the client identify the best targets and options. We also assist buy-side clients in evaluating their alternative strategies including internal growth, merger, acquisition, and/or strategic partnering. Again, through a buy-side engagement, we leverage our contact network on our client’s behalf to assist in the widest scope of potential alternatives and the most appropriate financing solutions. If the transaction requires additional capital, ILEX will leverage our extensive network of equity and debt sources to facilitate a successful transaction.
ILEX has developed a proprietary transaction management system that utilizes the following "Nine-Step Sales Process:"
- Business valuation and assessment of current market conditions
- Development of a customized, focused, worldwide and comprehensive marketing strategy
- Preparation of marketing materials
- Execution of the methodical, intensive marketing strategy
- Solicitation of offers
- Negotiation of Letters of Intent
- Advising through investor due diligence
- Closing process assistance
- Finalizing legal, accounting and regulatory documentation