Mergers & Acquisitions – M&A Advisory

We project manage the transaction and act as the main interface between the Offeror and the Takeover Panel.

Our advice covers:

• Structure of acquisition (offer to shareholders vs court approved Scheme of Arrangement)
• Approach to offeree boards and tactics for maximising the chances of success while minimizing transactional risk
• Approaches to target shareholders to understand their appetite to sell and potential transaction pricing.
• Funding
• Offer document drafting

As Rule 3 adviser we provide advice to the board of the target company as to whether the financial terms of any offer (including alternative offers) are fair and reasonable.

It is a takeover rule requirement that Board of Offeree take independent financial advice.

Our advice encompasses valuation advice and supporting detail, shareholder communication and management, Tactics, including hostile bid defence, if appropriate, where our team has had notable success in the past.

We also provide various services to clients requiring a Rule 9 Whitewash or Concert Party advice.

We advise on:

Strategic reviews and deal structuring

Review of current business and its operations and discussions and research of appropriate acquisition targets

Assistance with approaches, negotiations, project management of acquisition or disposal

Dual track process capability (IPO and Trade sale/Private Equity process run in tandem).