Taylor Made Only / M&A — Companies and equity interests

Structure for your company's next chapter.

Prepare for acquisitions, sales or the introduction of new partners, with preparation and dialogue throughout the process.

Talk to a specialist
Meeting setting prepared for business decisions — illustrative image
Illustrative image / Taylor Made Only

When it makes sense

When the next step involves an equity transaction.

Business owners and business-owning families assessing a sale, an acquisition or a new partnership.

Prepare for a sale

Define objectives, scope and information for the negotiation.

Assess an acquisition

Organise criteria and deepen your understanding of the business.

Bring in a partner

Align expectations, responsibilities and the terms of the relationship.

Document review in a management setting — illustrative image

Our work

How we manage the transaction.

We define the objective and scope of the transaction, organise information and manage dialogue between the parties and specialists involved. The depth of the analysis reflects the stage of the process and the authorisations for sharing information.

Preparation to negotiate with clarity on the business, terms and decisions at each stage.

Team composition defined by the scope

Clear responsibilities from the outset.

The mandate defines TMO's role and the involvement of specialists. Legal, accounting, tax and technical analyses are assigned to the professionals responsible within the scope of the transaction.

See how the work is organised

What you receive

Information to assess and manage the transaction.

Explore the format of our materials. Content is prepared for the objectives, scope and stage of the engagement.

Your business information is discussed privately. Here, we present only the structure of the materials.

TAYLOR MADE ONLYTRANSACTIONS

Presentation structure · 01

Transaction preparation

What is being considered in the negotiation.

  1. The parties' objectives
  2. Transaction scope
  3. Profiles of interested parties
  4. Criteria and terms
Illustrative structure. Content and deliverables are defined within the scope of work after the conversation with the specialist.
TAYLOR MADE ONLYTRANSACTIONS

Presentation structure · 02

Business presentation

A structured view for the initial assessment.

  1. Context and operations
  2. Commercial and financial information authorised for disclosure
  3. Team and relevant relationships
  4. Points for further review
Illustrative structure. Content and deliverables are defined within the scope of work after the conversation with the specialist.
TAYLOR MADE ONLYTRANSACTIONS

Presentation structure · 03

Analysis agenda

How participants move forward with the assessment.

  1. Documents and owners
  2. Questions for specialists
  3. Negotiation stages
  4. Closing and transition
Illustrative structure. Content and deliverables are defined within the scope of work after the conversation with the specialist.

Our approach

From the negotiation objective to the stages of closing.

  1. Objective

    Align the intended move and its criteria.

  2. Preparation

    Define the scope and organise information.

  3. Assessment

    Structure the analysis with those responsible.

  4. Dialogue

    Qualify interested parties and develop the discussion.

  5. Negotiation

    Coordinate clarifications, terms and decisions.

  6. Transition

    Follow the closing stages specified in the mandate.

Connected expertise

The objective guides the connections.

Does your need involve land or production facilities?

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Next step

Shall we discuss your next move?

A conversation to understand your needs and identify the right approach.

Talk to a specialist