CASE STORIES:

With only 75 days to close there was no room for error.

How we helped a manufacturing client.

Fast-paced acquisition in manufacturing, how we facilitated a complex transaction for a client in the manufacturing space.

Case Description

A few details.

Overview: The firm had a manufacturing client who received an acquisition proposal from a private equity fund.

Challenge: This manufacturing client was a large company, and the challenge was that for certain reasons, the deal needed to be closed within 75 days of signing the Letter of Intent for the acquisition.

Our approach

How we facilitated the close.

The firm was able to take the client through intensive due diligence, a required Quality of Earnings report, and a tax-free reorganization during the required time period. The deal was negotiated and closed within the 75 days.

Research

Due diligence and Quality of Earnings reports.

Process

Regular communication, impeccable work, and timely reporting.

Planning

Tax-free reorganization before the close.

Results

The deal was done within the required time, and the client was acquired by the interested PE fund.

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