Extensive, Relevant Experience; Practical, Business-Focused
Perspective
Leverage professional expertise and extensive industry
relationships to provide actionable guidance and support in
corporate operations, strategic decisions and transaction
execution
Cost-Effective and Efficient Project Management
Identify and coordinate with service providers and strategic
partners to support transaction execution and implementation
Start-to-Finish Transaction Support
Substantive guidance and administrative support through every
transaction stage, including comprehensive pre-closing diligence,
efficient transaction negotiation and execution, and orderly
post-closing integration
Initial Strategy Analysis
- Collaborate on transaction strategy to address overall business objectives and considerations- Advise on optimal transaction structure; develop and implement administrative and infrastructure mechanics to support optimal strategic and transaction structure options
Capital Sourcing and Financing
- Develop marketing materials targeted to highlight
transaction alignment with preferred capital provider
investment strategy
- Manage transaction review and resolve identified considerations to support successful underwriting and risk profile evaluation to achieve financing on favorable economic and contractual terms
Transaction Identification and Due Diligence
- Analyze transaction options, including status of key
compliance areas and review of critical operative documents
- Manage diligence process, including initial / follow-up requests, engagement with external teams, preparation of diligence summary
- Strategize and implement solutions for any identified considerations
Transaction Negotiation and Execution
- Comprehensive drafting and negotiation guidance and
support
- Review transaction documents and coordinate relevant inputs to ensure efficient negotiation and consistency across overall strategy
Closing and Post-Closing
- Coordinate closing process & funds flow to support
execution of all transaction elements on preferred timeline
- Support post-closing integration, additional anticipated acquisitions and/or other transactions for strategic growth, refinancing