Introduction
- Sign confidentiality agreement allowing sharing of information (CBR/CIM)
- Evaluate high level financial and operational information
- Introduction call to discuss potential fit
Analysis
- Collect additional information through virtual meetings and possible on-site visits
- Submit an Indication of Interest (IOI)
Letter of Intent (LOI)
- Align on boarder terms of the deal
- Submit LOI
Diligence
- Conduct financial, legal, operational, and technical due diligence
- Discuss/ align on the transition of business operations & structured growth plan
Closing
- Draft & negotiate the Purchase and Sale Agreement (PSA), and all supporting documents
- Reach agreements on the final terms of the sale
- Sign the final PSA