The Capstone team was extremely helpful as we prioritized our Buy-Build-Partner alternatives, strategically evaluated specific candidates, and collaborated throughout the valuation process.
Roadmap to Acquisitions℠
Phase I: Build the Foundation
Take your bearings, conduct a reality check on your current business situation, and establish a viable strategy for growth.
Know your CORE competency. Consider your business culture and how to share risk tolerance with a potential acquisition. Learn More >
DEFINE your growth strategy. Consider acquisitions in the context of your strategic growth plan. Learn More >
Have ONE reason to purchase a company. More than one reason leads to unclear decision making. Learn More >
Acquisition is a COLLABORATIVE effort. Build a multi-functional Team from the ranks of your company and outside experts. Learn More >
Phase II: Build the Relationship
Research prospective partners, make initial overtures, and develop a dialogue of trust.
Conduct company searches using a STRUCTURED process and OBJECTIVE tools. Integration planning begins now. Learn More >
Now arrives a critical moment in the ROADMAP process. It is time for your Team to apply their exhaustive planning and research. Learn More >
Building TRUST between the buyer and seller and early face-to-face meetings are critical, as well as, rich in opportunities and insights. Learn More >
Determine the strategic fit and ONE reason objective of the prospect and calculate the company's financial worth. Learn More >
Phase III: Build the Deal
Compile the nitty-gritty of due diligence, deal structure, closing the transaction and integrating the entities.
ESTABLISH the non-binding elements of the acquisition and provide a pre-LOI to address any miscommunications or misunderstandings. Learn More >
This should CONFIRM your research rather than inform, and CONFIRM your criteria-driven image of the prospective company for purchase. Learn More >
ESTABLISHES in a written document the Legal Structure, Financials and other important issues to support the purchase of the company. Learn More >