Pretium Advisory’s Buy Side Offerings for Financial Sponsors are comprehensive and strategic, tailored to assist clients in navigating the complexities of entering new markets, specifically focusing on private equity trends and opportunities. The services offered are detailed and thorough, ensuring that financial sponsors can make informed and strategic investment decisions.

Market Entry Strategy Review

• Understanding the Macro & Political Environment: Evaluating the broader economic and political climate, along with M&A trends and the competitive landscape, to gauge investment opportunities and risks.

• Review of PE Trends Since 1995: Offering a historical perspective on private equity in the region, including the early days of the 1990s, the proliferation of funds in the 2000s, and the evolution of local versus international players, as well as operational strategies such as local office establishment versus fly-by operations.

• Pipeline Review: Accessing portfolios and identifying pipeline opportunities that align with the investment criteria of financial sponsors.

• Co-Investor Landscape: Analyzing the landscape of potential co-investors, including funds and family offices (F.O.), to identify synergies and partnership opportunities.

• Target Identification: Creating long and short lists of potential investment targets based on thorough market analysis and strategic fit.

Transaction Readiness

• Pre-Bid Advisory: Providing guidance before the bidding process to develop a strong positioning strategy.

• 3P Team Building: Assembling a multidisciplinary team of third-party experts to enhance the transaction process.

• Bid Strategy: Formulating a competitive bid strategy that aligns with the financial sponsor’s investment objectives and market dynamics.

Transaction / Due Diligence Execution Assistance

• Deal Structure: Advising on the optimal deal structure for investments, considering tax implications, regulatory compliance, and strategic investment returns.

• Negotiation Support / Bid Support: Assisting with negotiations to secure favorable terms and supporting bid submissions.

• Transaction Execution Support: Including coordination of due diligence, financial modeling, and arranging financing for the transaction.

Closing

• Transaction Documents Negotiation Assistance: Providing expertise in negotiating the final transaction documents to ensure a smooth closing that aligns with the client’s strategic objectives.

With Pretium Advisory’s expertise, financial sponsors are equipped with the necessary insights and support to successfully execute market entry and investment strategies, ensuring thorough preparation and strategic execution at every step of the transaction process.

Pretium Advisory’s Sell Side Offerings for Financial Sponsors are designed to guide and support clients through the complexities of divesting their holdings. These offerings cover all phases of the transaction process, from strategic planning to successful closing, ensuring that financial sponsors can maximize the value of their investments.

M&A Strategy

• Portfolio Review & Strategy: Evaluating the current investment portfolio to develop a strategic approach for divestiture that aligns with the financial sponsor’s objectives.

• JV / Alliance Assessment: Analyzing joint ventures and alliances to determine strategic fit and potential divestiture opportunities.

Transaction Readiness

• Deal Structuring & Investment Story: Crafting the narrative around the investment to highlight value and appeal to potential buyers, alongside structuring the deal to meet strategic objectives.

• Buyer Identification: Identifying suitable buyers through a rigorous process that considers the strategic fit and value maximization for the asset.

• Preparation of Market Pack: Assembling a comprehensive and compelling package of information for potential buyers.

• Business Plan Support: Providing support in creating or refining business plans to better position the asset for sale.

• Review of VDD Need: Evaluating the necessity and potential benefits of Vendor Due Diligence in facilitating the sale process.

Transaction / Due Diligence Assistance

• Buyer Contact Strategy: Formulating and implementing a strategy to engage with potential buyers effectively.

• NBO Evaluation: Assessing non-binding offers to ensure alignment with the seller’s valuation expectations and strategic goals.

• Management Presentation: Preparing impactful presentations to communicate the investment’s value proposition to potential buyers.

• Dataroom Preparation: Organizing and setting up a dataroom that facilitates efficient and thorough due diligence by potential buyers.

• Negotiation Support: Offering expert advice and support during negotiations to secure the best possible terms.

Closing

• Transaction Documents Negotiation Assistance: Providing expertise in finalizing and negotiating transaction documents to ensure a successful closing that meets the financial sponsor’s objectives.

With these Sell Side Offerings, financial sponsors can confidently approach the divestiture process, equipped with Pretium Advisory’s deep market insights and strategic advisory capabilities.