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LBO and MBO

Should you conduct an LBO or MBO?

When the acquirer of the shares of a company is its managers or others who need, or would like, to fund a significant portion of the acquisition by debt, Stratema can be entrusted with the entire process from preliminary analyses of the market and the business, including market valuation of the business and, if applicable, strategic advice on streamlining of the business. 

Stratema will prepare a company presentation and establish contact between existing and potential new shareholders. Stratema will hold meetings to develop the transaction model and financial solutions. Financial institutions are contacted and informed by Stratema with a view to generating competition to offer the most attractive financial package. 

Stratema negotiates final and binding agreements between existing and new shareholders, as well as lenders. If the new shareholders or the financial institutions would like to quality assure the 
agreement, Stratema will organise a due diligence investigation prior to closing of the transaction, with settlement and transfer of ownership.



Summary of activities:


 Preliminary analyses of the market and the business. 
 Market valuation of the business.
 Strategic advice on streamlining of the business.
 Preparation of company presentation.
 Establishment of contact between existing and potential new shareholders.
 Establishment of mutual confidentiality.
 Hold meetings to develop the transaction model and financial solutions.
 Obtaining offers from financial institutions.
 Negotiation of binding agreements.
 Organisation of due diligence investigation.
 Closing of the transaction, with settlement and transfer of ownership.
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