Services - Biz Invest

Customer profile

Biz Invest’s services are focused on customers that wish to:

Sell the totality of their company

Sell a stake in their company or receive new investors for the business, as a growth strategy, succession planning or management professionalization

Eliminate conflicts among partners through mediation in the purchase and sale of stakes in the company, under feasible and reasonable conditions for both sellers and buyers

Restructure their company, through corrective actions or strategic changes, with the objective of preparing it for a future M&A transaction

Buy a company from a third party, through efficient, professional and confidential negotiations

Those services also apply to projects or assets with the potential to attract investments that, in group or individually, may have strategic value for other players in the market.

Scope of work

Biz Invest scope of work may cover some or all the services listed below, according to the client’s needs and company’s market situation:

Diagnosis of the company, aiming to find problems and opportunities to improve its operational and financial fundamentals, and subsequently make it more attractive to potential investors

Economic and financial valuation of the company

Development of the presentation material (information memorandum, teaser, etc) that will be made available for potential investors and serve as reference for the negotiations

Identification and approach of the potential investors or (if we are on the buy-side) the target company(ies) for investment

Assistance in the definition of the deal structure, including legal arrangements and corporate and tax planning

Analysis and discussion with the client’s team of lawyers about the critical factors identified by potential investors through due diligence, for purposes of sustaining the value and the conditions previously negotiated for the transaction

Control of the flow of information that will be made available to potential investors or (if we are on the buy-side) solicited to and received from the target company(ies)

Participation in all meetings that directly affect the negotiation, regarding subjects such as price definition, methods used to calculate it, payment conditions, contingencies, tax and corporate planning, contractual clauses, etc

Review of the documents and agreements that will formalize the transaction