Valuation Services
Our Valuations Offering
Our team has a combined valuation experience of 40+ years with national and multi-jurisdictional experience across multiple industries, ready to provide a combination of technical know-how, market insight and transaction experience.
Today’s leading organisations are seeking to unlock greater value from:
- Existing assets and ongoing capital expenditure; or
- New acquisitions, investments and complex corporate arrangements
Regulators and tax authorities are demanding greater transparency of fair/market value measurements.
The above, combined with the uncertainty and inherent complexities caused by the COVID-19 pandemic, require the attention of an experienced commercial valuations team.
FINCAP Corporate Advisory Team
- We provide independent and reliable opinions on the value of your business, shares, intangible assets and other financial assets.
- We hold international professional accreditations
- We have extensive valuation experience in various industries with knowledge of local and international regulatory marketplaces.
- We offer an integrated approach to measure and analyse a business’ value drivers and address a broad range of valuation aspects.
Sell-side Advisory Services
FINCAP is capable to provide a full range of services required for a successful fundraising. This allows our clients to
maintain control, develop a negotiation strategy and avoid potential delays.
- Planning
- Pre-marketing
- Marketing to Buyers
- Evaluation of investor interest
- Negotiation and closing
How we can support you
- Engage with management to work through financial projections and business plan
- Support in determining the offer price
- Develop indicative price range
- Assist in decision on floor price
- Assess key impacts to valuation
- Identify potential deal breakers
Output
- Review of the management business plan
- Condensed report on initial price consideration
How we can support you
- Discuss and agree on the sale structure and strategy in order to select an appropriate sale process
- Prepare marketing documents such as
- Teaser
- Information Memorandum
- Develop long / short list of potential investors
- Prepare Process letter and Non Disclosure Agreement (“NDA”)
Output
- Marketing materials
- Long list of investors
- NDA and Process letter
How we can support you
- Approach potential buyers and circulate Teaser
- Execute NDAs with potential buyers and distribute Information Memorandum
- Facilitate and manage investors meetings /communication with the management of the company
- Assist in the preparation of the management presentation
- Receive expressions of interest and evaluate indicative offers
Output
- Management presentation
- Non-binding offers
How we can support you
- Participate and support in the negotiations
- Facilitate and coordinate due diligence/data room access/exchange of information
- Respond to buyer due diligence requests and schedule follow-up meetings
- Organise management presentations
- Receive final offers, evaluate and obtain any clarifications
Output
- Due diligence
- Final binding offers
How we can support you
- Evaluate the final offers
- Coordinate authorised release of commercially sensitive data
- Coordinate Share Purchase Agreement (“SPA”) preparation, advise on financial terms of the SPA
- Coordinate all parties involved in the transaction (e.g. lawyers, representatives of the potential investor, etc.)
- Coordinate SPA signing and deal closing
Output
- Commercial review of SPA
- Deal closing
Buy-side Advisory Services
Our integrated approach ensures an early identification of key potential financial and operational issues and leaves room to prepare a negotiation strategy required for a successful acquisition.
- Strategy formulation
- Planning and analysis
- Due diligence
- Bidding and negotiation
- Transaction closing
How we can support you
- Establish relationship with the Target’s stakeholders and secure access to information
- Assist in formulating overall transaction strategy and bidding tactics
- Identify potential deal breakers, process drivers and challenges
- Evaluate and review all available information and documents with regards to the Target and the sale process
Output
- Condensed report on potential red flags / deal breakers
How we can support you
- Engage in early discussions with the Target’s management to understand strategic rational and stakeholder analysis
- Support in determining the offer price
- Develop an indicative price range
- Assess key value drivers including key areas of revenue and cost synergies
- Support in drafting the Non- Binding Offer (“NBO”)
Output
- Condensed report on initial price consideration
- NBO
How we can support you
- Assist in the appointment of advisers/specialists for the legal, tax and technical due diligence process
- Establish the scope of work with the Client’s advisers and determine the reporting deadlines
- Perform financial due diligence of the Targe
- Coordinate data room access among all transaction team members
- Manage and coordinate Q&As and overall due diligence work
Output
- Due diligence
How we can support you
- Incorporate the due diligence outcome into the valuation exercise
- Assist the Client in developing Binding Offer
- Formulate proposal (pricing, transaction structuring, etc)
- Draft and submission of Binding Offer
- Support in negotiations of key Sale Purchase Agreement (“SPA”) and Shareholders Agreement terms
- Price review and adjustment based on feedback received
Output
- Condensed report on final price consideration
- Binding offer
- SPA
How we can support you
- Assisting in drafting of SPA and Shareholders’ Agreement
- Negotiation of final Vendor warranties and Buyer obligations
- Preparation and submission of regulatory documentation and approvals
- Agreement on closing date, accounts and audit completion
- Assistance with any post- completion work related to the SPA
Output
- Commercial review of SPA and
- Deal closing