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Determining the expected
valuation range for the business
Performing due diligence
Preparing descriptive materials which best positions the
business
Identifying and prioritizing potential buyers
Developing and implementing the appropriate marketing strategy
Managing the due diligence process for potential buyers
Evaluating offers and negotiating the terms of the sale
Providing a fairness opinion, if appropriate |
Buy-Side Advisory Services
In these cases, we represent the purchaser of a business. The purchaser
may be an individual, a company or a private equity firm. This typically
involves transactions (i) where we initiate the transaction by bringing
the potential acquisition idea to the client or (ii) where the client
already has identified or even initiated discussions with the acquisition
target. Depending on the circumstances, we assist our clients by:
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Identifying appropriate targets given our understanding
of the client’s acquisition strategy
Initiating discussions with targets or their shareholders
to determine interest in a sale of the target business
Performing due diligence on the target business
Valuing the target business
Analyzing the financial impact of the acquisition
Developing the purchase proposal and negotiating strategy
Negotiating the terms of the purchase
Arranging financing as required
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Valuation Services and Fairness Opinions
Gridley provides independent valuation services for private companies
looking to go public; merge with another company; acquire a business;
redeem shareholders’ interests; structure ESOPs; or reorganize
family-owned businesses. We also provide fairness opinions for public
companies pursuing a corporate transaction.
Equity Private Placement
Gridley helps private companies raise mid and late-stage capital
to facilitate growth by internal expansion or acquisitions and/or
recapitalize existing shareholder interests. We build and maintain
relationships with selected private equity and venture capital investors
who focus on the Information Services industry in an effort to align
growing businesses with appropriate investors. We work with our
clients by:
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Structuring a marketable transaction
Preparing
presentation and due diligence documents
Contacting qualified
investors
Negotiating a transaction closing on favorable terms |
Gridley is a relationship-driven firm, and we approach each private
placement engagement as an opportunity to establish or enhance long-lasting
partnerships among all stakeholders.
Strategic Consulting Services
We provide consulting services around growth and acquisition strategies
via shorter or longer term retained engagements. Our advisory board
includes several experienced industry executives who can add to
our perspectives or can be hired separately. In addition, Gridley
acts as a consultant to companies pursuing initial public offerings
by advising on the selection and management of underwriters in the
IPO process.
Other Services
From time to time, we leverage our extensive network for the benefit
of our clients outside of our core investment banking business.
This can range from recommendation and introduction of a board member
or senior executive to due diligence or consulting services provided
by our advisory board members.
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