Let’s Talk About Negotiation & Closing Support

Need help navigating negotiations, structuring terms, or closing a transaction with confidence? Let us know, and one of our advisors will be in touch promptly.

Negotiation & Closing Support

The Negotiation & Closing Support phase is where the deal is finalized.

This stage focuses on securing favorable terms, addressing stakeholder concerns, and ensuring smooth execution of the transaction.

Preparation for Negotiation

Inputs

Key findings from previous phases

Including valuation

Transaction structuring

Marketing presentations

Actions

Identify priorities, deal breakers, and areas of flexibility

Develop a negotiation strategy tailored to the client’s goals and risk tolerance

Output

A comprehensive negotiation plan with clear objectives and fallback positions

Actions

Engage with prospective buyers or investors to discuss key terms

Address initial concerns or objections raised by counterparties

Output

Preliminary agreement on key terms and conditions

Actions

Collaborate with legal teams to draft and review key documents, such as the Letter of Intent (LOI) or Term Sheet

Ensure alignment with regulatory requirements and client objectives

Incorporate counterparty feedback to finalize terms

Output

Well-drafted legal agreements reflecting agreed-upon terms

Actions

Conduct final discussions to address remaining issues or contingencies

Ensure all parties agree on closing conditions, representations, and warranties

Resolve disputes while safeguarding the client’s best interests

Output

Final agreement on all deal terms, ready for execution

Actions

Coordinate with all parties to prepare for the closing (e.g., regulatory filings, fund transfers, escrow setup)

Ensure compliance with pre-closing conditions outlined in the agreements

Output

A well-prepared closing process with all requirements met

Actions

Oversee the signing of final agreements and transfer of ownership or funds

Ensure proper documentation of the transaction for regulatory and legal compliance

Facilitate smooth handover of the business or assets

Output

A successfully executed transaction, marking the completion of the process

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Negotiation & Closing Support

Preparation for Negotiation

Action Icon

Key findings from previous phases

Action Icon

Including valuation

Action Icon

Transaction structuring

Action Icon

Marketing presentations

Action Icon Identify priorities, deal breakers, and areas of flexibility
Action Icon Develop a negotiation strategy tailored to the client’s goals and risk tolerance
Action Icon A comprehensive negotiation plan with clear objectives and fallback positions

Negotiation & Closing Support

Initial Negotiations

Action Icon Engage with prospective buyers or investors to discuss key terms
Action Icon Address initial concerns or objections raised by counterparties
Action Icon Preliminary agreement on key terms and conditions

Negotiation & Closing Support

Refine & Draft Agreements

Action Icon Collaborate with legal teams to draft and review key documents, such as the Letter of Intent (LOI) or Term Sheet
Action Icon Ensure alignment with regulatory requirements and client objectives
Action Icon Incorporate counterparty feedback to finalize terms
Action Icon Well-drafted legal agreements reflecting agreed-upon terms

Negotiation & Closing Support

Final Negotiations

Action Icon Conduct final discussions to address remaining issues or contingencies
Action Icon Ensure all parties agree on closing conditions, representations, and warranties
Action Icon Resolve disputes while safeguarding the client’s best interests
Action Icon Final agreement on all deal terms, ready for execution

Negotiation & Closing Support

Closing Preparation

Action Icon Coordinate with all parties to prepare for the closing
Action Icon Ensure compliance with pre-closing conditions outlined in the agreements
Action Icon A well-prepared closing process with all requirements met

Negotiation & Closing Support

Transaction Execution

Action Icon Oversee the signing of final agreements and transfer of ownership or funds
Action Icon Ensure proper documentation of the transaction for regulatory and legal compliance
Action Icon Facilitate smooth handover of the business or assets
Action Icon A successfully executed transaction, marking the completion of the process