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Transaction Structuring & Negotiation
The Transaction Structuring & Negotiation phase is where the foundations of a successful deal are laid.
CYG Partners works closely with clients to craft optimal deal structures, mitigate risks, and secure favorable terms that align with your strategic objectives.
Review Financial & Strategic Insights
Inputs
Financial model
Valuation report from the previous phase
Client’s strategic objectives
Risk tolerance
Actions
Analyze key financial and operational findings to guide the deal structure
Identify critical areas to address during negotiations
Output
A clear understanding of deal priorities and potential risks
Design Optimal Deal Structure
Actions
Develop transaction frameworks (e.g., equity purchase, asset purchase, earn-outs, financing structure)
Align deal structure with financial goals, tax implications, and regulatory compliance.
Assess the suitability of payment terms (e.g., upfront cash, deferred payments, or equity swap)
Output
A draft deal structure that minimizes risk and maximizes value
Risk Analysis & Mitigation
Actions
Identify potential risks (e.g., valuation gaps, operational liabilities, integration challenges)
Develop strategies to address or mitigate risks in the deal structure
Ensure alignment with legal and regulatory requirements
Output
A risk assessment report with actionable mitigation strategies
Prepare Negotiation Strategy
Actions
Define negotiation priorities based on financial insights and client objectives
Identify potential deal breakers and areas for flexibility
Develop tailored negotiation tactics to ensure favorable terms
Output
A robust negotiation strategy aligned with client goals
Conduct Negotiations
Actions
Lead discussions with the counterparty, ensuring key terms are addressed (price, payment structure, liabilities, contingencies)
Manage communication between legal, financial, and operational teams
Resolve disputes and align on mutually beneficial terms
Output
A negotiated agreement that meets the client’s strategic and financial goals
Finalize Agreements & Feedback Loop
Actions
Review final terms and ensure alignment with client objectives
Work with legal teams to draft and review definitive agreements (e.g., Share Purchase Agreement, Asset Purchase Agreement)
If deal terms require adjustments, revisit earlier steps (e.g., restructuring the deal or refining negotiation points)
Output
A finalized and signed agreement ready for execution
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Transaction Structuring & Negotiation
Review Financial & Strategic Insights
Financial model
Valuation report from the previous phase
Client’s strategic objectives
Risk tolerance
Analyze key financial and operational findings to guide the deal structure
Identify critical areas to address during negotiations
A clear understanding of deal priorities and potential risks Transaction Structuring & Negotiation
Design Optimal Deal Structure
Develop transaction frameworks (e.g., equity purchase, asset purchase, earn-outs, financing structure)
Align deal structure with financial goals, tax implications, and regulatory compliance
Assess the suitability of payment terms (e.g., upfront cash, deferred payments, or equity swap)
A draft deal structure that minimizes risk and maximizes value Transaction Structuring & Negotiation
Risk Analysis & Mitigation
Identify potential risks (e.g., valuation gaps, operational liabilities, integration challenges)
Develop strategies to address or mitigate risks in the deal structure
Ensure alignment with legal and regulatory requirements
A risk assessment report with actionable mitigation strategies Transaction Structuring & Negotiation
Prepare Negotiation Strategy
Define negotiation priorities based on financial insights and client objectives
Identify potential deal breakers and areas for flexibility
Develop tailored negotiation tactics to ensure favorable terms
A robust negotiation strategy aligned with client goals Transaction Structuring & Negotiation
Conduct Negotiations
Lead discussions with the counterparty, ensuring key terms are addressed
Manage communication between legal, financial, and operational teams
Resolve disputes and align on mutually beneficial terms
A negotiated agreement that meets the client’s strategic and financial goals Transaction Structuring & Negotiation
Finalize Agreements & Feedback Loop
Review final terms and ensure alignment with client objectives
Work with legal teams to draft and review definitive agreements
If deal terms require adjustments, revisit earlier steps
A finalized and signed agreement ready for execution