Client & CDI Roles

 

 PHASE ONE PHASE TWO
 PHASE THREE
 PHASE FOUR

 

 Search
Planning		 Opportunity
Development		 Initial
Negotiations		 Deal
Completion

 

 Kick-Off Meeting with Client Leadership Team Conduct Industry, End User and Target Interviews Develop Strategy and Structure for Acquisition Conduct Due Diligence and Ongoing Negotiations

 

 Provide Background Data/Information to CDI Global Summarize Pertinent Background and Interview Results Develop Plans for Due Diligence and Ongoing Negotiations Resolve Open Issues as Surfaced

 

 Review Preliminary Targets and Intelligence Industry Evaluate Long List Targets Relative to Criteria Develop Letter of Intent and Non-Binding Offer Secure Necessary Approvals and Funding for Transaction

 

 Confirm Work Plan and Long List of Search Targets Deliberate/ Recommend Course of Action Regarding Targets (Short-List) Meet with Target Management/ Owners to Initiate the Deal Complete Negotiations, Prepare and Submit Definitive Offer

 

       Plan for Integration, External Communications and Close the Transaction

Output: {

 One or More Strategic Transactions Defined and Set into Play Due Diligence and Negotiations Leading to Closing

 

Primary Responsibility:

Client

CDI Global

Joint

 

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