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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