Updata’s more than twenty years of industry experience, executive-level involvement, extensive industry relationships, and proprietary M&A database add tremendous value to our clients during the M&A process.

Our sell-side M&A engagements typically involve:

• Advising and assisting our clients in analyzing and evaluating their business, operations, and financial position;
• Defining M&A objectives, performing a valuation analysis, and structuring the transaction;
• Assisting in the preparation of an offering memorandum to be utilized in discussions with prospective participants in the transaction;
• Identifying a comprehensive list of potential strategic and financial buyers;
• Overseeing management presentations and the due diligence process;
• Working with the client’s attorneys to review all requisite documents,
• Negotiating the terms and conditions of the transaction; and
• Providing any other assistance necessary to achieve a completed transaction satisfactory to the client.

Buy-side M&A transactions generally include :

• Working with the client to devise an M&A strategy that takes into account current market conditions and competitive factors;
• Identifying a comprehensive list of prospective targets for the client;
• Contacting prospective targets to gain specific insight into their businesses;
• Managing the due diligence process;
• Working with the client’s attorneys to review all requisite documents,
• Negotiating the terms and conditions of the transaction; and
• Providing any other assistance necessary to achieve a completed transaction satisfactory to the client.