Our team works with clients throughout the sales process. We have the life sciences and technology industry experience, expertise and research capabilities to identify and evaluate potential qualified buyers and complete transactions at maximum value.
- Management Leverage Attempting to execute a transaction while still running the Company is a significant challenge. This is particularly true for middle market companies with limited staff and bandwidth. When doing both without additional help, one or the other often suffers to the detriment of a successful transaction. We are very experienced transaction professionals who augment our client’s management team with deep transaction expertise. This allows the management team to focus on ensuring that the Company continues to execute during this critical time.
- Identification of Appropriate Investors Our firm has excellent research capabilities which we believe are not present within most companies. We couple our proprietary database of firms with current custom research to identify an appropriate spectrum of investors that meet your specifications. This approach to identifying investors allows us to “clear” the market and gives clients added comfort that they have identified the optimal transaction for that point in time.
- Positioning and Pre-Process Preparation Our team is very involved in helping clients prepare high quality descriptive materials, formulating well-structured financial projections, and developing an overall positioning strategy. Investors only have so much time to review a transaction, and if information is presented in a manner that does not grab their attention or facilitate their review, they will move on to the next opportunity. In addition, the diligence groundwork we establish here is critical for success later in the process.
- Execution Leverage With senior bankers (not junior associates) taking responsibility for all interactions with the target investors from qualification of each target, to assisting with management meetings, due diligence, and negotiations, you have a seasoned team to make sure the process proceeds at an optimal pace.
- Creating Competition for Your Opportunity Our ability to enhance the competitive environment for your opportunity is very important. We are very experienced at executing a process that generates multiple simultaneous proposals and creates a competitive situation that provides you with optimal negotiating leverage.
- Negotiating and Structuring Assistance Our considerable experience with all types of sell-side and buy-side transactions provides clients with a broad experience base when it comes to determining the terms and structure of a transaction that meets the objectives of both your company and the investor.
- Closing Assistance From setting up a project plan and electronic data room, to establishing roles and responsibilities and assisting with the inevitable and continuing negotiations that happen with the preparation of the final purchase documents, our proven process-driven approach delivers optimal outcomes. White Falcon has a successful track record of helping its clients close even complex transactions such as sales to Fortune 500 organizations and cross border M&A transactions.