M&A Submission - New Enquiries
Acquisition
Following initial discussions, and a clear understanding that a company is amenable and in order to progress the company acquisition that we have been discussing we have set out guidelines below on the submission of information.
Acquisition Criteria
In order to progress, Hatton & Berkeley will require detailed due diligence that will include scrutiny of accounts and profit margins, assets, location, the on going stability of customer base and future potential with the sole aim of achieving a fair valuation.
Acquisition Process
Hatton & Berkeley will require an exclusivity period in order to undertake an acquisition, under agreement by all parties and contracted prior to negotiations.
We have created a submission form, link at the footer of the page, in order to ease the process of providing information. As a guide the information required will include the following, (there is a check list on the submission form as well): Confirmation of assets, buildings, stock, machinery, charges, loans and other liabilities;
Confirmation (KYC) of current director(s) and persons of significant control, including proof of identity for compliance with financial regulations.
Any share disposal agreements and information
Last three years accounts
Management agreements and supplier contracts
HR, employees, salaries details and contract/ benefit packages.
Technical aspects of the site, utilities, structure, security, IT machinery and inventory.
Valuation Analysis
We ask that target companies provide substantial historic information (financials, audited accounts etc.) that will enable the us to further evaluate the potential of an acquisition, both as a business on its own and as a suitable acquisition target.
Negotiations
After producing several valuation models of the target company, we have sufficient information to enable us to construct a reasonable offer for acquisition; Once the initial offer has been presented, both parties can negotiate terms in more detail.
Due Diligence
Due diligence is an exhaustive process that begins when an offer has been agreed by both parties and accepted by the target company; the due diligence process will confirm or correct our assessment of the value of the assets value by conducting a detailed examination and analysis of every aspect of your company’s operations – including but not limited to; financial metrics, human resources, customer base, assets and liabilities.
Contracting a sale
Post completion of due diligence, no major problems or concerns arising, executing final contract for sale can take place; each of the parties make a final decision on the form of purchase agreement (asset purchase or share purchase).
Applicants
Applicants for acquisition are asked that they submit first phase information via this online form, we will not accept unsolicited applications.
