Though the process used for completing assignments is tailored to the unique needs of each client, we do follow a consistent course of action for each transaction that is smart, thorough, and effective. The components of that course of action, which allow us to successfully deliver for our clients time after time, are:
- Performing extensive up-front due diligence
This enables us to better understand the unique characteristics of the business and to concisely communicate those elements to potential strategic and financial buyers. Providing carefully thought-out marketing strategy and positioning statement We meticulously identify key selling points and strengths to be communicated to prospects.
- Creating compelling marketing materials
We develop a variety of marketing pieces, including a high-quality, descriptive Confidential Memorandum about the business.
- Identifying and making personal contact with potential strategic acquirers and equity sponsors
In addition to having personal contacts, Morgan Keegan maintains extensive proprietary databases that are supplemented with subscriptions to a vast array of third-party databases.
- Exchanging additional pertinent information with prospects
We field and screen all questions, allowing our clients to remain focused on what they do best – running their businesses.
- Assessing interest, qualifying prospects, and recommending course of action
Our process is designed to motivate potential strategic acquirers and equity sponsors to provide written, initial indications of interest within a defined time frame. Our objective is to create options or multiple initial offers from several qualified parties.
- Coordinating meetings with management
We work with management to prepare for meetings with interested parties, including developing presentations and related materials.
- Leading negotiations
Creating a competitive environment helps in the negotiations, and so does negotiating from a position of strength. That's where Morgan Keegan draws upon experience and knowledge to reach an agreement regarding all material deal points.
- Facilitating due diligence, assisting in finalizing definitive agreement and closing
We assist attorneys, accountants and other advisors in closing the transaction. This critical process includes being actively involved in conversations, staying apprised of issues and, if needed, stepping in to overcome obstacles.
