The opening, mid-game, and endgame. Like chess, transactions have distinct phases. For the best results, you want experience on your side and to perform at your best when the clock starts.
While a great transaction can work out well for all parties, nobody will do you any favors. You cannot expect the benefit of the doubt if your business, financials, outlook, and team don't put their best foot forward.
Whether you are buying or selling, your transaction counterparts are motivated to get the best deal. So are you. Furthermore, often the most important negotiations in a transaction have nothing to do with the headline number.
Dealing now vs. later. Money upfront vs. an earn-out. Walking away at close vs. signing up to be an employee for 5 years. Working capital adjustments. Representations, warranties, indemnifications. The dreaded "re-trade" during due diligence. There are any number of factors that contribute to (or detract from) the value realized in a transaction.
Experienced advisors can easily pay for themselves by helping you assess alternatives, present with credibility, manage an efficient process, and advocating on your behalf in negotiations with savvy counterparts.
First Water offers advantages over traditional transaction intermediaries.
With all the capabilities of an investment bank and other transaction intermediaries, First Water sets itself apart through other competencies and our relationship model.
With backgrounds in investment banking and private equity, we have billions of dollars of transaction experience on both sides of the table.
A critical arrow in the quiver, FP&A capabilities including reporting/BI and forecasting can have a major impact on transaction processes.
Guided by the Relational Finance model, we are not conflicted by the timing of a transaction, reducing conflicts and focusing on your best interests.
Capital and deal execution are critical to the success of every business. Know your options, access capital partners and transaction expertise, and act proactively with First Water.
Growth, capital, and personal goals. These are the "three roadmaps" to align for success. Read more here.
Refinance debt, fund growth, or take chips off the table. Identify and engage with the right capital partners to finance the journey. Learn more here.
Download the comprehensive guide to prepare for capital raising and transactions!
Grab some time with a member of the First Water team to start a dialogue about your goals and how the finance experts at First Water can propel you down your path.