Preparation is fundamental to any successful sale. In the first instance, we will take time to fully understand your business and the market in which it operates. This will allow us to identify and present the company's core competences, unique selling points and competitive advantage.
Camlee are committed to ensuring that your business is presented in its most favourable light with the production of a cutting edge and uniquely digitally driven sales prospectus; incorporating video content, market analysis reports and forward looking projections.
Key deliverables from Camlee
We will arrange a field visit at your business or at a convenient location nearby. The objective will be to source financial, commercial and management information for the anonymous summary document, sales prospectus and marketing activities.
Also at this meeting project timeframes and confidentiality requirements will be agreed, and service level agreements defined.
We will also prepare a three year integrated financial forecast with you. Our belief is that although historic financial performance provides the basis for any valuation, ultimately it is the future growth prospects that will drive additional value.
In order to maximise value and accelerate the sales process, your business must be positioned and marketed effectively. The focus should be on attracting interest from UK and International buyers with the financial capabilities to conclude a transaction.
Camlee entrust the research process to our team of skilled researchers and media monitoring experts. Consequently, we are able to provide our clients with a 'best in class' service.
The diagram below illustrates a selection of resources that our research team use to the find the right buyer for you.
Our marketing campaigns are diverse, extensive and well qualified. We promise that no stone will be left unturned in finding the right buyer for you.
We employ a team of experienced direct marketeers whose goal is to make direct contact with CEOs, Finance Directors and Corporate Development Directors to establish and manage interest in your business.
Camlee, in the first instance, always insist on making contact with UK and International prospective buyers by way of telephone thus guaranteeing a higher response rate compared to our competitors.
Our team are stringently trained on confidentiality requirements and information flow, therefore giving you the confidence that your business will never be compromised.
Once the direct marketing team has generated multiple interested parties, Camlee will create a competitive bidding environment. Every indicative offer will be reviewed based upon the following:
We will provide advice and guidance prior to buyer meetings, as well as lead and attend all buyer meetings. All offers and negotiations will be handled by a qualified Corporate Finance Director so as to ensure that the best deal is sought for you.
Camlee will also draft and negotiate the 'heads of agreement' - a document detailing the proposed offer, and granting the preferred buyer an exclusivity period to conclude the transaction.
Having selected a preferred bidder, we will work closely with you and the buyer's advisors to make certain that impetus is not lost at this critical stage of the transaction.
A key driver in assuring that this phase of the process is managed effectively is our bespoke due diligence portal.
The Camlee Virtual Data Portal (“VDP”) acts as a data room for the buyer’s professional advisors. The VDP will be populated with all the financial, commercial and management information required by the buyer to conclude their investigation of the business. The benefits of the VDP are:
We are experienced lead advisors, actively managing the process from conception through to completion. Momentum is key in any transaction, and our internal systems and experienced staff make sure that all parties are focussed and communicative in the build-up to completion.
Camlee can also assist on post transaction matters such as the management of handover requirements, introduction to wealth management advisors and the handling of any remedial accounts based work.
Arrange an initial call to discuss your plans