Business Principle #4:
Collaboration Without Boundaries,
We work as a team both internally
towards a common cause – providing value
to customers, and externally in
collaboration with customers and
partners. We make a significant effort
to help our fellow team members within
and outside the organization, in a
highly effective fashion, to provide
competitive advantage to our customers.
DEAL
STRATEGY principals have completed
successful transactions all over the
world. See several case study
summaries below:
Davis
Holdings. Served as
advisor to several Davis Holdings
companies in consolidation
transactions. Most recently served
as advisor in connection with a
consolidation in the data security
industry. Identified 6 preliminary
acquisition targets, assembled due
diligence/execution team of
accountants and attorneys and
determined appropriate financing
structure for acquisitions.
Negotiated preliminary valuations
and letters of intent with all 6
targets. Completed business due
diligence on targets focusing on
significant long term customer
contracts, service/product
differentiation, process quality and
receivables quality. Ultimately
negotiated definitive purchase and
final financing agreements.
General Dynamics Subsidiary.
Determined buyout and financing
strategy. Advised board of directors
on auction reviewing all transaction
phases including valuation, sales
memo preparation, buyer
identification, auction strategy,
data room, and definitive agreement
negotiations.
Reed Elsevier Subsidiary.
Determined key businesses for
divestiture and specific targets for
acquisition, steering business away
from low growth cyclical businesses
dependent on advertising revenues to
high growth, high margin, recurring
revenue, businesses.
Reichmann
Family Investment Fund.
Advised on a proposed equity line of
credit for investment in a publicly
traded developer of IP telephony
products. Due diligence focused on
IP ownership/value, impending
contracts, receivables, stock
trading volume, institutional
investor ownership and stock trading
price. Transaction was structured to
afford maximum protection to
Reichmann family.
At Deal Strategy and all our
business units we are committed to
the success of our clients. Our
clients success ultimately becomes
our success
