Business preparation
We develop an investment narrative supported by robust financial information and a clear understanding of the drivers of value.
All services
Buying, selling and combining businesses
Mergers & Acquisitions (M&A)
We advise shareholders, businesses and investors on acquisitions, disposals and reorganisations, maintaining confidentiality and a clear focus on value creation.
Discuss a transactionOur perspective
A successful transaction combines thorough preparation, access to the right counterparties and disciplined negotiation.
The challenge
Protecting value requires control of the process.
In M&A, the quality of preparation shapes the quality of offers. A clear investment thesis, consistent financial information and a well-sequenced process help anticipate questions, reduce uncertainty and protect value throughout negotiations.
Fenix Capital Partners coordinates the financial aspects of the transaction, aligning shareholders, management, potential investors and specialist advisers from the initial mandate through to signing and completion.
Access to counterparties
We identify and approach buyers, investors and acquisition targets with a strategic rationale and the capacity to execute.
Negotiating discipline
We manage offers, information and critical milestones to preserve alternatives, momentum and negotiating strength throughout the process.
How we can help
From initial assessment to completion.
- ✓Sell-side advisory and sale preparation
- ✓Buy-side advisory and target searches
- ✓Business valuation and transaction modelling
- ✓Structuring, negotiation and completion support
- ✓Coordination of due diligence and advisers
Our process
A structured approach with direct involvement.
Preparation
We clarify objectives, valuation, transaction perimeter and the investment narrative.
Origination
We identify and approach relevant buyers, investors or targets.
Execution
We manage information, offers, negotiations, due diligence and completion.
Mandate and deliverables
Practical work to move the decision forward.
The scope is tailored to the transaction, the stage of the process and the needs of management or shareholders.
- 01
Business valuation, financial modelling and scenario analysis
- 02
Teaser, information memorandum and management presentations
- 03
Longlist, shortlist and confidential market approach
- 04
Data room management and due diligence coordination
- 05
Negotiation of offers, transaction structure and key economic terms
When to talk to us
Where we add value.
Preparing to decide
Answers to help you move forward with clarity.
How do you prepare a business for sale?
We start with the shareholders' objectives, the transaction perimeter and the business plan. We analyse recurring earnings, debt, working capital and value drivers. Business valuation and presentation materials underpin a selective, confidential approach to buyers.
What information is needed to begin?
Recent annual accounts, up-to-date management information, a business plan, debt schedule and ownership structure form the starting point. We also identify significant contracts, customer concentration and other matters that could affect valuation or due diligence. Sensitive information is shared in stages, under confidentiality commitments.
How is the business valued?
We combine cash flow projections, market benchmarks and the characteristics of the business to establish a supported valuation range. The negotiated price also depends on the transaction perimeter, net debt, working capital, payment terms and the counterparty's ability to execute.