SALES & MERGERS

We advise our clients from A to Z on the sale, merger or a combination by seeking the best partner, French or foreign, strategic industrial or financial in order to maximize the value of the company

Each client and transaction are unique. According to their wishes and the characteristics of their companies we structure the transaction to propose the best deal

Our approach to negotiations in the healthcare sectors, where Potomac has developed a high level of expertise in the M&A market, allows our clients to choose a buyer based on strategic and financial issues

Market & Company Analysis

We collect and analyze the information necessary to prepare quality documentation, a key phase to maximize a transaction

  • Collect the information needed
  • Market Analysis
  • Analysis of the Company, its activity and its historical performance
  • Make the business plan

Prepare the commercial documentation

We draft marketing documents, which are crucial for conducting multiple discussions/ negotiations in parallel

  • Information memorandum
  • Teaser
  • Process letter
  • NDA
  • Data room with all information including legal information, HR, Tax, financial, operational, etc..

Selection of the potential buyers

We approach and conduct discussions with potential buyers to obtain the best strategic option for our clients

  • Discussions with potential buyers
  • Obtain preliminary offer to compare and select the best options
  • Coordinate due diligence & the sale process

Negotiation

We propose multiple quality offers to our clients allowing them to make a choice which best fits with their expectations

  • Obtain final offers
  • Finalize the deal including negotiating the share purchase agreement, potential guarantees, shareholders agreement, etc.. in coordination with lawyers

ACQUISITIONS

We advise our clients from A to Z in order to complete the acquisition on the best terms, including the structuring of its financing

The starting point is a generic request to search for targets or the proposal of a transaction with pre-established targets

We advise our clients to structure and implement their external growth strategy, whether in France or abroad

  • Find targets

    We select targets based on multiple predefined criteria with our client

    • Sector
    • Activity
    • Distribution
    • Size
    • Profitability
    • Location
    • Financing
    • Expected Synergies
  • Contact targets

    Our healthcare and financial expertise allows us to easily contact all targets

    • Organize preliminary meetings
    • Collect information
    • Perform multi-criteria evaluation
  • Prepare offers

    We advise our clients to draft preliminary offers focusing on key items

    • Think about HR and management package
    • Optimize and structure the financing
  • Coordinate audit

    We have developed considerable experience in coordinating the due diligence process

    • Check if key items are well addressed (legal, finance, tax, integration, etc..)
  • Final negotiations

    We help our client in drafting and negotiating the final offer

    • Help in drafting the final offer
    • Negotiation
    • Negotiate guarantees, shareholder agreements and other documents in coordination with lawyers
    • Finalize the financing

GROWTH FINANCING

We advise our clients from A to Z in order to obtain the optimal financing structure

We are involved in raising capital, making acquisitions, or structuring a financing to reduce the cost of an existing arrangement

We advise our clients to set up and optimize the necessary financing (capital, debt), at the best cost available, adapted to our clients’ business and their strategy (growth, redeployment, etc.)

Analyze the financing required

We analyze the financing needed to optimize the financing structure including equity vs debt

  • Analyze short and long term financing needed in relation to the strategy of the Company and its shareholders
  • Collect information
  • Analysis of the Company, its activity and its historical performance
  • Make the business plan

Prepare the commercial documentation

We prepare all documents needed and key to conducting multiple discussions in parallel to optimize the financing

  • Information memorandum
  • Process letter
  • NDA
  • Data room with all information including legal information, HR, Tax, financial, operational, etc..

Entertain discussions with investors & banks

We entertain discussions with potential investors including private equity firms, banks, strategic, etc.. able to finance the company

  • Finalize the list of potential financial investors
  • Discussion with potential investors
  • Obtain preliminary offer and comparison
  • Coordinate due diligences

Negotiation

We analyze with our clients the multiple offers and structure the best financing

  • Reception of the final offers
  • Finalization of the financing including negotiation of the legal documentation (shareholders’ agreement, guarantee, etc.) and banking documentation, etc. in coordination with lawyers