This is for businesses that want to bring on board new shareholders such as employees, key managers, a new BB-BEE partner, or family members. We manage the process for you in a commercially sound, affordable and tax-efficient manner:

• Assess your unique requirements
• Do a company valuation
• Discuss the different mechanisms and quantify the tax effects and cash flows
• Select the appropriate mechanism and build a financial model to illustrate cash flows and returns for all the parties
• Present the proposed transaction to the new shareholders
• Draft a Memorandum of Understanding to encapsulate the broad terms of the transaction
• Co-operate with our tax expert to provide a tax opinion and review this
• Co-operate with our selected corporate attorneys to draft all the necessary legal documentation and review this
• Liaise with your accountant or auditor to implement the transaction

For corporate acquirers, we drive and manage the acquisition(s) process from inception to final agreements. This includes:

• sourcing potential transactions
• compiling valuations
• compiling information memoranda for the client’s consideration of the investment opportunities
• assisting with negotiations
• collaborating and facilitating with other professional advisors such as attorneys, tax advisors, auditors and due diligence specialists
• drive the acquisition process to reach a successful conclusion.

Leveraging our extensive networks, we identify potential acquirers and facilitate transactions that align with your goals. If a fit with a potential acquirer in our networks isn’t immediately apparent, we collaborate with partners to find the right acquirers for your venture.

Sometimes, the groundwork is laid, and negotiations are underway. Our professionals can step in to expertly facilitate and drive the deal to fruition.

Need to be more sure about the intricacies of transaction structuring? Let us take the reins. We work with our corporate tax and legal colleagues to design a transaction structure that addresses the transaction goals, mitigates risk and optimises value.

Restructuring can be daunting, but our experienced team navigates the complexities with finesse. From expert design and planning to financial modelling, supported by specialist tax advice and legal services from our collaborating partners, we’ve got you covered.

When you share your needs, we assess the necessary process and steps. Then, we evaluate the required skill sets and experience, ensuring that the right expertise is in place for every phase of the journey.

Once the groundwork is set, we engage our approved M&A specialists, combining their insights with our strategic guidance. Together, we formulate a comprehensive proposal that outlines the tailored approach we will take to address your unique requirements. This proposal serves as the blueprint for a further discussion with you as to how you wish the process and our involvement to be defined. We then adapt and finalise the scope of engagement for your approval.

Throughout the process, we remain in constant communication, providing updates, insights, and support as needed. Our involvement ensures that we can step in at critical junctures, offering guidance and expertise that can make all the difference.

In this collaborative endeavor, your vision and goals remain at the forefront. Our joint effort with the M&A specialists ensures that every decision is aligned with your objectives, maximizing value and facilitating a successful outcome. Your journey through mergers and acquisitions becomes a well-guided path, powered by experience, expertise, and a commitment to your success.