BENCHMARK SQUARE 1
We use strict criteria when assessing a client’s salability to ensure that all objectives are aligned regarding your aspirations, our unique process, and view of the markets before proceeding with deal making.
Through Benchmark Square 1, we will conduct market analysis, company analysis, and valuation analysis, as well as important discussions regarding deal structure and terms, M&A markets, and seller motivation.
Taking any business to market requires a highly tailored process, which is why we customise a marketing strategy to each client, and then create materials to attract a large number of the most suitable and strongest acquirers. This will develop the competitive tension that will assist in achieving the optimal outcome from the overall sale process.
During Benchmark 360, we will conduct discovery, do research, craft strategy, and create a prospect portfolio. This stage also includes the development of materials such as a Confidential Information Memorandum and sales teaser.
This stage is when we have the first opportunity to demonstrate successful results, which relies on our access to data and the skill of the specialists on each Deal Team. It is made possible by our global database and research tools. Our proprietary processes augment, access, match, and filter hundreds of thousands of potential acquirers for a business.
Through Benchmark Navigate, we will generate interest, execute NDAs and prospect profiles, distribute Confidential Information Memorandums, and schedule calls and meetings with approved prospects.
Prospects often move to the Benchmark Ascend stage with different potential acquirers at different times. As a result, sellers may work on both stages 3 and 4 simultaneously for some time. Our Benchmark Deal Team takes advantage of every moment to identify and draw in more prospects leading up to the securing of a Letter of Intent (LOI).
The focus of Benchmark Ascend is to drive interest and increase value, and get the terms of an offer in writing. We will push to enhance those terms as much as possible before sharing them with you.
Benchmark Destiny is designed to capture as much value as possible while shifting as much risk as possible onto the acquirer. Nobody wants to lose a deal in the final stages, which can happen when sellers are not properly guided through the process.
During this stage we manage due diligence, conduct project management and pre-closing tasks, coordinate meetings, facilitate agreements, keep the deal on track, and – hopefully – celebrate.