Performing valuation of the target company using methods like discounted cash flow (DCF), comparable company analysis, or precedent transactions.

Assessing synergies and financial impacts of the transaction.

Preparing financial models and forecasts to support decision-making.

Conducting thorough reviews of the target’s financials, operations, legal obligations, and risks.

Identifying potential liabilities, regulatory issues, or operational challenges.

Verifying contracts, intellectual property, and compliance with laws.

Advising on the optimal structure of the transaction (e.g., stock purchase, asset purchase, merger).

Structuring payment terms, including cash, stock, earn-outs, or contingent payments.

Addressing tax implications and regulatory considerations.

Assisting in negotiations to secure favorable terms for the buyer or seller.

Drafting and reviewing term sheets, letters of intent (LOI), and definitive agreements.

Mediating disputes or aligning interests between parties.

Drafting and reviewing legal documents, such as purchase agreements, non-disclosure agreements (NDAs), and shareholder agreements.

Ensuring compliance with securities laws, antitrust regulations, and industry-specific rules.

Obtaining necessary regulatory approvals (e.g., from bodies like the SEC or FTC in the U.S.).

Developing the overall M&A strategy, including identifying potential targets or buyers.

Advising on timing, market conditions, and competitive bidding processes.

Managing the deal timeline and coordinating between stakeholders.

Arranging financing for the transaction, such as debt, equity, or mezzanine financing.

Liaising with banks, private equity firms, or other capital providers.

Structuring financing to optimize cost of capital and terms.

Developing a plan for integrating operations, systems, and cultures post-transaction.

Identifying cost-saving opportunities and synergy realization strategies.

Supporting change management and employee communications.

Managing communications with shareholders, employees, customers, and other stakeholders.

Preparing public announcements and handling media or investor relations.

Mitigating risks of misinformation or negative market reactions.

Coordinating all parties involved, including advisors, management teams, and third-party vendors.

Ensuring deadlines are met and the transaction progresses smoothly.

Maintaining confidentiality throughout the process.