The IVS Process

1. Introduction

  • Introduction to IVS Investment Banking
  • Sign confidentiality agreement
  • Receive preliminary company description and financials

2. Exploration

  • Management meetings
  • Business due diligence
  • Create business plan and projected financials

3. Making the Market 

  • Send blind summary to potential buyers and private equity groups
  • Sign confidentiality agreement with interested parties
  • Submit confidential information memorandum
  • Receive indications of interest from interested parties

4. Negotiation

  • Formalize indications of interest to letter of intents
  • Agree and select appropriate buyer
  • Sign letter of intent

5. Due diligence

  • Business due diligence
  • Legal due diligence
  • Financial due diligence

6. Definitive documents

  • Purchase agreement
  • Employment agreement
  • Credit agreement

7. Closing

  • Signing all documentation
  • Funding transaction