The IVS Process

Introduction

  • Introduction to IVS Investment Banking
  • Approve confidentiality agreement
  • Receive preliminary company description and financials
  • Approve IVS exclusive engagement letter

Onboarding

  • Management meetings
  • Business due diligence
  • Create confidential information memorandum
  • Build financial model

Making the Market

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

Negotiation

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

Due Diligence

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

Definitive documents

  • Purchase agreement
  • Employment agreement
  • Credit agreement

Closing

  • Approve remaining documentation
  • Funding transaction

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