Often, our corporate strategy work will result in identifying the need for acquisitive growth, sector consolidation or the need to exit certain business units. Fortuna Advisors provides insightful assistance in reviewing these opportunities, considering alternatives and establishing an M&A plan, whether it is for a single or a series of transactions.
M&A Strategy: Fortuna Advisors assists clients in the development of a value creating M&A strategy. We apply our analytical framework to deliver periodic objective M&A landscape analyses, including a comprehensive review of all “targets & players”. For many, this is a very desirable service to supplement the periodic M&A pitch books they receive from their investment bankers.
Transaction Analysis: Once a transaction is seriously contemplated, we work with management to evaluate the target in more detail and consider opportunities for value enhancement based on growth and efficiency synergies. For public targets, we begin with a current market expectations analysis and for private companies we use peers to establish a baseline. Then we layer on top of this the benefits that can be achieved in the order of likelihood of achievement. This can be used as the basis for considering bid and negotiation strategy, financing options/implications and integration planning.
M&A Execution: For smaller deals, we provide comprehensive M&A execution advice. But for very large deals, we expect many clients prefer to engage an investment bank or similar more traditional M&A advisor for ultimate execution. We can be helpful in the selection process to find the right bank for the job.