Every corporate transaction has its own inherent difficulties and demands great dedication, which is why it makes sense to work with an advisor. These transactions are complex; they involve a great deal of technical, high-impact decisions and are usually highly time intensive. The deal counterparty is also likely to be working with financial specialists with experience in corporate transactions.


Sell mandates

Crea Inversión advises its clients throughout the sale process:

  1. Creation of a financial plan (income statement, balance sheet and cash flow) to explain exactly what is for sale.
  2. Creating a detailed Information Memorandum on the company and the transaction.
  3. Company valuation.
  4. Design and shareholder buy-in of sale price strategy.
  5. Screening of potential acquirers worldwide.
  6. Liaison with shortlisted potential buyers.
  7. Meetings with prospective buyers, offer appraisal, and determination of potential outcome.
  8. Detailed support on the Letter of Intent, Due Diligence and final negotiation of legal sale documents.

Fundraising

Crea Inversión helps companies source funding by:

  1. Creating a detailed financial plan outlining the goals of the fundraising effort.
  2. Creating a detailed Information Memorandum on the company and the transaction.
  3. Carrying out company valuations.
  4. Assisting in the design and shareholder buy-in of the sale price strategy.
  5. Screening and liaising with potential investors worldwide.
  6. Attending client meetings with prospective investors.
  7. Quantifying the impact of the capital increase for existing shareholders.
  8. Providing detailed advice on the Letter of Intent, Due Diligence and final negotiation of legal sale documents.

Buy mandates

Crea Inversión reviews company valuations in the target markets:

  1. Screening of target companies.
  2. Preliminary assessment of target companies.
  3. Initial contact with target companies.
  4. Gauge potential interest.
  5. Assistance during initial negotiation and coordination of Due Diligence.
  6. Assistance during final negotiation and deal closing.

Mergers

Crea Inversión helps clients showcase the merits of the merger:

  1. Drafting of a joint business plan.
  2. Valuation of the merging companies.
  3. Realistic assessment of synergies.
  4. Negotiation of Letter of Intent.
  5. Coordination of Due Diligence and assistance during final negotiation and deal closing.