Financial advisors can play a pivotal role in shaping the course of a transaction. A very clear example is through the art of managing stakeholders during due diligence, by adeptly handling, reframing, or strategically addressing questions that might challenge the interests of those involved.

Discover LVP’s Beau Woodbury’s strategic considerations on how we help our clients navigate the complexities of due diligence with finesse and expertise.

Beyond the legal aspects handled by lawyers, LVP steps into the role of strategic advisors, offering crucial insights on navigating commercial due diligence issues. With a focus on practicality and a deep understanding of the business landscape, LVP ensures clients make informed decisions, providing a critical edge in transactions as well as articulating when and how to say "no” during negotiations to best protect the CEO’s interests.

One of the key advantages of having an advisor in a negotiation process, particularly when the CEO plans to continue post-acquisition, is to maintain a strong ongoing relationship with the buyer, acknowledging the challenges that may arise. LVP steps in as a strategic buffer, negotiating assertively on behalf of the seller and providing plausible deniability for the CEO.

Hear Director Dominic Botten explain in this clip how LVP expertly navigates these delicate dynamics, ensuring a smooth transition and fostering positive relationships beyond the negotiation table.

Transactions typically have commonalities that thread through diverse scenarios. From the initiation with a letter of intent to the intricate due diligence phase, LVP assists CEOs in navigating negotiations, ensuring transparency, and understanding every facet of their company examined by potential acquirers. LVP's systematic and thorough approach ensures a smooth transaction close, providing CEOs with a comprehensive guide to successful deals.

What triggers a transaction? Hear Partner David Frodsham discussing some of the crucial thought processes and key players in the decision making process for companies considering a Capital Raise, Sale or full exit of their business.

The existence of a gap between early-stage investors seeking high returns from fast-growing companies and more later-stage investors who value mature businesses is one of complexities of capital raising. Acknowledging the challenges associated with showing signs of maturity, LVP provides strategic counsel, sometimes advising companies to consider selling at a strategic inflection point rather than facing hurdles in raising capital as they approach a plateau in growth.

Partner David Frodsham explores the critical juncture faced by businesses when deciding between a capital raise and the sale of a company. Central to this strategic decision-making process is the acute understanding of the company's cash needs and valuation, coupled with the ability to apply judicious pressure on potential buyers. Apart from the nuanced considerations that underpin such decisions, David emphasizes the development of a robust Plan B which allows the business to navigate financial crossroads with resilience and foresight. At the heart of this financial discourse is the recognition that, ultimately, an investor is making an acquisition, but only a partial acquisition.

Price, Process and Risk - Paul Woodbury and David Frodsham discuss key learning points for someone doing their first transaction. These elements are hugely interrelated and emphasise the value that Advisors like LVP bring to a transaction, whether it be a capital raise or full sale of a business.

While CEOs may possess a surface-level grasp of their industry, advisors delve deep into market dynamics, capital raising trends, and M&A climates, offering invaluable insights into deal structuring and buyer identification. With a keen focus on buyer searches, LVP initiates proactive strategies to uncover optimal deal opportunities, even in scenarios where sellers may have preconceived notions about potential buyers. Watch now to discover how LVP's expertise transforms transactional landscapes, empowering clients with strategic advantages in every deal.

There are many pitfalls CEOs may encounter when selling a company or raising institutional capital. LVP's specialists, well-versed in deal intricacies, provide invaluable guidance, distinguishing between typical and atypical scenarios, and highlighting what is reasonable or off-market. When sophisticated financial funds dominate as buyers, they can often create an unbalanced dynamic for sellers. LVP's experts unravel the complexities, revealing how their deal experience not only addresses challenges but also empowers CEOs to navigate negotiations with confidence. LVP's expertise ensures clients make informed decisions and avoid the pitfalls that may surprise the inexperienced.

In this panel discussion, the LVP team sheds light on their pivotal role as transaction partners, especially as deals extend over time and involve institutional investors. LVP's focus on the transaction intricacies ensures an attractive prospect for potential buyers. This is achieved through a finely tuned network, problem-solving expertise, commitment to integrity, and personalized client care that distinguishes us and ensures optimal outcomes for our clients.