FINANCIAL ADVISOR: THE KEY TO SUCCESSFUL IN M&A DEALS
16 days ago
11:15
FA (Financial Advisor) in M&A is an individual or organization that provides advisory services to businesses considering M&A transactions. They accompany the business from the beginning until the end, even after the deal is closed.
Pre-M&A
When businesses struggle to find investment partners, FAs assist in identifying a list of investors that match the business’s needs, directly approach investors, and accompany the business in preparing necessary documents.
To address the issue of businesses conducting audits based on inaccurate information, FAs provide detailed analyses and assessments, as well as legal, financial, and tax advice.
To help businesses overcome difficulties in self-valuation, FAs advise on positioning the business in the market, and also advise on the most suitable financial roadmap in line with the company’s business plan.
During M&A
Many businesses encounter difficulties in negotiations due to a lack of specialized knowledge, leading to contracts with subpar terms. Therefore, FAs maximize their specialized knowledge, strategic planning ability, and negotiation skills to ensure M&A transactions proceed as smoothly as possible.
FAs also have the ability to advise on appropriate deal structures for businesses that are unable to choose a deal structure to successfully close the deal.
Post-M&A
After the transaction has concluded, FAs are ready to accompany businesses in addressing common post-M&A issues.
The high-profile acquisition deal between Aozora Bank and OCB was successful thanks to the support of FAs from UBS (Union de Banques Suisses – Switzerland), JP Morgan, and HSC (Ho Chi Minh City Securities Corporation).
To maximize profits and avoid risks when conducting M&A, FAs are the top choice to accompany businesses.