They are transactions involving the ownership of companies or organizations. They enable organizations to increase and reduce their size and change their competitive position, and are therefore an aspect of corporate strategy. This requires an in-depth analysis of the company's needs and an approach to the best options, i.e. to help its managers to focus the strategy in the short, medium and long term.

 

Companies around the world are constantly seeking to grow not only in terms of sales, market share, profits or dividend generation, but also in terms of sustainability. 

Achieving this objective in any market depends, in addition to its position in relation to the environment and internal capabilities, on a coherent strategy that aligns these factors at all levels . 

 

It usually involves the generation of a short list through strategic criteria and determines the starting point of the subsequent activities of evaluation of potential targets. 

It is usually the beginning of the negotiation between the buyer and the seller and even the beginning of the transaction structuring.


 

 

It includes due diligence activities (commercial, financial, legal, labor or tax). During this stage, the structuring is refined and planning for the integration stage can begin. 

 

The offer is adjusted based on the inputs from the previous stage. The final negotiation and closing agreement is generated, which approves the transaction.