THE NEXT STEP TRANSACTION PROGRAM
Foundation building blocks
At Shurman, we work collaboratively with ambitious owners, leadership teams, strategic buyers, and reputable investors to achieve their ongoing strategic, financial, and personal goals. Our programmatic approach helps to de-risk a potential transaction and increase the transaction value, using flexible foundation building blocks.
Our approach is committed to unlocking value in terms of both the transaction value and sustainable business value. We stay away from telling boardroom "multiple" and "synergy" fairy tales, instead prioritizing the value-drivers as a driving principle, not as lip service.
With our three-step modular program, we aim to create a remarkable impact. After all, financial sponsors come and go, but entrepreneurs and management teams stay and must realise their potential by growing and maintaining the business.
1.
VALUE MAXIMIZATION
PROGRAM
Pre-Transaction Stage
To maximise enterprise value based on all value drivers (not just EBITDA)—for all parties involved based on a robust preparation.
Building blocks include:
Ambition Foundation
Valuation Foundation
Data Analytics Foundation
Message Foundation
2.
TRANSACTION SUCCESS
PROGRAM
Transaction Stage
To engage in a predictable, purposeful, and beneficial transaction—for all parties involved based on a transparent process.
Building blocks include:
Transaction Material & Data-room Foundation
Transaction Engagement & Structuring
Signing and Closing
Transactions include:
(Smart-/ Staged-/ Pre-) Exit, Trade-Sale, Acquisition, Merger, Management-Buy-Out, Carve-out, Growth Financing, Debt Financing
3.
VALUE
REALISATION
PROGRAM
Post-Transaction Stage
To support a purposeful value realisation—for all parties involved based on an intelligent integration.
Building blocks include:
Integration Foundation
Data Analytics Foundation
Buy/ Build Foundation
Add-on Message Foundation
Advisory Board Foundation