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ICG Capital Securities Charlotte NC Middle Market Investment Banking Capital Strategic Advisory Mergers and Acquisitions M&A Exit Strategy Planning

Overview of the Acquisition Process


Planning Phase:
  • Confidentiality agreement executed
  • Execution of engagement agreement
  • Acquisition program planning
  • Criteria development
Search Phase
  • Identification of target companies
  • Client approval of contacts
  • Contact targets and screen responses
  • Prelimary valuation
  • Company visits
Transaction Phase
  • Letter of intent
  • Due diligence
  • Obtain financing
  • Final negotiation of price, terms and deal structure
  • Purchase agreement and closing

Buyer Representation


Our fundamental process, when assisting companies that wish to expand operations, revolves around our recommending a strategic plan of action for our clients to pursue and, then, taking the lead in implementing the agreed upon strategy. We assist companies in the following ways:
  • Determine strategic goals and objectives
  • Perform preliminary due diligence, including industry research and identification of potential buyers or sellers
  • Contact prospective candidates directly to ascertain level of interest
  • Assist in operational and financial due diligence
  • Create a sense of competition and urgency to motivate prospective targets to respond in a timely fashion
  • Assist in developing transaction structure and setting time table
  • Assist in negotiations and closing
In ICG's experience, clients seeking to expand operations are typically focused on achieving one or more of the following objectives:
  • Strengthen position in existing markets
  • Establish positions in new markets
  • Capitalize on competitive strengths
  • Broaden core competencies and product lines
  • Diversify earnings base
ICG Capital Partners can ascertain both the size and scope of the proposed target market and assist management in making crucial growth decisions and strategic acquisitions.