Mergers and Acquisitions (Buying and Selling Businesses)

M&A advisory and support that maximizes value, ensures confidentiality, and facilitates the entire process of buying or selling businesses with global experience and a local focus.

Mergers and acquisitions advisory at Sunbelt Central America

M&A advisory is the professional support for planning, executing, and closing the sale or purchase of a company with methodology and confidentiality. The benefits of working with an experienced team like Sunbelt Central America:

  • Maximizes price and terms: with a justified value range and a clear reading of the business’s value levers, we activate a competitive process and professional negotiation that maximize the total value of the deal.
  • Access to qualified sellers/buyers/investors: regional and global network, confidential contact, and serious filtering of counterparts.
  • Operational continuity without distractions: the owner focuses on operations so the business continues running without distractions. While Sunbelt Central America coordinates schedules, interested parties, advisors, due diligence, negotiation, sale and purchase agreement, and transaction closing.
  • Confidentiality and control of information: NDAs, consistent messages, and traceability of what is shared.
  • Higher probability of closing: organized process, clear timeline, and early elimination of “deal killers.”

If you are about to sell or buy a company, having an M&A specialized firm like Sunbelt Central America turns a complex decision into a controlled and confidential process, with clear valuation criteria and expert negotiation that maximizes the result and reduces risk, without stopping the business’s operation.

How does this service work?

Phase
Step
1:
Business Valuation

Work is done to obtain the “Most Probable Selling Price” (MPSP) of the company.

Step
2:
Creation of documents to market the company
  • Creation of the Confidential Information Memorandum (CIM). This document provides all the information about the company for sale that a potential buyer needs in order to make an offer.
  • Creation of the Teaser – a one-page business introduction with information
Step
3:
Preparation of the company for sale
  • Development of the strategy for the sale of the company
  • Evaluation of the company from the perspective of a potential buyer
  • Identification of the business’s value drivers
Step
4:
Identification of potential buyers
  • Strategic
  • Financial
  • Competitors
  • MBO (Management Buy Out)
Step
5:
Promotion of the company for sale
  • Implementation of the strategy to market the business
  • Distribution of the teaser to confirm interest from potential buyers
Step
6:
Qualification and screening of buyers

Accreditation of potential buyers (confirming they meet the necessary requirements to carry out the transaction)

Step
7:
NDA signing

Signing of the Confidentiality and Non-Disclosure Agreement (NDA) with qualified buyers

Step
8:
Distribution of the CIM to qualified buyers
  • Explanation of the timeline and key process dates
  • Clarification of questions regarding the CIM
Step
9:
Indication of Interest (IOI)
  • Receipt of Indication of Interest
  • Selection of candidates for the next phase
  • Formal business presentations to selected potential buyers and coordination of site visits (if needed)
Step
10:
Letters of Intent (LOI)
  • Receipt of offers from the potential buyers moving forward in the process
  • Negotiation between the finalist bidder(s) and the seller
Step
11:
Final selection of the bidder

Acceptance and signing of the Letter of Intent with the selected buyer

Step
12:
Due Diligence

Coordination and facilitation of due diligence

Step
13:
Sales and Purchase Agreement (SPA)
  • Negotiation of the sales and purchase agreement
  • Drafting and signing of the sales and purchase agreement
Step
14:
Transition management

Facilitation of the critical activities required for a successful closing

Step
15:
Closing

Transfer of control from the owner to the buyer and payment of the agreed value to the seller

The previous process describes the sell-side. For the buy-side, the sequence is very similar; the starting point changes as described below:

  • Definition of Target Statement (Target Company)
  • Market research, evaluation, and selection of candidates for potential acquisition
  • Contacting potential sellers to confirm interest
  • Signing of NDA between potential seller and buyer
  • Value appreciation for potential candidates and Valuation of the selected company

From here, the process continues at Step 9 of the sales process (Indication of Interest – IOI) and follows the same stages: meetings, LOI, confirmatory due diligence, SPA negotiation, transition, and closing.