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STEPHENS FIVE-STEP PROCESS |
Stephens &
Partners has
developed a
unique,
proactive and
disciplined
approach to
assist corporate
and private
equity clients
in generating
proprietary
non-auction
acquisition
opportunities. Through
the
Stephens
Five-Step
Process, we
help our clients
define/refine
their
acquisition
strategy,
thoroughly
research and
strategically
map all
potential
acquisition
targets,
proactively
approach the
most desirable
targets, and
assist with
valuation, due
diligence and
other client
needs.
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Step
One - Strategy
Formulate and/or
validate the growth strategy and acquisition
criteria. Our in-depth research and past experience
allow us to quickly and realistically evaluate our
client's growth objectives before entering into a
search for new acquisition opportunities. |
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Step
Two - Research
Identify and database
the universe of potential acquisition targets.
After performing an in-depth analysis of the target
business segment, Stephens & Partners develops a
comprehensive master database of the target
universe, capturing critical industry and company
specific data. Even within markets in which
our client currently competes, Stephens is typically
able to uncover previously unidentified and highly
attractive acquisition targets. |
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Step
Three - Target
Profile and
prioritize the list of most desirable targets.
We undertake a comprehensive and thorough research
and interview process to uncover information that is
not publicly available in order to provide strategic
insight on the target, its products, customers and
competitive position. The Stephens Process of
"target mapping" provides a unique visual aid that
assists the client in an evaluation of current
market position and often results in an expansion of
the universe of attractive acquisition targets.
(Sample Map) |
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Step
Four - Approach
Proactively approach
selected targets. Stephens & Partners works
with the client to develop a customized approach
letter that establishes the client as the principal
and speaks to the strategic industry issues that are
most relevant and important to company owners.
The reaction of most companies to an approach from
Stephens & Partners is dramatically different that
the typical response to an approach from other
intermediaries or directly from the client. |
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Step
Five - Execute
Assist in negotiating
and executing the transaction. The
non-threatening relationship that Stephens &
Partners develops with the seller through our search
process also provides tremendous benefits during
business negotiations.
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