Before the ownership decision
Corporate finance & transaction advisory
The purpose
Prepare the business behind the transaction.
A capital raise, acquisition or ownership change starts with a decision about the business itself. SM Globals helps owners articulate the transaction rationale, organise the supporting information and manage the questions that emerge during review. The focus is a consistent case that management can explain and counterparties can assess.
Who this is for
For owners and management teams preparing an investment discussion, a strategic partnership, an acquisition or a business sale.
What we offer
Work shaped around
your requirement.
The following areas can form part of an engagement. The exact deliverables and responsibilities are agreed before work begins.
01Transaction objectives and shareholder priorities
Clarify what the proposed transaction should achieve, how proceeds would be used and which ownership or control questions matter. Identify the decisions that require shareholder agreement before approaching a counterparty.
02Business case and due-diligence preparation
Connect the business narrative to financial performance, forecasts and supporting records. Structure the data room and request list so that gaps, assumptions and sensitive disclosures are identified early.
03Management, adviser and counterparty coordination
Keep management responses, valuation questions and adviser work aligned with the agreed timetable. Specialist legal, tax and independent valuation opinions remain with the appointed professionals.
How it works
A clear path through the work.
- 01
Agree what the transaction must achieve
Identify the commercial goal, shareholder preferences, timing constraints and decisions that cannot be delegated.
- 02
Prepare the evidence
Organise the business profile, financial record and forecast assumptions. Prioritise the issues a potential investor, partner or buyer is likely to examine.
- 03
Keep the review moving
Assign each request and track the response, outstanding issue and next decision. A completed review does not itself constitute an offer or a transaction commitment.
Your starting point
Prepare for a more
useful first discussion.
Helpful information to have ready
Begin with the ownership structure, transaction objective, recent financial information, management forecasts and any existing investor or buyer material.
Begin with a high-level overview. Confidential documents should only be shared through a separately agreed, appropriate channel.
A clear understanding of our role. Advisory and coordination support does not constitute a commitment to provide capital, issue an instrument or secure an approval. Any financing, transaction or third-party service is subject to its own review, due diligence, terms and applicable requirements. Legal, tax and regulated specialist advice must be provided by the appropriate professionals.