MERGERS &
ACQUISITIONS (M&A)
M&A, or ''Mergers and Acquisitions'', refers to a set of financial transactions in which the ownership of companies, other business organizations or their operating units are transferred or consolidated with other entities. This process may include the purchase, sale, spin-off and combination of different companies, allowing an entity to grow quickly in its sector or location of origin, or increase its portfolio of products and/or services.
It is a strategic project that involves two or more companies in a process that covers several phases, from initial assessment, market analysis, planning to negotiation and closing of contracts, with the objective of creating synergies, increasing operational efficiency and expanding presence in a market or products and services.
M&A projects are traditionally applicable to companies in a more mature stage of operation, while for startups the main demand is for support in investment capture activities in their various stages of evolution, from the initial phases of ideation (“pre- seed”) and validation (“seed”), including operations (“early stage”), traction (“grow stage”), and “scale-up” (“expansion stage”).
Who is the
DMS Partners?
DMS Partners is an advisory company specializing in mergers and acquisitions, people management and executive placement. Led by a group of professionals with extensive executive experience in national and global companies.
DMS Partners stands out for its practical and transformative approach, offering tailored solutions to meet the specific demands of
management of your customers. In our Manifesto, we highlight that we are a company that does not just draw or design maps, but lives in the territory of its customers.
DMS Partners positions itself as an explorer and creator of safe spaces for experimentation, with an approach that combines practical experience and contextual analysis to anticipate market threats and opportunities.
How we operate
with our customers?
DMS Partners' operations follow a structured, simple and efficient process that is characterized by 04 steps:
Prospection
DMS identifies potential customers and market opportunities through a detailed analysis of the sector and the specific needs of companies.
Uses a proactive approach to connect with companies that could benefit from its services.
Customer Contact
After identification, DMS establishes contact with potential customers to understand their needs and challenges. This initial contact is essential to build a trusting relationship and align expectations.
Understanding the Scope
In collaboration with the client, DMS carries out an in-depth analysis of the company's current situation, its future objectives and the challenges to be faced. This detailed understanding allows the elaboration of a clear and objective value proposition.
Contract Closing
With the scope well defined, DMS presents a detailed commercial proposal, including the services to be provided, schedule, specialists allocated to the project, price and payment conditions. After the client's approval , the contract is formalized and the project begins.
What is the model of
execution applied in
our M&A projects?
DMS Partners' execution model for M&A operations is divided into three main phases: Valuation, Market and Negotiation.
Phase 1: Assessment
The 4 main activities summarized are:
1. Complete analysis: Financial, administrative, commercial, operational and corporate.
2. Pre Due Diligence: When necessary.
3. Assessment and Strategy: Company value (Valuation) and definition of the strategy for the M&A project.
4. Decision of ''GO'' or ''No GO'' by the Client and DMS, considering the value and effective viability of the operation.
The main deliverables during this Assessment phase are:
Economic value assessment report (Valuation), with economic-financial modeling, assumptions for projection and results.
Communication material (Teaser and Infomemo).
Phase 2: Market
The 4 main activities summarized are:
1. Strategic Definition: Approach to the market and the communication system.
2. Identification of potential Investors with guaranteed confidentiality (NDAs).
3. Presentation and alignment meetings for potential investors, collecting and analyzing data from interested parties.
4. Selection: Analyze, recommend and define the best partner/investor, to ensure the continuity of the process.
The main deliverables during this Market phase are:
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List of investors to be prospected.
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Roadshow or ''One to One'' meetings.
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Presentations to potential interested parties.
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Analysis of candidate data.
Phase 3: Negotiation
The 4 main activities summarized are:
1. Negotiation and Initial Agreement: Conduct negotiation with the selected investor and sign a Memorandum of Understanding (MOU) (formalizes the intentions and key points of the transaction).
2. Due Diligence and Preparation: Make the company's information available for Due Diligence, guarantee the confidentiality of the data and advise the company during the analysis, conducted by independent auditors hired by the investor.
3. Detailed Negotiation: Conduct the final negotiation of the terms of the purchase or sale contract, including the discussion of values, deadlines,
responsibilities, guarantees and adjustment clauses and with the support of specialized lawyers.
4. Closing the Transaction: Ensure that all precedent conditions are met, as well as the signing of definitive contracts (prepared by a law firm hired directly by the client), formalizing the Merger and Acquisition (M&A) transaction.
The main deliverables of the Negotiation phase are:
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Memorandum of Understanding signed with the investor.
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Due diligence.
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Data Room and support for the law firm.
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Signed contracts.
Call to Action
Transform your business with DMS Partners!
If you want to take your company to new heights, taking advantage of strategic mergers and acquisitions opportunities, DMS Partners is the
ideal partner to guide this journey. Our M&A expertise not only drives growth and operational efficiency, but also opens doors to untapped markets and valuable synergies.
If your organization is a startup in the fundraising phase, count on us in the process of preparing/revising your business plan, preparing/revising your pitch/infodeck and in the process of identifying and attracting investors.
At DMS Partners, we offer specialized support at all stages of the process, from initial assessment to closing of the transaction, ensuring that each step is aligned with your business objectives. Our personalized and strategic approach ensures you get maximum value and take advantage of every market opportunity.
Don't miss the chance to transform your business and expand your borders. Contact us today to schedule a consultation. Discover how DMS Partners can be the catalyst for realizing your business vision, bringing innovation, growth and sustainable success. Let's build a promising future for your company together!
Live our experience
At DMS Partners, we believe that excellence lies in the details and personalization of each service. Our integrated and complete approach is designed to meet the specific needs of each client, ensuring solutions that really make a difference. We combine in-depth knowledge of the market with a rich and diversified experience, offering everything from Valuation, market consultancy and partnerships with auditing and consultancy companies, tax services and law firms.
Our commitment is to provide a transformative experience, where each interaction reflects our dedication to understanding and exceeding expectations. Come and experience our experience and discover how we can drive your business towards success, with solutions that are as unique as your needs.
