Methodology

Arete Corporate Advisory will work with your executives, board and staff at various stages of your company's growth cycle.  We are not just advisors or consultants; we work side by side with you to position your company for the next stage of growth.

Are you looking to take that next step, be it an acquisition, a sale, an IPO, but not sure your finance or legal infrastructure is in place or up to speed?  Do you have finance policies and internal controls in place?  Do you have appropriate legal structures available to mitigate against the normal risks of your business?  We can help you develop the appropriate infrastructure, by reviewing what you have currently in place, recommending policies, forms, structures and even insurance products that will provide the solid foundation for the next step

Then, when you are ready for an acquisition, merger or disposition, we can support your company throughout all phases of the project, although best results are typically achieved by engaging us early in the process. We can provide:

  • Support in strategic planning
  • Identification of target companies and opportunities
  • Use of Arete Corporate Advisory as an initial contact with third parties to provide competitive anonymity
  • Support, coordination, lead in due diligence
  • Support in preparation of letter of intent
  • Support or lead negotiations
  • Supervision of deal documentation and oversight of legal counsel to ensure service efficiency
  • Report and presentation to board of directors/managers
  • Operational transition support in domestic and international settings

We can assist you through each phase of a corporate transaction from initial or strategic planning through to closing of the transaction. Arete Corporate Advisory has the experience to oversee due diligence efforts of external or internal accounting and legal resources. We have close associations with top legal and accounting firms when needed to complete the transaction. The team brings strong relationships with leading law firms and accounting firms in the United States and Europe. Our team brings their in-depth experience in closing over 50 corporate transactions over the past 8 years.

When finances are tight and creditors are circling, our team can provide turn-around and restructuring analysis and debtor-creditor negotiation support to put the enterprise back on the right track. We also provide investor and public relations support for crisis management situations.

 

  Focus
  Methodology