Deal sourcing & execution
Bernard’s facilitate international investment funds and other investors that seek to identify businesses with opportunities in the Greek market and assist their deal sourcing needs and execution. Our rich experience in end-to-end deal sourcing & execution services, acquired expertise in large-scale deals and best in-class processes can help you quickly formulate an investment strategy and execute your acquisition.
We can provide to global M&A advisors and private equity funds the flexibility they need to focus on negotiation, legal and deal execution. Our network with key people and institutions provides Bernard’s with access to unique with high value off the market opportunities catering all levels of risk appetite to our clients/investors.
Investors trust Bernard’s to provide quality investment opportunities with unique characteristics in target industries accessing business owners only after having received a detailed mandate from an investor. This buy-side model provides the best value in the shortest time, for investors.
Once there is an opportunity identified we work closely for the execution with the in-house deal team and we assess, evaluate, and develop the case for our clients so there is a clear view of the investment information to discuss. In this phase we support our clients up to the point signing the term sheet.
We assist you at every step of the process, including:
- Identifying appropriate targets through our network based on the investment strategy of the client.
- Developing a case for effective communication with the target’s decision-makers.
- Assisting with evaluating potential targets based on your objectives and risk profile.
- Conducting a preliminary evaluation of management and their capabilities.
- Handling pre-due diligence.
- Providing IM so you are well-equipped to make a decision with confidence.
Deal Structuring & Negotiations
We assist you in reaching agreements and closing complex transactions by developing and evaluating multiple deal options, drafting and negotiating term sheets, and overseeing the entire deal process from start to finish. We advise you on appropriate positions to take to increase negotiating leverage and ensure deal success. Throughout the process, we help you run an efficient deal process that accelerates time to close and minimizes post-close issues by setting clear timelines, schedules, and goals, identifying pre-closing hurdles, and focusing on practical and common solutions.
Our negotiation services include:
- Development and prioritization of deal options
- Development and review of term sheets
- Management of the deal process
- Strategy, planning, and facilitation of negotiations
Transaction Support
After signing the term sheet, we can support you throughout the transaction process. Our transaction advisory team can provide integrated services or assistance with specific parts of the deal process, including M&A, acquisitions, carve-outs, and divestitures. With specialized expertise in due diligence and M&A optimization, we help you maximize the value of your transaction. We cover domestic and cross-border transactions and advise you through all stages of the transaction life cycle, from strategy and assessment to due diligence, transaction documents, and closing the deal. We work with you to ensure a smooth and successful transaction, maintain and develop relationships with key individuals, and facilitate effective communication while maximizing the benefits of the negotiation.
Post-Closing Services
Board Services
At post-closing stage, engaging Bernard’s offers the fund access to additional competencies. Bernard’s has the experience to provide Exec and Non – Exec services at the BoD of the acquired companies. Our services are often engaged when a company is undergoing restructuring or requires independent third-party professionals to provide guidance and monitoring at a board level.
We can provide this representation for our clients and participate in management to solve, reform, and expand ongoing business and strategic plans where existing management will continue to be part of the long-term solution for the company, according to the new ownership plans.
Having a local partner is also a real asset for maintaining contact with the authorities and providing knowledge of specific local regulations that can benefit your portfolio companies.
Our representation includes:
- Monitoring and working closely with the management board
- Providing strategic planning to execute initiatives of the new ownership
- Maintaining and developing further the relationship with the management board
- Acting as a risk mitigant
- Utilizing our strong relationships with banks and other important local stakeholders to assist the company in achieving its goals
- Building senior support and oversight
- Establishing clear approval processes
- Assisting internal monitoring teams in tracking the progress of portfolio companies.