STAGE 1: Due Diligence, Strategy & Information Memorandum Preparation
Stage 1 is critical to ensuring the proper preparation, due diligence and strategy development for positioning the Company correctly for the Transaction.
During Stage 1, we will assist the Company to clarify the type of potential purchasers or investors (as applicable) (together “Potential Purchasers”) who will find the Transaction most valuable and the type of Potential Purchasers with whom we reasonably consider the Company are most likely to enter the Transaction.
We will also prepare an Information Memorandum that will be sent to targeted Potential Purchasers, to confidentially inform them about the Company and to offer them the opportunity to participate in the Transaction.
The deliverables of Stage 1 of our engagement
- A short investment ‘flyer’ that can be provided to Potential Purchasers, prior to its execution of confidentiality arrangements; and
- A detailed Information Memorandum prepared by Shape Capital based on inputs provided by and workshopped with the Company’s board.