Acquisition

In order to find interesting acquisitions, the market has to be screened for suitable objects. If the buyer is demand driven, objects can be found by looking for companies within a certain industry or size. In the case where the buyer is supply driven an inventory check can be made at financial institutions, major owners and private equity firms.

The financial advisor supports the investor with different acquisition strategies depending on both the orientation of the acquisition and the investor. It is vital that an open dialogue is held with the parties and contracting a third party to take the first contact and initiate the negotiation can bridge for a successful transfer for both parties. Involving a financial advisor in the screening process can ease the start of the due diligence process since the advisor is already involved in the investment and have knowledge of both parties.

Montell & Partners has conducted both demand and supply driven screenings. Several of Montell & Partners' employees have been working actively with a number of Sweden's leading private equity firms.