Situation
The owner of a successful family company was negotiating the sale of shares to an industry investor, but the company had never previously undergone due diligence and was not formally prepared for the process.
Action
I reviewed the company from the seller's perspective, organised its corporate documentation and key contracts before making them available to the buyer, and then led negotiations on the transaction terms and the provisions of the investment agreement.
Outcome
The transaction closed on terms that protected the seller's interests, and organising the company in advance helped avoid a price reduction during negotiations.