Agile Equity: Services
Agile Equity advises companies across a broad spectrum of sectors including technology, business services, media, multi-channel distribution and healthcare. We offer a full suite of corporate finance advisory services built on a solid foundation of mergers and acquisitions experience, encompassing fairness opinions, restructuring, and divestitures.
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Sell-side
Our sell-side M&A engagements typically involve:
- Advising and assisting our clients in analyzing and evaluating their business, operations, and financial position;
- Defining M&A objectives, performing a valuation analysis, and structuring the transaction;
- Assisting in the preparation of an offering memorandum to be utilized in discussions with prospective
participants in the transaction;
- Identifying a comprehensive list of potential strategic and financial buyers;
- Overseeing management presentations and the due diligence process;
- Working with the clien's attorneys to review all requisite documents,
- Negotiating the terms and conditions of the transaction; and
- Providing any other assistance necessary to achieve a completed transaction satisfactory to the client.
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Buy-side
Our buy-side M&A engagements typically include:
- Working with the client to devise an M&A strategy that takes into account current market conditions and
competitive factors;
- Identifying a comprehensive list of prospective targets for the client;
- Contacting prospective targets to gain specific insight into their businesses;
- Managing the due diligence process;
- Working with the clien's attorneys to review all requisite documents;
- Negotiating the terms and conditions of the transaction; and
- Providing any other assistance necessary to achieve a completed transaction satisfactory to the client.
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Fairness Opinions/Valuation Services
Our fairness opinion practice typically encompasses:
- Analyzing and evaluating the business, operations, and financial position of the client;
- Advising the client in analyzing and evaluating the sale or merger offer made by the prospective buyer if applicable;
- Delivering the opinion on the financial fairness of the per share cash consideration to be received by the
client's stockholders; and
- Presenting our analysis and opinion to the client's board of directors.
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Restructuring
Agile Equity completes complex financial restructurings for clients, including restructuring and refinancing senior
and subordinated debt through negotiated transactions, bankruptcy reorganizations and asset sales. These
restructurings enable client companies to reduce leverage and financing costs, extend maturities, improve
liquidity and maximize asset values for all stakeholders. Agile Equity's restructuring capabilities include:
- Conducting due diligence reviews which realistically assess operating issues and opportunities;
- Analyzing refinancing, restructuring and sale alternatives based upon Agile Equty's knowledge of debt and
equity market conditions and the merger and acquisition marketplace; and
- Structuring and negotiating the restructuring, refinancing, recapitalization or asset sale of our client through bankruptcy
reorganization or on a negotiated basis.
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Divestitures
Agile Equity negotiates exclusive sales of public and private companies and divestitures of subsidiaries and divisions.
Agile Equity's key services in completing exclusive sales include:
- Conducting a thorough due diligence review of the business, its products, markets, and growth opportunities;
- Preparing a selling memorandum of superior quality which highlights the strategic opportunities the candidate
presents;
- Identifying and contacting a targeted group of industry and financial buyers with the strategic motivation and
resources to promptly complete the transaction; and
- Negotiating, documenting and closing a sale structured to achieve the client's objectives.
We founded our firm in 1996 to provide
indepndent professional corporate
finance advisory services on transactions
that are typically below the size required
to sustain large investment banks on Wall
Street. Our unique combination of
resources, experience, and expertise
allow us to provide our clients with a
comprehensive array of strategic advisory
and execution capabilities. We tailor these
capabilities to the particular needs of each
client to ensure that their needs are
met and their expectations exceeded.
