How we work
Everything that happensbetween the first calland the signature.
A company sale often takes most of a year. This is how a typical process unfolds, what is prepared before buyers enter and where your decisions matter most.
The process
Six stages, in the order they happen.
Timings vary with the company and the market. This is the shape of a normal process, and we tell you at the start where yours is likely to differ.
Understanding the company
We learn how the business earns, what makes it valuable, where the risks sit and what a buyer is likely to question. The financial picture and its sources are organised. Your advisor develops the valuation and explains the reasoning.
YouOpen conversations and access to the relevant figures.
Project Ahorn
Precision components · 140 people · Baden Württemberg
- Approach
Valuation
Concluded range
Trading comparables
Precedent transactions
Discounted cash flow
Preparation
The figures are prepared to withstand scrutiny. The case for the company is written clearly and supported by evidence. The data room and likely diligence questions are addressed before outreach begins.
YouReview and approve the materials that represent your company.
Project Ahorn
Precision components · 140 people · Baden Württemberg
- Approach
Valuation
Concluded range
Trading comparables
Precedent transactions
Discounted cash flow
The buyer search
We map strategic buyers and investors across the relevant market, including candidates beyond the usual network. Each is assessed for fit, financial capacity and potential conflicts before your advisor recommends a list.
YouDecide who may be approached and who must not be.
Project Ahorn
Precision components · 140 people · Baden Württemberg
- Approach
Buyers who fit
214 reviewed · 18 in play
- 01Strategic, industrial automationNordicsAdjacent product line, stated EU expansion mandate94
- 02Strategic, adjacent componentsGermany and AustriaShared customers, capacity constrained91
- 03Private equity, platform buildBeneluxActive buy and build in the sector86
- 04Family holding, long term ownerSwitzerlandHolds industrial firms for decades81
- 05Strategic, entering EuropeNorth AmericaNeeds a European production base77
- 06Private equity, buy and buildUnited KingdomSecond platform in the space72
Approach and first offers
Buyers are approached in a controlled sequence and under confidentiality. The identity of your company is disclosed only when you agree. Interest is turned into written offers that can be compared side by side.
YouMeet the buyers who reach the shortlist.
Project Ahorn
Precision components · 140 people · Baden Württemberg
- Approach
Buyers who fit
214 reviewed · 18 in play
- 01Strategic, industrial automationNordicsAdjacent product line, stated EU expansion mandate94
- 02Strategic, adjacent componentsGermany and AustriaShared customers, capacity constrained91
- 03Private equity, platform buildBeneluxActive buy and build in the sector86
- 04Family holding, long term ownerSwitzerlandHolds industrial firms for decades81
- 05Strategic, entering EuropeNorth AmericaNeeds a European production base77
- 06Private equity, buy and buildUnited KingdomSecond platform in the space72
Due diligence
The selected buyer tests the business in detail. Questions are tracked, assigned and answered against the source material. Good preparation reduces surprises and protects management time when pressure is highest.
YouDecisions and context where only you can provide them.
Project Ahorn
Precision components · 140 people · Baden Württemberg
- Approach
Released to buyers
- Information memorandumv4 · 48 pagesReleased
- Financial modelv7 · 5 year bridgeReleased
- Buyer list18 names · conflict checkedReleased
- Data room index156 itemsLive
Due diligence
142 of 156 answered
Activity
- Buyer list releasedR. Aildasani · 09:14
- 08:52Diligence batch 7 answered · 12 items, each traced to source
- Yest.Valuation memo v3 reviewed and approved
Negotiation and closing
Price, structure, warranties, and what happens to you and your people afterwards. Your advisor negotiates alongside your lawyer and tax advisor through to signing.
YouThe decisions only you can make.
Project Ahorn
Precision components · 140 people · Baden Württemberg
- Approach
Understanding · Preparation · Buyers · Approach · Diligence · Signing
- Understanding
- Preparation
- Buyers
- Approach
- Diligence
- Signing
The work behind it
How the work stays connected.
A sale creates a large body of connected work. A number in the model affects the valuation. A meeting changes the buyer case. A diligence answer must agree with the information memorandum and the source beneath both. When those threads are separated, mistakes and delays follow.
Jordan is our internal AI deal manager. It keeps that working context together and coordinates specialised agents across research, analysis, drafting and diligence. The purpose is not to replace the advisor. It is to give the advisor a more complete and current basis for each decision.
Jordan does not advise you and does not contact buyers. Your senior advisor reviews what matters, decides what should happen next and approves every external release. The system provides continuity and depth. The advisor provides judgement and accountability.
In confidence
The clearest way to understand this is against your own company.
Tell us roughly what you have and what you are considering, and we will walk you through what the process would look like in your case.