Roles of Advisors in the Investment Process PPT

This PPT slide, part of the 63-slide Commercial Due Diligence (CDD) PowerPoint presentation, outlines the various roles of advisors in the investment process, emphasizing that their involvement varies based on the specific transaction and the internal resources of the investor. It categorizes advisors into distinct groups, each with defined responsibilities.

Investors, whether private equity or corporate, are primarily responsible for building the investment case and managing the transaction. They lead negotiations and integrate support from various professionals, including consultants and banks. This highlights the investor's central role in orchestrating the deal and ensuring all parties are aligned.

Investment banks play a crucial role in managing the overall process. They coordinate timelines, oversee the valuation, and facilitate negotiations. Their function as a project management office (PMO) is vital for maintaining order and ensuring that all advisors work cohesively.

Accounting firms are tasked with leading financial due diligence, validating assumptions, and providing tax support. Their expertise is critical for ensuring the financial integrity of the transaction.

Strategy consultants or advisors lead commercial due diligence, supporting the development of the investment case and coordinating technical advisors. Their involvement is essential for planning the initial phases post-acquisition, aiming to maximize value capture.

Financing banks are responsible for structuring debt and high-yield financing. They engage at different stages, which can influence the timing and nature of their involvement.

Lawyers handle legal due diligence and contract negotiations, ensuring compliance and protecting the investor's interests. Other advisors, including those focused on human resources and regulatory matters, provide additional support.

The slide concludes by noting that advisory team conference calls can involve up to 40 participants, underscoring the complexity and collaborative nature of these transactions.

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Due Diligence Project Management Private Equity Human Resources PMO Compliance