APAC Sell Side Advisory for Global Private Bank
A Global Private Bank wanted to realize best value of its APAC Private bank by either exploring inorganic growth opportunities or sell out at premium.
Arete worked with the client to develop a Regional Five-Year Strategy which entailed cost reduction initiatives and inorganic growth options.
Transaction Strategy & Pre Planning
◦ Strategy- preserve value
◦ Identify Value drivers
◦ IM story line & positioning
◦ Project Plan
◦ Governance set- up
◦ Teaser evaluation
◦ Data Harvesting & compilation
Sell Side Due Diligence & Financials Carve-Out
◦ Sell-Side DD
◦ Quantify impact of divestment
◦ VCO identification
◦ Support financials carve out
◦ Structure financial projections
◦ Review IM
◦ Preparation & Setup
→ VDR, PDR
→ Q&A
◦ Review non- binding bids
Sale Process Execution
◦ Information, Data, Document management
◦ VDR management
◦ Q&A tracking & resolution
◦ Support Management presentations
◦ VDR/PDR issues & resolution
◦ Stakeholder Management
Negotiations & Signing (Deal Signed)
◦ Support CDD
◦ Separation plan/strategy
◦ Management plan for TSAs
◦ Support design of
→ Severance plan
→ Transaction structure
◦ Review draft agreements
◦ Mitigation strategies
Spin-Off & Closing (Legal Day 1)
◦ Separation Management & PMO
◦ Integration requirement of Buyer
◦ Augment internal resources
Key Challenges
Challenges
- Prioritizing Initiatives during BAU operations
- Cost Control and Reduction
- Value Realization
- Sale of APAC Business