Introduction
  Demands
  Good Management
  Focus

  The Problem
  The Solution
  Our Role
  The Benefits
  Which Transactions?
  Timing
  Not Just Transactions!
  Resources
  IT tools
  Referees

  Initial Review
  Preparation of Detailed Project Plan
  Ongoing Project Management
  Ongoing Support
  Time Based Fees

 

 

Services

Corporate Transaction Management & Support: Services and Fees

Initial review

Inputs: Scoping discussions with Management and primary advisers: Merchant Bank / Sponsor, Lawyers, Reporting Accountants / Auditors, Financial PR etc

Outputs: Summary of major tasks and outline project plan

Elapsed time required: ~2 weeks

Fee: Fixed and agreed in advance

 

Preparation of detailed Project Plan

Inputs: in-depth discussions with management and advisers

Outputs: detailed Project Plan in MS Project showing:

  • Breakdown of major tasks
  • Time line
  • Critical Path

Elapsed time required: ~2 weeks

Fee: Fixed and agreed in advance

 

Ongoing Project Management

Inputs: regular (at least weekly) all party meetings, ad hoc meetings with individual advisers to resolve particular technical issues

Outputs: updated project plan, minutes showing action points arising

   
Time required: Transaction Manager 1-2 days / week
   
  Transaction Analyst ~2days / week
   

Fee: Time based

 

Ongoing support

Outputs: Document preparation, Facilities negotiation, Accounts preparation, Financial modelling, due diligence co-ordination, verification, logistic and administrative support, post-transaction support, etc. etc..

Fee: Time based

 

Time based fees

All staff are interims and are supplied complete with laptop and mobile phone. Costs vary according to the level of skill and experience of the individual.