Clients
Business owners considering a sale of their business, private equity firms considering the sale of one of their portfolio companies or large corporations considering divesting a subsidiary.
What we do
After a strategic review of the business, we will identify potential buyers for the business and recommend an optimal process structure, such as negotiating with a single party only (a “negotiated” or “off the market” process), a limited auction (a process in which only a carefully selected group of potential bidders is invited to participate), or a broad auction. We will then conduct the process and lead or assist in the negotiations to close the transaction.
Why Ohana & Co
Our focused industry knowledge and ability to bring potential corporate and financial buyers from many countries to the negotiating table enables us to orchestrate highly competitive processes for our clients, with potential buyers from different parts of the world. As a result more than 50% of our sell-side assignments are closed with a foreign buyer.
Clients
Successful medium size companies (with revenues typically ranging from $25 to $150 million) in the consumer (apparel, beauty, food beverage, etc.) or technology (internet, medical, energy…) sectors looking to raise capital to fuel their growth.
What we do
After a review of the business, we assist management in the preparation of the process materials (business plan, information memorandum…), identify the most relevant potential investors (including investment firms, strategic investors and high net worth individuals), conduct the roadshow and assist in negotiating the terms of the transaction
Why Ohana & Co
We have accumulated a large base of investors across the globe, and our industry expertise allows us to select the most relevant investor for any given client.
Clients
Private equity firms and corporations interested in a specific acquisition opportunity.
What we do
We typically identify the opportunity and present it to our client or are contacted by a client or prospective client who has already identified a target and engages us “to get the deal done”.
Why Ohana & Co
Approximately 40 percent of our engagements are buy-side assignments. We have successfully completed buy-side assignments for clients based in Europe, Asia, the Middle East and the US. We have closed transactions in the most diverse situations in terms of geography (US, Europe, Asia) and transaction type (strategic sale or acquisition, LBO, turnaround, bankruptcy, growth capital injection), developing a reputation for technical expertise and deal savviness that we bring to each new engagement.
Clients
Large corporations (typically over $1 billion in sales) looking to make acquisitions in a specific industry or country.
What we do
Review our client’s objectives and identify potential acquisition targets, approach the targets on behalf of our client, and structure and negotiate the acquisition terms on behalf of our client.
Why Ohana & Co
Our industry expertise, particularly in luxury & consumer goods, internet & media, and healthcare, and our strong relationships with company owners and CEO’s around the world enable us to identify opportunities for our clients to which many of our competitors do not have access.
Clients
CEOs and management teams of companies being sold by their majority owner (corporations divesting a subsidiary or private equity firms selling a portfolio company) who are interested in taking an active role in the sale process and possibly (re)investing, alongside the buyer, in the company they run. The typical deal size in terms of valuation for this type of advisory assignment is over $250 million
What we do
We coach management throughout the sale process set up by the owner then assist in structuring and negotiating a management equity package and governance rules.
Why Ohana & Co
We have structured management packages for management teams as the financial advisor on separate occasions to all three sides of a sale process: management, buyer and selling shareholder(s) of a company, and are experienced in negotiating in competitive processes with buyers of many nationalities.