Buy-Side
M&A Advisory
Dulve Business Acquisition Advisory
Dulve Finance Advisory provides EU-focused Buy-Side M&A and Transaction Advisory, applying disciplined deal governance from target screening through signing and closing. Our mandate is execution-led: we convert opportunities into decision-ready, closeable transactions. We anchor pricing with valuation and financial modelling, run diligence workstreams (FDD/QoE, legal, tax, GDPR) through structured issue tracking and risk closure, and translate findings into negotiation-ready positions across pricing mechanics, conditions precedent, and protective provisions. Engagements are managed on a milestone basis with clear deliverables—models, valuation ranges, issue trackers, term red-lines, and closing checklists—helping buyers improve decision quality, reduce execution risk, and increase deal certainty.
Dulve Buy-Side Process & Deliverables
0) Kick-off & Acquisition Criteria
(Week 0–1)
Objective: Define the investment thesis, scope, and decision gates.
Key actions:
Set target profile (sector, geography, size, EBITDA, risk appetite)
Confirm funding path and timeline (equity vs. acquisition finance, approvals)
Establish initial valuation range and bid principles
Deliverables: Acquisition criteria & screening framework, project plan (milestones + owners), initial risk log.
1) Target Sourcing & Screening
(Week 1–3)
Objective: Narrow the opportunity set to a shortlist worth diligencing.
Key actions:
Build and qualify longlist/shortlist (fit, access, basic validation)
Rapid commercial/financial assessment (KPIs, margin quality, key risks)
Stage information exchange (NDA where required)
Deliverables: Longlist/shortlist, one-page investment summary (per target), initial valuation range and risk flags.
2) Valuation & Bid Preparation
(Week 2–4)
Objective: Build a defensible pricing logic and offer strategy.
Key actions:
Valuation and modelling (triangulated across methods)
Scenarios and sensitivities (growth, margins, WC, capex, rates)
Offer structure and core terms strategy (pricing mechanics, WC/Net Debt, CPs)
Deliverables: Valuation model and range, bid recommendation (incl. key terms), assumptions & sensitivity conclusions.
3) LOI / Term Sheet & Negotiation
(Week 4–6)
Objective: Move to an executable framework for diligence and documentation.
Key actions:
Draft/review commercial terms of LOI/Term Sheet
Negotiate pricing mechanics and protections (exclusivity, information rights, break conditions)
Confirm diligence scope, cadence, and data room requirements
Deliverables: LOI/Term Sheet (commercial version), terms red-line list, diligence plan & request list.
4) Diligence Workstream Leadership
(Week 6–10)
Objective: Keep diligence controlled and translate findings into price/terms/closing conditions.
Key actions:
Data room structure + Q&A governance (issue tracker, cadence control, prevent scope creep)
Coordinate FDD/QoE with legal, tax, and GDPR workstreams
Map findings into: price adjustments, protections, CPs, closing mechanics
Deliverables: Issue tracker + weekly status, decision-ready QoE/FDD findings summary, risk register & mitigations, proposed term adjustments.
5) Documentation, Signing & Closing
(Week 10–14)
Objective: Align documents, conditions, financing path, and closing steps to completion.
Key actions:
Coordinate commercial positions across SPA/APA drafts (with legal counsel)
Manage CPs (consents, regulatory items, financing/bank conditions)
Confirm closing checklist and funds flow
Deliverables: Signing/closing action plan, CP list with owners, closing checklist, final key-term confirmation points.
Buyer Qualification
To protect execution quality and deal certainty, we onboard buyers with clear decision authority and funding pathways.
Typical onboarding inputs include:
Defined acquisition criteria (sector, geography, size, deal structure)
Decision chain and governance (IC/board process, timeline, key stakeholders)
Funding readiness (equity availability and/or acquisition finance feasibility)
NDA readiness and information boundaries (as required)
This ensures a disciplined process and avoids stalled mandates driven by unclear authority or financing.
Mandate Types
We support a range of EU buy-side mandates, including:
SME Acquisitions (platform or standalone transactions)
Add-on Acquisitions (bolt-ons to existing operations)
Carve-outs (acquisition of business units or asset packages)
Share Deals and Asset Deals (equity and asset transactions)
Special Situations (time-sensitive or structurally complex acquisitions)
