1.

Valbridge Trust aligns itself 100% with management; You are our client and so we put all our effort into getting you the best deal:

with the seller, and
with the funders.
2.
Valbridge Trust will guide you through the whole process from initial assessment through to the setting up of the new entity:
  • Preliminary assessment of the feasibility of the deal and broad strategy formulation;
  • Negotiations with the vendor either as ‘front men’ or as behind the scenes advisors;
  • Selection of ‘short list’ equity and /or debt providers, crafting of the proposal documents, negotiations with the funders and assisting the management team in choosing their final equity and /or debt structure and partners;
  • Oversight of contracts;
  • Advice on management & shareholder structure and agreements;
  • Assistance with negotiation and drafting of the shareholders’ agreement;
  • Assessment of the proposed team and advice on the final composition of the team;
  • Oversight of the selection of employee benefit providers, if required;
  • Identification and introduction of credible, value adding black shareholders and non-executive directors;
  • Provision of an experienced ,non-executive director; and
  • Assistance and advice with the equity funder’s exit strategy, if required and setting the strategic direction for the new entity.
 

Valbridge Trust has the expertise and the experience built up over many deals.
3.
Valbridge Trust provides all these services entirely at risk. Therefore if, for some reason, the deal does not materialise, you owe us nothing.