Tailor-Made Advisory Services
Some ownership situations do not fit within a standard transaction process, and therefore, shareholders may be reviewing changes to ownership or considering a partnership with another business. These discussions often take place before a company decides whether to pursue a sale or introduce a new investor. In these situations, shareholders and boards often require independent advice before committing to a formal transaction process. Questions may involve the timing of a potential sale or the introduction of a minority investor.
CDI Global works with shareholders and management teams to analyse these situations and explain how different ownership structures could affect the business. This advisory work allows companies to approach future transactions from a more informed position. By reviewing the ownership structure before discussions begin, shareholders are better prepared to engage with investors or potential partners.
Strategic Ownership Review
Companies occasionally reach a point where shareholders need to reassess the business's ownership structure. This may arise when founders begin considering a future exit or when different shareholder groups want to review how the company should develop over time. A structured review allows shareholders to evaluate possible transaction routes before committing to a formal process.
CDI Global advises shareholders and boards during these reviews by assessing ownership structure and discussing possible transaction scenarios. This work may include considering the introduction of new investors or evaluating whether a future sale may be appropriate. By examining these options early, shareholders gain a clearer understanding of how different ownership arrangements could influence the company’s future development.
Partnership and Strategic Alliances
Companies sometimes pursue partnerships with other businesses when a full acquisition or merger is not the most suitable route. These arrangements can allow companies to combine capabilities or enter new markets while each business remains independently owned.
CDI Global advises companies during the evaluation and structuring of these partnerships. This may involve identifying potential partners and agreeing on how responsibilities will be shared between the parties. By addressing these questions early, companies can establish partnerships with clear commercial terms and a governance structure that supports the long-term relationship.
Minority Investments
In some situations, shareholders choose to introduce an external investor while retaining control of the business. A minority investment allows companies to access capital and external expertise without transferring full ownership.
These transactions require careful structuring so that the interests of existing shareholders and the incoming investor remain aligned. CDI Global advises shareholders during these discussions by helping evaluate investment terms and ownership structure. This work helps ensure the investment supports the company’s development while maintaining a stable relationship between shareholders and investors.
Carve-Out and Partial Divestment
Companies sometimes consider separating part of their business rather than selling the entire company. This may involve the sale of a division or the creation of a separate business that can be sold or developed independently.
These situations require careful preparation because business units are often integrated into the wider organisation. CDI Global advises shareholders during carve-out situations by helping define the scope of the business being separated and reviewing how the transaction could be structured. This work helps ensure the separated business can operate independently while allowing shareholders to realise value from that part of the company.
Independent Transaction Review
Boards and shareholders sometimes seek an independent assessment of a proposed transaction before making a final decision. This may occur when a company has received an offer or when management is evaluating a potential acquisition or investment.
CDI Global provides an independent review of the proposed transaction, helping shareholders understand the structure and the potential financial implications. This work may involve reviewing valuation assumptions and assessing how the proposed terms could affect the company and its owners. An independent review allows boards and shareholders to approach negotiations with a clearer understanding of the transaction.