CDI Global Services
CDI Global advises on the sale and acquisition of businesses and supports shareholders when capital or ownership questions need to be resolved before a formal transaction process begins. Much of this work takes place in the private market, where suitable counterparties are often hard to identify and where progress depends on approaching the right businesses in the right way. For that reason, targeted company search sits at the centre of many mandates, particularly when a client needs to identify an acquisition target or an investment source that is not visible in the open market. Engagements are led directly by senior partners, so discussions begin on a controlled basis and move forward with discretion as the transaction develops.
These activities are structured across four core service areas: Mergers and Acquisitions, Divestitures, Capital Raising and Tailor-Made Advisory.
Company Search, Mergers and Acquisitions
Acquisitions and mergers involve the transfer or combination of ownership between two parties, most often in situations involving privately held businesses where access to the right counterparty is a determining factor. In these circumstances, progress depends on establishing direct dialogue with shareholders and developing discussions that allow both sides to assess value and control before moving into a formal process.
Where a target has not been identified in advance, a structured company search is undertaken to identify and approach businesses that meet the client’s requirements, allowing discussions to begin before a sale or acquisition process is in place. From that point, dialogue is carefully developed to establish interest and test positions during negotiation, with senior partners remaining directly involved to ensure terms are agreed, and the transaction progresses in a controlled and orderly manner.
Learn about Mergers and AcquisitionsDivestitures
The sale of a business or a business unit presents a different set of considerations, as attention shifts from identifying an opportunity to presenting the company in a way that supports valuation and attracts credible buyers. The structure of the process becomes central at this stage, since the way information is prepared and released will influence how potential acquirers assess both risk and future performance.
Preparation, therefore, focuses on ensuring that the business can be clearly understood by the market, while the buyer group is developed around parties with the capacity and intent to complete a transaction. Discussions are then managed through a structured process that allows interest to develop and positions to be tested during negotiation, with terms agreed on the basis of value and conditions before the transaction moves forward.
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Capital Raising
In situations where a company is seeking investment, the focus moves from transferring ownership to structuring a transaction that aligns the interests of existing shareholders and incoming investors. Decisions at this stage are shaped by how the business is presented and how the proposed investment is structured, as investors will assess financial performance and expected returns before committing capital.
Preparation involves presenting the investment case in a way that allows investors to understand both the current position of the business and its future potential, while the process itself centres on identifying suitable investors and developing discussions that can lead to agreed terms. As interest develops, positions are tested through negotiation so that valuation and investment structure can be agreed in a way that supports the company’s next stage of development.
Learn about Capital RaisingPrivate Equity Advisory
Private equity transactions often depend on access to businesses that are not formally on the market. In these situations, progress relies on identifying suitable acquisition opportunities early and approaching shareholders directly before a competitive process begins. This is particularly important for investors building platforms, expanding through acquisitions or bringing together businesses within fragmented sectors.
Work focuses on company search and direct engagement with shareholders before a formal transaction is underway. On the sell side, portfolio company exits are managed through international sale processes designed to identify suitable buyers and support valuation. Senior partners are directly involved throughout the process, helping investors navigate discussions and move transactions forward across multiple jurisdictions.
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Tailor-Made Advisory Services
Some situations arise before any of these processes are formally underway, when shareholders are considering how ownership may change or whether a transaction should be pursued at all. At this stage, the key question is not execution but understanding how different approaches may affect value, control and the future direction of the business.
Advisory work in these cases focuses on reviewing the ownership structure and assessing how a transaction could be approached, allowing decisions to be made with a clearer view of the available options before engaging external parties. This provides a more defined starting point for any future process, ensuring that when discussions begin, they are grounded in a considered position rather than uncertainty.
Learn about Tailor-Made Advisory Services