Advising on Mergers and Acquisitions
CDI Global advises shareholders and corporate groups on mergers and acquisitions across a wide range of industries. Engagements include mergers, acquisitions, joint ventures and other transactions involving ownership changes. Most involve a structured company search process, where we work with clients to define the target profile and identify companies that meet those parameters.
A distinctive feature of CDI Global's advisory model is the deployment of dedicated Industry Groups bringing together partners with C-level executive backgrounds from the relevant industry, coming from our offices worldwide. This ensures that every assignment benefits from direct operational insight, sector-specific transaction experience, and credible relationships within the target landscape throughout the process, from early preparation through negotiation to completion.
Company Search
Many attractive acquisition or merger targets are privately owned and not openly available for a transaction, so identifying these businesses requires a structured search process based on clear criteria.
Our unique ability to leverage Industry Groups provides operational depth which distinguishes CDI Global from purely financial advisors and enables us to evaluate targets not only on financial metrics, but also on the strategic, cultural, and operational dimensions that ultimately determine whether a transaction creates lasting value.
Mergers
Mergers bring two businesses under shared ownership, often through a share exchange where both shareholder groups remain in the combined company. Negotiations focus on the relative value of each business, since the agreed ownership will determine control and how the combined company will be governed.
These transactions often arise where companies combine complementary capabilities or market access. CDI Global advises shareholders during the structuring and negotiation of merger terms, helping establish fair valuation and ownership structure before the combined business moves forward as a single company.
Acquisitions
Acquisitions allow companies to expand by purchasing another business. Buyers may already have a target in mind, or they may ask CDI Global to identify suitable companies that meet defined strategic and financial criteria.
Many attractive businesses are privately owned and not openly available for sale. CDI Global conducts targeted company searches to identify potential acquisition targets and approaches them discreetly, advising clients through valuation discussions, negotiations and the steps required to complete the transaction.
Cross-Border Transactions
Cross-border transactions involve buyers and sellers based in different jurisdictions, which introduces additional legal and tax considerations. Ownership transfer, financing structure and the steps required to complete the transaction must often be coordinated across more than one legal system.
CDI Global advises clients on these transactions through its international partner network, allowing buyers, sellers and advisers in different countries to work within a single coordinated process. This approach helps manage differences between legal systems while keeping the transaction moving toward completion.
Joint Ventures
Joint ventures allow companies to collaborate through shared ownership while remaining independent businesses. These arrangements require clear agreement on ownership and decision-making once the venture begins operating.
CDI Global advises shareholders during the structuring and negotiation of joint venture agreements, helping ensure both parties have a clear understanding of ownership and responsibilities before the venture is established. Where partners are located in different markets, CDI Global’s international network helps coordinate discussions and manage the transaction process.
Preparation Advisory Service
Some shareholders decide to pursue a sale before the business is fully prepared for the transaction process. Preparation advisory focuses on positioning the company for market so that potential buyers can assess the business clearly and understand how the company generates value.
CDI Global works with shareholders and management to review financial information and identify factors that may affect valuation before discussions with buyers begin. This preparation helps ensure the company enters the market in a structured position and reduces the risk of valuation pressure during the transaction process.
Transaction Support
As negotiations progress, buyers and sellers often require independent analysis and financial review to support negotiations. This work may include valuation analysis and examination of financial information during due diligence.
CDI Global provides this support alongside the lead advisers in the transaction, helping shareholders and management assess financial information and address issues raised during the review process. This work supports informed negotiations and helps maintain progress toward completion.