Our Thinking.

Our Insight

You must anticipate what lies ahead and adapt to change. 

A company’s success is often based on the ability to anticipate what lies ahead and, in turn, adapt to a changing capital allocation model, new approaches to customer engagement, increased reliance on technology, and globalization. Invictus offers its clients the most astute knowledge of these industry changes which impact a company’s value. We help guide and educate our customers through this valuation process and recognize the team mentality required for our clients to share their most confidential information. We take our work and clients seriously, offer integrity, sophistication, and we have fun along the way. The outcome of this process allows our clients to see the best roadmap to a merger, purchase, or sale.

 

Our Approach

Finding the right fit for the right companies.

We know how the right people, organization, and opportunities can transform your assets. We identify and take advantage of new growth opportunities for companies and discover how to create and capture more value from existing businesses. We guide our clients through the challenges of growth and seek to maximize ROI.

 

Our Process

Our process begins and ends with integrity and confidentiality.

One of the greatest asset we offer our clients is to identify if it is the right time to take a business to market. If the time is right, Invictus offers its clients the integrity and confidentiality that our clients deserve. The following outlines the process we follow:

 

Engagement

When Invictus and a client decide to engage in the merger or acquisition process, it is critical for Invictus to identity the true value of the company. This value includes the analysis of business interest, assets, intellectual property, real estate, and current and trending economic changes in the market place. The outcome of this process allows us and our clients to make educated and strategic business decisions with confidence. Using this roadmap that includes valuation modeling and reporting, we advise our clients on the best approach for a merger or acquisition.

 

Mergers

Invictus specializes in the stages of the merger process. This process includes: strategy, execution, and integration. This process begins with helping clients create the right growth strategies based on objectives so a company can be ready to capitalize on opportunities as they arise throughout the merger process. Clients count on Invictus to create a good growth strategy through the creation of strategic modeling, portfolio readiness review and deal structuring.

The execution of the strategy requires a great deal of due diligence that includes transaction structuring, financing options, and the experienced perspective of our team to offer our clients the right way to navigate the complexity of merger negotiations and transaction process. Whether the right deal for the client is an asset sale or a stock sale, Invictus consults its clients and legal and tax advisors on the consequences of each approach and then helps to determine the best deal. This simply can not be done with a high degree of skill if an advisor has not taken the time to understand the client. Invictus spends time getting to know a client to a degree which structuring the deal can be done with astute knowledge of the client.

Once the negotiation is complete, Invictus provides its clients the experience to help with the integration challenges that include cost, timelines, and business disruptions.

 

Buy-Side Acquisitions

Invictus provides buy-side acquisition services to its clients. This process begins with a review of the overall company growth strategy and acquisition criteria. This is then followed by identifying potential targets, cultivating relationships with each company of interest, and the support of each company worth making an offer. Through the process, Invictus provides valuation range and pricing strategy, deal structuring and terms, letter of intent, and lead negotiation.

The Invictus team offers a highly skilled resource for the acquisition due diligence necessary to make the buy-side as advantageous as possible. This includes asset quality, EBITDA adjustments, financial projections, working capital requirements, and risk assessment. This pre-acquisition time allows Invictus to evaluate contracts, pipeline, projections and risk. Moreover, we help identify key personnel that require retention to help drive the company to future success.

 

Sell-Side Acquisitions

Invictus provides sell-side acquisition services to its clients. This process begins with our team understanding the clients needs, goals, and value. In turn, Invictus supports the preparation of a confidential memorandum with will be presented to potential acquirers. We then assist in identifying potential strategic and financial buyers, cultivating relationships with each company of interest, and the support of each company worth pursuing.

Invictus offers a highly skilled team to assist our clients with the acquisition due diligence necessary to make the sell-side as advantageous as possible. This includes management presentations, asset quality, EBITDA adjustments, financial projections, working capital requirements, and risk assessment. With Invictus’ experience, we work with the client’s attorneys and accountants to manage potential issues that may arise during the transaction process.

With the experience of Invictus, we help negotiation and structure the transaction with the clients exit strategy and objectives in mind. Our goal is to create the greatest outcome for our client.