industry
Manufacturing

Transaction support helps aerospace and defense business take flight

Key results:
  • Successful transaction preparation
  • Secured favorable deal terms
Value levers pulled:
  • Corporate development support
  • Transaction due diligence
  • Sale preparation

Picture this...

You're an aerospace and defense business, with operations spanning the global supply chain, manufacturing, and services sectors. Faced with the need for mezzanine debt to fund two significant bolt-on acquisitions, your company anticipates doubling in size after the transaction. However, limited M&A expertise, bandwidth constraints, and a lack of in-house corporate development resources present challenges. Urgent transaction support is needed for both acquisitions and mezzanine financing.

You turn to Accordion.

We step in as your strategic partner to ensure seamless execution of both bolt-on acquisitions and mezzanine financing. We partner with your team to:

  • Collaborate closely with the management team to conduct detailed diligence on two bolt-on acquisition targets, reviewing financial and operational data, Quality of Earnings (QoE), and management financials.
  • Develop a driver-based merger model, incorporating pro-forma historical and projected financial statements, sources and uses tables, and debt schedules.
  • Perform synergy analysis, identify revenue and cost synergies, and outline a merger integration plan to realize synergies.
  • Assist in deal structuring and determining the appropriate capital structure.
  • Support mezzanine financing by preparing requisite transaction materials, including a comprehensive Confidential Information Memorandum (CIM) outlining strategy, financials, and investment highlights.
  • Develop a monthly transaction model for the combined company on a pro-forma basis to validate the transaction structure and debt tranches.
  • Prepare the Management Team for Lender presentations and diligence calls, addressing questions and ad-hoc requests to ensure a seamless investment committee process.

Your value is enhanced.

You successfully make strategic decisions within a tight timeline. Despite a challenging credit environment, you secure the requisite financing.

Enhanced value:

You reap multiple benefits, including:

  • Successful transaction preparation
  • Secured favorable deal terms​​​