Goldman Sachs Investment Banking Pitch Book slide image

Goldman Sachs Investment Banking Pitch Book

Goldman Sachs Description Pros Cons Sale Process Alternatives Full Auction Process Contact broad list of credible potential buyers prior to signing of transaction * Increases probability of maximizing valuation / terms Provides greatest protection to Board Buyers more likely to engage in full auction process relative to post-announcement alternatives *Limited number of motivated, credible buyers at high premium levels; large equity check * * Higher degree of leak risk; difficult for a public company to manage Requires longer time period to execute Some bidders may not participate in broad auction process ■ ■ "Market Check" Pre-Signing Contact a focused number of potential buyers prior to signing of a definitive agreement Contact typically made in the 2-4 week period prior to targeted signing Process may be extended if any buyers express legitimate interest Provides opportunity for Board to check other buyers' potential interest prior to signing Potential buyers may be more willing to engage pre-signing vs. post-announcement No break fee, private vs. public forum, not "breaking-up" signed deal, etc. As a public company, Focus is well known to most potential buyers, allowing them to move quickly if interested May be undertaken as long as not limited by an exclusivity agreement with the bidder * Depending on timing, may have shorter period for parties to complete due diligence, which may modestly discourage some potential buyers from participation Significant leak risk * * Typically contact "focused" list of potential buyers rather than exhaustive list * Reaction from the initial bidder? Potential to lose interest ■ ■ "Go-Shop" Provision Will allow active solicitation of other buyers for a period of time after signing definitive merger agreement During the go-shop period, the level of deal protection may be reduced Typically includes a reduced termination fee during the go-shop period ✓ Provides structured opportunity to proactively / openly pursue other potential buyers Easier for buyer to engage under "go-shop" provision relative to only including fiduciary out provision More common in PE-led take private * Some potential buyers may still be reluctant to engage / "break-up" public deal * Other buyers may be reluctant to pay break-up fee, even if at a lower level I ✓ * INVESTMENT BANKING DIVISION CONFIDENTIAL Fiduciary Out Standard in M&A purchase agreements for public company targets Allows Board to terminate the deal to accept a superior offer from another company - typically subject to termination fee Common / routine provision Likely no objection from the bidder Some buyers may be reluctant to "break-up" a publicly announced deal * Requires payment of termination / break-up fee 45
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