Company Name
Private Investor (Confidential)
Industries
Medical Care, Medical Imaging
Country
Canada (Toronto)
Project Objectives
To acquire a medical imaging clinic in Toronto valued below 10,000,000 CAD, with a targeted internal rate of return (IRR) of at least 12%.
Challenges Faced
The client had specific requirements, including a capped acquisition value and minimum IRR, making it challenging to identify suitable non-listed investment opportunities. Additionally, navigating the complexities of valuation, negotiation, and closing posed further challenges in achieving the client’s goals.
Solutions Implemented
- Identification of Investment Opportunities: Leveraged industry connections and market research to locate potential clinics that met the client’s financial and strategic criteria.
- Business Valuation: Conducted a comprehensive financial and growth assessment to ensure alignment with the client’s requirements.
- Preparation of LOI and Engagement Agreement: Drafted and negotiated Letters of Intent (LOI) and engagement agreements to establish favorable terms for the acquisition.
- Asset Valuation: Performed an in-depth valuation of both tangible and intangible assets to confirm a fair and accurate price.
- Sales Negotiation: Managed negotiations to balance the client’s goals with seller expectations, reaching a mutually beneficial agreement.
- Closing the Transaction: Oversaw all legal and administrative procedures, ensuring a smooth and efficient closing.
Results/Outcomes
- Successful Acquisition: The client successfully acquired the clinic, meeting all specified criteria, including investment value and IRR target.
- Accurate Valuation Assurance: Through rigorous valuation methods, the client was confident in the fair pricing of the acquisition.
- Efficient Negotiation and Closing: Expert negotiation and administrative handling allowed for a smooth transaction, free of unforeseen complications.
- Strategic Goal Alignment: The acquisition aligned perfectly with the client’s strategic growth objectives in the medical care sector.
- Long-term Investment Strategy: The acquisition provided a foundation for meeting long-term financial and growth goals, supporting the client’s investment strategy in the medical field.
