M&A & fundraising

Working with selected M&A boutiques & law firms of the field

UpSkeals is not an investment banking but works with selected M&A boutiques & M&A Law firms having vast experience in this specific field of Natural Ingredients, Actives, Flavors and Compounds relating to Taste, Nutrition, Nutraceuticals and Texture. At Upskeals, we will help you preparing either a Sell or a Buy process while assisting you from A to Z, including for the carve-out and integration process.


Upskeals management team possesses extensive experience in operating M&A movements both on the sell and buy side.

More than 14 M&A movements have been executed by Upskeals managing directors over the last 20 years, from the LOI to successful integration or carve-out stages.

On the Sales, Mergers or
Fundraising side

Upskeals team will work with you to obtain best possible valorization

Collect market data (internal & external) & analyze

Position the company or activity in this context
Formalize SWOT, KSF, SCA & Opportunity spaces

Develop Business Plan based on all above and Company /activity’s historical performance

Prepare Teaser

Info Memo

Support formalization of Process Letters, NDA & Data room

Prepare Management  Presentation & perform dry runs with the team

Coordinate Due Diligence activity (VDR, Site visits & experts meetings)

Interface with M&A Boutique if relevant
 
Interact with potential buyers

Obtain binding offers 

Interface with Lawyers & stakeholders to prepare all relevant documents  

Signing & Closing

Coordinate potential carve-out process

Bring IT and Data Science experts to facilitate smooth transition

Buy side

On the Buy side, Upskeals team will work with you to perform the best possible deal, delivering as planned

Collect market data (internal & external) & analyze
 
Position the acquisition target within the company overall strategy  

Develop credible Business Plan

Formalize synergies 

Support LOI & NDA with Lawyers

Prepare short company presentation to seduce seller & future integration team

Prepare an integration plan

Coordinate Due Diligence activity

Prepare questions via VDR or for Expert Meetings

Coordinate DD reports

Interface with Lawyers & stakeholders to prepare all relevant documents including Transition Service Agreements

Finalize integration roadmap 

Signing & Closing

Support integration process

Propose IT and Data Science experts to facilitate smooth integration, especially for ERP’s