On M&A, Refinance & Recapitalization Deals at my Source. See Particulars below.
1)Strong buyers and sellers last 3 yrs. audited financials, YTD P & L, Forecast
2) Any DD packages on the buy or sell side.
3)Need to know who is selling the business, i.e., Investment banker, FSBO, commercial realtor, business broker, etc.
4)We must see a strong takeover plan. strong forecast, and strong operations plan.
5)They should be doing a 100% takeover.
6)You can bundle acquisitions, get working capital, pay off liens, etc.
7)You must be shovel ready on any renovations or new construction with a highly detailed set of documents. (See above)
8)Retainers and fees still apply as described in project funding guidelines.
9)Contract should be in place to acquire, merge, buyout in full of seller/target company merging into.
10)Company refinance & recapitalization many of the above apply.