G2
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G2
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Practices

Mergers and acquisitions

Selling a company is a process, not a conversation. We prepare the materials, build the universe of strategic and financial buyers in and beyond Mexico, run a competitive and discreet process, and negotiate price, structure and certainty of close through signing. On the buy side, we identify targets and execute acquisitions, including regulated entities. We advised the sale of Cacao to Dock, Zenda.la to Intelexion and Gestionix to Konfio, and Belo’s acquisition of an IFPE-licensed entity.

When to call G2

  • You have received an unsolicited offer and need to know whether it is good and how to create alternatives.
  • Shareholders want to explore a full or partial sale discreetly with respect to customers, team and competitors.
  • You want to acquire a company, an asset or a regulated entity to accelerate your strategy.
  • You need an independent valuation and an orderly process for a merger between peers.

Instruments

  • Full or majority sale (sell-side)
  • Minority sales and secondaries
  • Acquisitions (buy-side), including regulated entities
  • Mergers between peers
  • Independent valuations and fairness opinions

Deliverables

  • Valuation using trading comparables, precedent transactions and discounted cash flows
  • Process materials anonymous teaser, confidential information memorandum and data room
  • Universe of strategic and financial buyers in Mexico, Latin America, the United States and Europe
  • Staged competitive process with process letters, indicative and binding offers
  • Negotiation of price, structure, adjustments, warranties and certainty of close
  • Coordination of confirmatory due diligence with counsel, auditors and tax advisers

Process

  1. Preparation and valuation

    Weeks 1–4

    We define shareholder objectives, value the company and design the process strategy.

  2. Materials and data room

    Weeks 3–7

    We prepare the teaser, information memorandum and data room with the information a buyer will audit.

  3. Buyer universe and outreach

    Weeks 6–10

    We build and approve the buyer list with shareholders, sign confidentiality agreements and distribute the memorandum.

  4. Indicative offers and management meetings

    Weeks 10–14

    We receive and compare indicative offers, coordinate management meetings and select finalists.

  5. Confirmatory due diligence and negotiation

    Weeks 14–22

    We coordinate due diligence, negotiate binding offers and the terms of the purchase agreement.

  6. Signing and closing

    Weeks 22–26

    We support signing, conditions precedent including regulatory approvals, and closing.

Practice transactions

View all transactions

Frequently asked questions

How are your fees structured?

A monthly retainer during preparation and the process, plus a success fee on transaction value. In buy-side mandates the success fee is calculated on the value of the acquisition closed.

Do you require exclusivity?

Yes. A sale process demands a single channel of communication with buyers and a single owner of the information; without exclusivity, confidentiality and competition among buyers are lost.

What documentation do you need?

Audited or reviewed financial statements for the last three years, monthly management information, material customer and supplier contracts, corporate documents and the cap table.

How long does a sale take?

Between sixteen and twenty-six weeks from signing the mandate to closing. Transactions involving regulated entities or antitrust approvals add the regulator’s timeline.

Do you work with international buyers?

Yes. The buyer universe includes strategics and financial sponsors in Mexico, Latin America, the United States and Europe, and materials are prepared in Spanish and English.

Let’s talk about your transaction.

Every initial conversation is confidential and handled directly by a partner. We reply within two business days.

Talk to a partner