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Growth.
Legacy.
Partnership.
Triumph.
Mergers & Acquisitions
The Triumph Process
In this opening phase, we discuss your business’s history, vision, and immediate goals. This conversation sets the stage for a mutual understanding of your objectives and Triumph Atlantic’s investment criteria. We’ll cover high-level topics such as financial performance, market position, and potential growth avenues.
Once we see a strong alignment between your business and our investment approach, we’ll issue a Letter of Interest (LOI) to formally express our intent. At this point, both parties sign a Confidentiality Agreement (NDA) ensuring sensitive information remains secure. The LOI outlines preliminary terms, proposed structure, and what to expect next.
Here, our team dives deeper into your company’s financials, operations, and market dynamics. We might review historical balance sheets, conduct leadership interviews, and examine day-to-day workflows. This due diligence period helps us confirm that the partnership has a sound strategic and financial rationale.
After a thorough evaluation, we present a Formal Offer or Term Sheet detailing the proposed investment structure, valuation, ownership percentages, and any performance milestones. This document serves as the foundation for negotiations, allowing both parties to align on key deal points.
Once both sides agree to the term sheet, our legal teams collaborate on definitive agreements, including purchase or investment agreements, shareholder structures, and any transition plans. We address finer details—such as board composition, voting rights, and timeline for funds disbursement—to ensure mutual clarity and trust.
With negotiations wrapped and legal documents finalized, we proceed to the signing and closing phase. Funds are transferred as per the agreed timeline, and ownership stakes are officially updated. You now have a committed partner in Triumph Atlantic, ready to help you grow and preserve your business legacy.
Post-closing, we shift focus to integration and alignment. This involves onboarding your leadership team into Triumph Atlantic’s network, setting performance goals, and establishing communication protocols. We work closely with you to streamline operations, implement best practices, and foster a collaborative culture—ensuring a smooth transition and setting the stage for long-term success.
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