Investment Banking Consulting Group

Ozg is a investment banking consulting group with particular focused on the initiation, facilitation and completion of transactions.

We along with associate/partner companies work on making and actively managing direct investments in best performing companies on behalf of selected co-investors. And seek to  acquire equity stakes in companies with growth prospects, usually in the form of pre-IPO funding, with a view to assisting them with their continued development managerially and strategically and ultimately securing a realization of our investment through floatation or sale.

Ozg creates profitable investments by adding value through financial engineering. This may be providing capital for a timely acquisition or a refinancing, but also includes planning where and when is the best place to raise finance and from whom; when and how to exit; and how to package a company and its operations so that it is ready for market, whether an IPO or a trade sale.

Whilst we will look at transactions in most sectors, we are particularly interested in businesses which are involved in power generation and infrastructure, together with consumer-facing businesses.

Ideally a target company will be currently profitable and cash-generative, but consistent with the above we also look at companies which are not, either because they need reorganizing or because they are at an early stage of their development. We recognize that each situation is different, and we look at each case on its merits.

Our investment strategy always requires provisions for the protection of investors’ interests, including board representation and appropriate financial controls.

The main focus of Ozg is to: ’make the deal work’.

For either the buy or sell side, we have a proven seven step process as follows:

  1. Engage the management team and set goals

  2. Scan the market sector and identify suitable targets

  3. Approach the targets

  4. Carry out assessment and due diligence

  5. Prepare decision documents and agreements

  6. Identify and introduce the appropriate financial partners

  7. Close the deal

Generally, we work with experienced CEO’s and Managing Directors with sector specific knowledge on different deals.

Ozg Services

Mergers & Acquisitions

A Merger or Acquisition (M&A) can add considerable value to a business, but making sure that each stage of the transaction process—from valuation to negotiation and completion—is successful demands considerable experience and knowledge.

Ozg Banking Consultants can assist you by assessing the strategic fit of a business by analyzing all aspects of a transaction, assessing the projected synergies, project managing the process, assisting in negotiations, financial modelling and assisting in assessing transaction implications.

Ozg Banking Consultants work with you throughout the transaction lifecycle, helping you to achieve your strategic objectives across acquisitions, Divestitures, spin-offs, slump sale, management buy-outs, buy-ins, fundraisings, Initial Public Offerings, takeovers, and mergers.

The key steps involved in our M&A advisory role are:

  1. Identification of the business to be acquired

  2. Strategic planning of acquisition

  3. Identifying key targets locally and internationally

  4. Valuation

  5. Transaction structuring, and negotiation

  6. Advice on financing, be it debt, equity or other more complex instruments

  7. Supervising due diligence, legal and other issues to work towards a successful completion

Transaction Support

Ozg Banking Experts provides support throughout the transaction life cycle on both the ‘buy side’ and ‘sell side’ including pre-bid assessments; financial, commercial and operational due diligence and advice on deal structuring.

Financial Due Diligence

All businesses involved in an acquisition, as buyers or sellers, need to ensure that the financial information they hold is as accurate as possible, not only to prevent paying too much (or in a seller’s case receiving too little) but also to ensure that their governance and risk management objectives are met.

Ozg Banking Experts can help you in

  1. Establishing the understanding of the target business and therefore increasing the likelihood of the deal achieving its objectives.
  2. Providing purchaser with greater certainty over the nature of the business and the characteristics of its cash flow. This helps pricing decisions and the level of gearing the structure will support.
  3. By helping you to reduce disruption to the business as the sale process is more controlled.
  4. By providing rapid execution of the divestment from the point of announcement for vendors. This reduces the business disruption and accelerates transfer to new owners

Commercial Due Diligence

Commercial Due Diligence is the process of appraising a target by reference to its market. Ozg Business Economists tackle the issues at the heart of the business such as market conditions and outlook, macroeconomic and regulatory influences, industry structure, competitive position, and relationships with key customers and suppliers.

Ozg Business Economists can help you in providing a comprehensive understanding of the technologies, customers, trends, legislation and powerful buyers in the market to decide the best approach when you are looking at emerging market, to take full advantage of these opportunities.

Business Valuation Opinions

Ozg Business Economists can support your senior management in making decisions by our advice on valuations for mergers and acquisitions (M&As), divestitures, restructuring, strategy design and implementation, litigation and risk management. Ozg team assesses critical value drivers of the business and advise clients on the fair value of their businesses.

M & A Valuations 

Ozg Business Economists advise our clients in analyzing targets for acquisitions and evaluate divestment opportunities and provide pre and post transactional support in transaction process.

Ozg Business Economists help you in making strategic decisions by determining swap ratios during mergers.

Internal Evaluations 

Ozg Business Economists offer independent advice to boards of directors to help them determine the right price to pay or accept for a business and to evaluate shareholder value for stakeholders.

Fairness Opinions

Ozg Economic & Regulatory experts provide independent advice to shareholders, promoters and boards of directors to assess reasonableness and fairness of the price and terms of a transaction, as required by regulatory authorities, for transaction negotiations and in related party transactions.

Joint Venture (JV) Valuations 

Ozg Consultants evaluate JV relationships and advise clients on their JV entry and exit assessments as well as in determining contributions of the JV partners, whether in the form of cash or intangibles.

Restructuring / Re-organization

Ozg Experts assist in the re-organization of group structure by evaluating and analyzing core and non-core assets. Ozg team performs the valuation analysis and assists boards of directors, shareholders and promoters in determining the arms-length price for the related party transactions.

The detailed analysis reports prepared by Ozg Economic & Regulatory experts are self explanatory and defend-able with tax and regulatory authorities.

Email: banking@0zg.co.uk

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