Transactional Advisory Services
Buy / Sell a Business
Mergers & Acquisitions
Transaction Financing
Our Deal Sheet
MULTIDISCIPLINARY EXPERIENCE
Maybery Inc. heads up BASTION A.L.R, a multidisciplinary team combining our experience in corporate law with that of tax experts, financial advisory, risk management and transactional financing. BASTION guides clients through both buyer-side and seller-side due diligence, business preparation, mergers and acquisitions and transactional financing.
TAX ADVISORY
LEGAL DUE DILIGENCE
FINANCIAL
RISK MANAGEMENT
FINANCING
INSURANCE
BASTION
ADVISORY • LEGAL • RISK
OUR TEAM
Warwick Maybery | BSc. Hons LLB
Maybery Attorneys Inc. | Commercial Law
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Founder of Maybery Inc, Warwick advises clients on the full range of commercial matters including litigation, contracts and transactional due diligence.
Darius Wyngaardt | B.Admin Int.l Relations
Wyngaardt Brokers | Risk Management
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Director of Wyngaardt Brokers, Darius specialises in insurance and risk management to large logistics fleets and other commercial clients.
Shantha Chirkoot | B.Comm Accounts | SAIBA
Acctrix | Accounting
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Director of Acctrix Accounting, Shantha has assisted commercial clients with all aspects of financial management, internal controls and audit preparations.
Ivan Breytenbach | B.Com Law | GTP-SAIT
Tax Law
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Tax Manager at Marais Mutasa Advisory, Ivan specialises in complex tax disputes, and has saved his commercial clients over R400m in tax disputes.
OUR TRANSACTIONAL EXPERIENCE
Seller-side Advisory
Seller-side Advisory is the service provided to the owner who is selling a business - to prepare its financials, get its legal compliance and documentation in order, market the business and get the deal closed on the best possible terms.
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The seller-side process includes:
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Financial Assessment - review the business financials, structure, operations, revenue streams, value drivers and risk areas, and prepare the business for sale from a financial compliance perspective.
Legal Due Diligence - review the company's structure, contracts, governance, liabilities and risks. Prepare a Data Room for secure and confidential information transfer to potential buyers.
Tax Advisory and Assurance - On the seller side, tax isn’t a side issue. It directly affects the seller's net profit. Includes compliance assessment, regularisation, and advisory on the deal structure most suitable to the seller.
Buyer-side Advisory
Guidance in buying a business (acquisition) or planning on absorbing a competitor into your existing business (merger or acquisition). Identify, evaluate, negotiate, and successfully acquire a business. Special attention is required in the due diligence into, and assessment of, the target business to be bought.
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The buyer-side process includes:
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Deal Sourcing and Strategy - identify appropriate industry and coherent strategy, define acquisition criteria and identify target businesses.
Valuation and Financial Analysis - financial assessment of the target business, including assessment of its structure and profitability.
Legal Due Diligence - the largest due diligence component in buyer-side. Analyse contracts, regulatory compliance and litigation to determine risks and liabilities.
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Tax Due Diligence - essential tax-specific due diligence to determine historic tax compliance, tax structuring risks and hidden liabilities.
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Deal Structuring - should the target business appear to be a suitable prospect, the deal is structured to manage risks and negotiated to secure best possible terms for the buyer. Ongoing negotiation support is provided throughout the process until conclusion of the acquisition.
Deal Financing
Bastion arranges deal financing for qualifying transactions through our network of partners. Financing options are available as appropriate.
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Debt structuring (bank loans, mezzanine)
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Equity raising (partners, investors)
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Leveraged buyout structuring (LBO)
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Contact us to discuss options in financing your seller-side transaction (financing upfront preparation costs) or buyer-side (due diligence costs and funding of purchase price through debt, equity or other instrument).
Transactions We've Concluded
