Finance Monthly M&A Awards Winners Edition

FINANCE MONTHLY M&A AWARDS 2020 83 Financial: Revenues greater than $5 million. EBITDA between $1 million and $10 million. Industry: Most industries except natural resources and real estate development. Geography: Coast to Coast in Canada. Sale of a Business In a sale engagement, AIM Group provides the following services: The sale of a business generally takes anywhere from 6 to 12 months from the date we are hired to the closing of a transaction. Reasons for selling may include retirement, taking some chips off the table, pursuing other interests or divesting non-core divisions of a larger organization. 1.Valuation Estimation Conduct management interviews and review historical financial statements in order to estimate a valuation range for the company. 2.Pre-Transaction Due Diligence Coordinate with management the collection of key information and documentation that will be required throughout the engagement. 3.Preparation of a Confidential Information Memorandum (CIM) The CIM is a 20-30 page report prepared by AIM which describes the company for sale in detail. It is only distributed to interested parties who have signed a Confidentiality Agreement in advance. 4.Preparation of a Prospective Buyers List AIM prepares a Prospective Buyers List which will include companies in the same or related industries, private equity firms, and private buyers who may be interested in acquiring the company. 5.Preparation of a Virtual Data Room (VDR) The VDR is a password protected, online database that contains extensive documentation related to the company which will be required for due diligence after a deal in principle has been agreed with a counterparty. ABOUT ANDREA POPTSIS Andrea is an accomplished executive with extensive corporate finance experience. She has worked with numerous businesses for over 20 years both within the organizations as a senior finance and operations leader as well as a third party transaction Advisor. She has worked on several M&A transactions with AIM Group where she has served as an advisor for over 15 years. Andrea has worked on numerous mergers & acquisition, restructuring and strategy projects both as an advisor and in-house. Formerly, Andrea has held a number of senior positions with leading corporations in Canada and the UK including Pink Tartan/Tevrow+Chase, Virgin, Bell Canada, Pink Tartan and the Ontario Public Service. Andrea holds an HBA from Ivey Business School and an MBA from INSEAD in Fontainebleau, France. FIRM PROFILE Founded in 1990, AIM Group Canada Ltd. is one of Canada’s leading mergers and acquisitions advisory firms. We specialize in the sale or acquisition of privately owned businesses from coast to coast. AIM is a founding member of Pandea Global M&A, an international network of M&A firms. Through this network, we have direct access to overseas buyers and local partner knowledge. AIM provides advisory services to business owners looking to sell or acquire privately owned companies. Our typical client profile is as follows: