1 – Perform the Client Company/Project and industry due diligence

2 – Prepare Project document to “go to market”
-“no-name” project/company summary
-Confidentiality/ agreement
-Memorandum

3 – Research and identify potential partners / investors

4 – Determine potential partners / investors to contact

5 – Prepare partner / investor data room files.

1 – Contact potential partners / Investors on a “no-name” basis

2 – Sign sonfidentiality agreements with potential partners / investors

3 – Distribute memorandum to potential partners

4 – Solicit/visit and negotialte 1st round

5 – Select potential partners / investors to meet with management and participate in facility tours

6 – Hold Management presentation / tours

7 – Solicit negotiate 2nd round proposals

1 – Provide data room files to remaining potential partners / investors

2 – Distribute draft project partnership agreement to remaining potential partners

3 – Address due deligence questions and requests

4 – Solicit and negotiate 3rd* round bids / letters of intent and, in some cases, “mark-up” to the collaboration agreement

5- Choose a potential buyer / investor to move to the final phase

* additional bid rounds may be required or desired depending on the process

1 – Lead negotiation of the “business” and “economic” issues in the collaboration documents
-Maximize of after tax net proceeds
-Minimize excrows and indemnity exposure

2 – Interface with the client advisors
-Legal
-Accounting / Tax

3 – Coordinate and manage final partner / Investor due deligence

4 – Maintain collaboration momentum and sense of urgency until close