Our Process for
Merger & Acquisitions

Company Valuation

  • We work on obtaining an opinion regarding the Most Probable Selling Price (MPSP) range for the company

Creation of documents to market the company

  • Creation of the Confidential Business Review (CBR) or Confidential Information Memorandum (CIM)
  • Teaser Creation - An introductory one pager of the business with basic information about the company

Preparation of the company for sale

  • Development of the strategy for the sale and marketing of the company
  • Evaluation of the company from the perspective of a potential buyer
  • Identification of business value generators
  • Planning for a successful due diligence

Identification of potential buyers

  • Strategic
  • Financial
  • Competitors
  • MBO (Management Buy Out)

Promotion of the company for sale

  • Implementation of the strategy to market the business
  • Teaser distribution to confirm the interest of potential buyers

Buyers rating and filter

  • Accreditation of potential buyers (confirm that they meet the necessary requirements to carry out the transaction)

NDA signature

  • Signing of the Confidentiality and Non-Disclosure Agreement (NDA) with qualified buyers

CBR distribution to qualified buyers

  • Presentation of the calendar and critical dates of the process Clarification of doubts regarding the CBR

Indication of Interest (IOI)

  • Receipt of Indication of Interest
  • Selection of candidates for the next phase
  • Formal business presentations to selected potential buyers and coordination of field visits (if necessary)

Letters of Intent (LOI)

  • Receipt of offers to purchase from potential buyers who continue in the process
  • Negotiation between the final bidders and the seller

Final bidder selection

  • Acceptance and signing of Letter of Intent with selected buyer

Due Diligence

  • Coordination and facilitation of due diligence

Sales and Purchase Agreement (SPA)

  • Negotiation of the sales and purchase agreement
  • Preparation and signing of the SPA

Transition Management

  • Facilitation of critical activities necessary for a successful closure


  • Closing of the transaction

At Sunbelt Central America we are known for having a well-structured business buying and selling process, with the advice and personalized support of our Business Advisors (M&A Advisors) throughout the process.

Do you want a proposal of our M&A services for the Purchase or Sale of a company? Contact Us.