Our six-step process to business acquisition is driven by strategic analysis, data informed insights and collaboration
OUR APPROACH
Strategic, data-driven and partnership focused
At Fusion Private Capital, we focus on the key areas that drive meaningful outcomes for all stakeholders. Our strategic, data-driven and partnership focused approach to business acquisition ensures we are not only targeting the right businesses in attractive industries, but that we are advancing our interests with parties who value the importance of a partnership led approach to achieving a successful ownership transition.
Unlike other strategic acquirers, we don’t seek to immediately replace leadership or remove owners from their roles. Instead, we recognise the value of their knowledge, skills, and expertise - the foundation of the business’s critical intellectual capital. By retaining and leveraging this expertise, we drive accelerated strategic growth and business improvement.
We collaborate closely with leadership to define new roles and establish a well-structured succession plan that aligns with the needs of all stakeholders, including staff, owners, financiers, and customers.
Our primary objective is value creation, which starts with building a high-performance culture focused on outcomes. Equally important is the development of clear, aligned business plans with well-defined KPIs and financial targets, ensuring buy-in and commitment from all stakeholders to achieve sustained success.
01
Engage
We initiate discussions with business owners to understand their goals, motivations, and long-term vision.
This stage covers the following activities;
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Initiate confidential discussions with the business owner
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Understand their motivations, objectives, and long-term vision
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Establish trust and rapport to facilitate open dialogue
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Communicate initial interest and investment approach
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Outline the acquisition process and next steps
02
Explore
High-level discussions help us assess the business’s operations, market position, and potential opportunities. We will also look to understand emerging issues and risks that will guide as to how we can respond appropriately to implementing a strategy for success.
This stage covers the following activities;
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Conduct high-level discussions on business operations and market position
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Gather preliminary financial and performance insights
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Identify key opportunities and potential synergies
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Assess cultural and strategic alignment
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Determine feasibility for further evaluation
03
Assess
A thorough evaluation, including financial analysis and risk assessment, determines the viability of the acquisition.
This stage covers the following activities;
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Perform financial due diligence, including revenue, profitability, and liabilities
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Evaluate risks, legal considerations, and operational efficiencies.
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Assess market dynamics, competition, and growth potential
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Engage experts (legal, financial, operational) for deeper analysis
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Decide whether to proceed with structuring an offer
04
Structure
We design a tailored acquisition framework, defining key terms, valuation, and deal structure.
This stage covers the following activities;
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Define the deal structure, including valuation, payment terms, and contingencies
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Develop a transition and integration plan
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Address key risks and mitigation strategies
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Align on expectations regarding leadership, employees, and stakeholders
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Prepare for negotiations with the owner(s)
05
Offer
A formal offer is presented, supported by strategic and financial rationale, leading to negotiations that align interests.
This stage covers the following activities;
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Present a formal offer, detailing valuation and terms
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Justify the offer with financial and strategic rationale
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Engage in negotiations to align interests
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Adjust terms if needed based on mutual discussions
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Secure an agreement in principle before final due diligence
06
Close
We finalise due diligence, execute agreements, and ensure a smooth transition for all stakeholders.
This stage covers the following activities;
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Finalise legal agreements and contractual obligations
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Complete any remaining due diligence
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Facilitate a smooth transition for employees, customers, and operations
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Execute financial transactions and ownership transfer
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Begin post-acquisition integration and strategic execution
How We Work:
Our 6-Step Process to Close
At Fusion Private Capital, we follow a structured and transparent approach to acquiring businesses, ensuring a seamless experience for owners. Our 6-step process is designed to align interests, assess value, and create a pathway for successful ownership transition..