Page 3 - Clinching the Deal - Excerpt
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Table of contentsTable of contents ...........................................................................................................5 List of figures .................................................................................................................71. Introduction ............................................................................................................. 92. Initial situation ....................................................................................................... 132.1 The internal decision-making process ................................................................142.2 Spectrum of tasks and consultant contract ........................................................ 203 Vendor tasks...........................................................................................................293.1 Definition of the portfolio .................................................................................293.2 Vendor due diligence/the vendor’s team ............................................................ 323.3 Overview of objectives and schedule .................................................................343.3.1 Start of the project (Data Room and Information Memorandum)......36 3.3.1.1 The Data Room ................................................................................ 37 3.3.1.2 The Information Memorandum ........................................................41 3.3.1.2.1 Story of the WESTPHALIA portfolio ..................................................41 3.3.1.2.2 EXCURSUS: The relevant market segments.......................................55 3.3.1.2.3 Property description (example) .........................................................92 3.3.1.2.4 Location description (example) .........................................................94 3.3.2 The market approach: NDA and teaser.............................................97 3.3.3 Logbook, waterfall chart and process letter ...................................... 994. From the offers to the deed of sale ...................................................................103 4.1 The vendor due diligence reports ....................................................................103 4.2 LOIs and exclusivity ........................................................................................1105. Deed of sale negotiations and deed of sale.......................................................1155.1 The negotiations .............................................................................................1155.2 Meeting with the notary .................................................................................1215.3 The deed of sale .............................................................................................1224356SO001r_001-163_CS6.indd 5 19.11.2014 10:55:05


































































































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