Example Documents Available With Subscription

Document File Type Description
Executive Summary Report- Buyer PDF Example Report for Buyer Executive Summary
Executive Summary Report- Target PDF Example Report for Target Executive Summary
Sale Process Step Chart PDF Step Chart for completing a sale process
Transaction Execution Timetable Excel Example Timetable for completing the sale of a company or asset
Contact Letter Word Template for illustrating a contact letter for the sale of a company or asset
Teaser Template PowerPoint Template for illustrating a Teaser for the sale of a company or asset
Non-Disclosure Agreement (NDA) Word Template for illustrating a Non-Disclosure Agreement
Process Letter Word Template for illustrating a Process Letter for a transaction
Due Diligence List Excel Due diligence checklist for completing an acquisition
Example Data Room Table of Contents Excel Example Table of Contents for establishing a data room for the sale of a company or asset
CIM Template PowerPoint Template for creating a Confidential Information Memorandum for the sale of a company
Non-Binding LOI Word Template for creating a Non-Binding Letter of Interest
Stock Purchase Agreement PDF Specimen Copy of a Stock Purchase Agreement
License Agreement PDF Specimen Copy of a License Agreement for Technology Transfers
Closing Checklist PDF Specimen Copy of a closing checklist for completing the sale of a company or Asset
Acquisition Finance Agreement PDF Specimen Copy of Acquisition Finance Agreement
Press Release Word Template for constructing a Press Release for a transaction

WinStar Contents

I. Introduction
  • Winchester Capital History
  • WinStar Overview
II. Finding Buyers, Sellers and Licensees
  • Finding your Target Acquisition
  • Executive Summary Report Buyer (Document)
  • Seller Universe
    • Corporate Sellers
    • Private Company Sellers
    • Management Buy-out
    • Estate and Trusts
    • Universities and Research Institutions
    • Executive Summary Report Target (Document)
  • Buyer Universe
    • Private Equity Fund Buyers
    • Corporate Buyers
    • SPACs
    • Activists
  • Other Forms of Mergers and Business Combinations
III. Getting Underway - Starting the Process
  • Prior to Sale Process
  • Transaction Execution Timetable (Document)
IV. Regulatory
  • U.S. Anti-Trust Approvals
  • CFIUS
  • UK Anti-Trust Approvals
  • EU Approvals
V. Valuation
  • Comparable Trading Public Company Valuation
  • Precedent Transaction Valuation Method
  • Discount Cash Flow Valuation Method
  • Steps to Discount Cash Flow Analysis
  • Acquisition Financing
  • Importance of Accounting Statements
  • Financial Accounting for Mergers & Acquisitions:
    • US Standard
    • International Standard
VI. The Sale Process
  • Contact letter (Document)
  • Teaser Template (Document)
  • NDA (Document)
  • The Process Letter (Document)
  • The Art of Due Diligence
  • Due Diligence List (Document)
  • Data Room Table of Contents (Document)
  • The Sales Presentation
  • Sample Presentation Template (Document)
  • The Non-Binding Offer
  • Non-binding LOI (Document)
  • Confirmatory Diligence
  • Normalized Working Capital
  • The Purchase and Sales Agreement
  • Stock Purchase Agreement (Document)
  • License Agreement
  • License Agreement (Document)
  • The Closing Process
  • The Press Release
  • Press Release (Document)
VII. Strategy and Consultation
  • Executive Session Units
VIII. Webinars

IX. M&A Insights Publication