Our Process
Build Your Story
We’ll work together to craft your differentiated pitch, including a company deep dive, executive summary, and management deck. While we’ll customize pitches as we go, creating your marketing materials helps us position you and increase your market value from the start.
Engage Buyers
With a strong story in hand, we’ll position you in the market and generate buzz with investors and buyers. Our custom pitches will emphasize the elements of your business that appeal to each buyer. Our goal: to create competitive tension and a sense of scarcity.
Choose A Path
Once we’ve created options, we’ll begin filtering, qualifying, and connecting with more companies and investors as we go. We’ll work together to choose the path that best suits your goals.
Close Your Deal
With multiple stakeholders to manage, final negotiations underway, and piles of paperwork, tensions can build. We’re here to handle the process and run with you all the way across the finish line.
Perspectives
Long-term Thinking: Black Box Intelligence Acquired by Diversis Capital
Sometimes the highest cash offer isn’t the best deal. Other factors like team, equity, and the long-term survival of a company play a part in our decision making as well.
Selling the Future: apilayer Acquired by Idera
Hire an expert to maximize results. Through collaboration and dedication to crafting the right story for each unique buyer, we were able to secure a premium outcome in an expedited fashion using competitive tension and process expertise.
Impactful Capital: Chime Solutions Receives Investment from BBH Capital Partners
A strong mission matters. When it comes to finding the ideal investor for an impact-driven company, it’s all about the story.
Go the Extra Mile: Jetlore Acquired by PayPal
It’s important to approach the buyer universe creatively and strategically, and to have a strong acquisition rationale for any individual buyer. Our ability to develop a strong acquisition thesis for a less-than-obvious buyer enabled us to create an optimal outcome for Jetlore.
Thinking Outside the Box: DCI Acquired by Marlin Equity Partners
Competitive tension ensures ideal outcomes. Even when we think we know the right option, we challenge ourselves to think creatively and explore unexpected scenarios—you never know what you’ll discover along the way.
The Power of Story: Typhoon Data Acquired by Appriss
Don’t take shortcuts. By spending time getting to know the business and understanding its value, we wrote a story that appealed to potential buyers, while also ensuring an ideal outcome for the Typhoon Data team.
Choose a Banker You Trust: Swoogo Acquired by Eagle Rock Capital
The outcome of an M&A process is important to a founder, and the process itself has inherent volatility. It can be a challenge to ‘stay steady’ day-in and day-out, but a strong relationship built on trust helps ensure ideal outcomes—and a better experience—for all parties.
Competition Drives Results: Agiloft Secures Investment from FTV Capital
How leveraging interest from multiple parties allowed us to close a deal with the right investor, on the founder’s terms.
Build Competition & Be Willing to Walk Away: 7Geese Acquired by Paycor
Generate interest from multiple buyers, know where the synergy and scarcity value is between all the buyers and sellers, and be willing to walk away if you don’t get compelling terms, including valuation.