Our Process

01.

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.

02.

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.

03.

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.

04.

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

Selling the Future: apilayer Acquired by Idera

Case Study

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.

Go the Extra Mile: Jetlore Acquired by PayPal

Case Study

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.

The Power of Story: Typhoon Data Acquired by Appriss

Case Study

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

Case Study

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.