AI & Data
Convert your AI and data expertise into maximized deal value by leveraging industry expertise.
Our team are experts in helping data and AI focused entrepreneurs plan and maximize exit value.
Expert Wall Street Guidance
Unlike many lower middle market M&A firms, our team has real wall street experience. Our CEO, Emmett Kilduff worked on Wall Street at firms including Morgan Stanley. He has completed >$20bn of deals since 2000.
Data-Driven Valuation Insights
We host the leading valuation webinar bi-annually and issue a detailed valuation report following this explicitly focused on Data & AI company valuations. Our team are true experts on all trends and value drivers.
Superior Acquiror Relationships
We have developed strong relationships with acquirors of data & AI focused companies to best serve our clients, including creating a unique WhatsApp based community that directly connects to engaged and active buyers.
In Person Events
Emmett Kilduff has been hosting in person events for data vendors and buyers for 12 years via his alternative data company Eagle Alpha. This has allowed our firm to have a thorough understanding of the data landscape and what makes data and AI companies attractive for acquisition.
Experienced Data Operators
Emmett Kilduff has been in the data space for the last 12 years as Founder and Executive Chairman of Eagle Alpha, an alternative data focused SaaS company. Separately Emmett and his Health Tech company Pitstop have been developing an AI based health application in the mens health space.
Our Leading 8-Step Exit Process
Our 8-step exit process is designed to maximize your companies valuation while allowing you time and energy to focus on continued business growth while we do the heavy lift of al transactional services. This includes materials building, target list creation, marketing and transactional preparation.
Join The Leading Discussion On eCommerce Valuations
Our focus is our strength and as such we pride ourselves on being experts on the topic of eCommerce brand valuations. Twice per year we bring together an expert panel and discuss key valuation trends and tactics to drive increased brand value.
Maximize Your Value Through Our 8-Step Exit Process
Realizing your company’s full potential: Our M&A guidance delivers strategic exits and seamless transitions.
1. Early Preparation
This stage has the biggest impact on valuation. Clients utilize the 3 best tactics in M&A:
- the best approach to deals making is flirt > date > marry.
- the best laid plans don't survive contact with the enemy - so we get early feedback from the enemy.
- the best businesses get bought not sold - we encourage bids to take deals off the market.
2. Final Preparation
When you are ready to formally begin the exit process we will prepare a deal teaser, virtual dataroom and a 50+ page confidential information memorandum (CIM).
3. Marketing
Once all deal materials are finalized, we will being marketing to all relevant targets. We pride ourselves on having strong relationships with acquirors and can market your deal to senior decision makers.
4. LOIs
As targets start issuing LOIs, we help you compare terms on a like-for-like basis. We help you negotiate and select the most preferential terms for your business.
5. Due Diligence
We will partner with you throughout the entire due diligence process ensuring you are prepared to accommodate any additional materials and information.
6. Documentation
Together with your legal advisors we will help you with the signing of all key documentation.
7. Closing
Once documentation has been signed we ensure payments are processed in an agreed timely fashion.
8. Post-Completion
Post completion we remain in communication to ensure any deferred or earnout component are being acted on as agreed.
Let’s discuss your M&A journey
Reach out for customized M&A and valuation guidance
In our first call, we can discuss:
Valuation multiples
Gain insights into the market trends impacting your company's valuation and discover strategies to enhance it in the near term.
Timing of the deal
Learn if now is the right time to sell considering your company's KPIs and market environment.
How early preparation maximizes valuation
Discuss operational tactics of how you can start working on adding value into your company today ahead of an exit process. The best businesses get bought not sold and top deals spend years planning their exit strategy.
Schedule a complimentary, non-obligatory consultation today!
Helpful Resources
Find the answers to your M&A questions and gain inspiration from our industry-leading research.
