Exit Process
Maximize The Value Of Your Exit With Our Market Leading 8-Step Exit Process.
How We Add 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
Our team are experts in lower-middle market valuations. We host leading valuation webinars bi-annually and issue a detailed valuation report following this explicitly focused on each of our sectors. Our team are true experts on all trends and value drivers.
Superior Acquiror Relationships
We have developed strong relationships with lower-middle market acquirors to best serve our clients, including creating a unique WhatsApp community that connects engaged and active buyers in each of our sectors.
Our Team Are Operational Experts
For each of our sectors, at least one of our founders have true operational experience. For example, Emmett is executive chairman of a SaaS company, David is a seasoned SaaS CFO and Paul has 15+ years of operational eCommerce and Co-founded a US-based brand incubator.
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.
Maximize Your Value Through Our 8-Step Exit Process
Realizing your brands full potential: Our M&A guidance delivers strategic exits and seamless transitions.
1. Exit Ready
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.
Successful Transactions
Our team has been involved in the following successful transactions:
FR-Based Social Moov Acquired by Marin Software
IE-Based Lucid Interactive Acquired by eDesk
Marin Software Expands with Perfect Audience Acquisition
Ad-Tech Leader Marin Software Goes Public on NYSE
Let’s discuss your exit strategy
Reach out for guidance on your exit strategy and becoming exit ready
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.
