SaaS Sector

Discover the power of our superior services

Wall Street Experience

Our CEO worked at Morgan Stanley, a top 3 M&A firm worldwide.

Sector Specific Expertise

Our Co-Founders have operational experience in AI & Data, Technology, SaaS and Consumer.

Early Preparation

We focus on early preparation because it is the key driver of valuation. Very few firms invest the time it takes to properly prepare clients for exit.

8-Step M&A Process

We have unrivaled relationships with acquirors. For example, every January we host The Acquiror Summit in NYC.

Maximum Acquiror Reach

We have unrivaled relationships with acquirors. For example, every January we host The Acquiror Summit in NYC.

Find out more our service

Find out how our services have helped companies like yours unlock maximum exit valuation.

Our market leading 8-step exit process

01 Early Preparation

This stage has the biggest impact on valuation. Clients utilize the 3 best tactics in M&A: i) the best approach to deals is flirt > date > marry; ii) the best laid plans don't survive contact with the enemy - so we get early feedback from the enemy; and iii) the best businesses get bought not sold - we encourage bids to take deals off the market.

02 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).

03 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.

04 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.

05 Due Diligence

We will partner with you throughout the entire due diligence process ensuring you are prepared to accommodate any additional materials and information.