The M&A Process
A standard M&A transaction for a mid-market IT company usually takes between 6 to 12 months from engagement to closing. Factors influencing this timeline include company readiness, market conditions, the complexity of the deal structure, and the diligence of all parties involved.
The key stages are: 1) Preparation (valuation, creating marketing materials), 2) Marketing (confidentially approaching potential buyers), 3) Negotiation (managing offers and negotiating a Letter of Intent), 4) Due Diligence (facilitating the buyer's investigation), and 5) Closing (finalizing legal documents).
Confidentiality is paramount. We use a no-names-basis approach initially and require all prospective buyers to sign a strict Non-Disclosure Agreement (NDA) before any identifying information is shared. We manage all communications to protect your business from disruption.
Valuation & Fees
We use several methods for a comprehensive valuation, including Discounted Cash Flow (DCF), analysis of comparable public companies, and review of recent precedent transactions in your specific IT niche. We also assess non-financial factors like IP, team strength, and market position.
Our fees are primarily success-based, meaning we are compensated upon the successful closing of your transaction. This aligns our interests directly with yours. The exact structure, typically a percentage of the transaction value, is agreed upon at the start of our engagement.
Working With Us
We work with a broad range of technology companies, including Software-as-a-Service (SaaS), IT managed services, cybersecurity, enterprise software, and digital media businesses. We advise founders, corporate clients, and private equity firms.
The first step is a confidential, no-obligation consultation. This allows us to understand your situation and goals, and for you to learn more about our process and how we can help. Simply contact us via our form or phone to schedule a meeting.