Our Process & Sector Focus
A structured, confidential sell-side M&A process designed for lower middle market technology companies seeking premium outcomes.
Sell-Side M&A Process
Initial Assessment & Valuation
We begin with a confidential evaluation of your business - reviewing financials, growth trajectory, competitive positioning, and market dynamics. Our team delivers a comprehensive valuation analysis using current market multiples and comparable transaction data specific to your technology vertical. This phase typically takes 1-2 weeks.
Marketing Preparation
We develop a confidential information memorandum (CIM), blind teaser profile, and targeted buyer thesis. Every material is crafted to position your company's strengths - recurring revenue, retention metrics, growth rate, and strategic value - in language that resonates with both financial sponsors and strategic acquirers. No information is shared without your explicit approval and a signed NDA from qualified buyers.
Targeted Buyer Outreach
Using our proprietary network of 15,600+ private equity firms, strategic acquirers, and family offices, we execute a targeted outreach campaign. Each potential acquirer is individually researched and approached with a customized strategic rationale. We prioritize buyers who have demonstrated acquisition intent in your specific vertical, ensuring every conversation is with a qualified, motivated counterparty.
Management Presentations & Due Diligence
We coordinate management presentations, virtual data room access, and buyer Q&A sessions. Our team manages the entire due diligence process - organizing financial records, legal documentation, and technical architecture reviews - so you can continue running your business while we run the process. We maintain competitive tension between multiple interested parties throughout.
Negotiation & Closing
We negotiate LOI terms, purchase price, deal structure, earnouts, representations, and warranties on your behalf. Our legal staff reviews every term to protect your interests. We manage the path from signed LOI through definitive agreement to closing - coordinating with attorneys, accountants, and escrow agents to ensure a smooth transaction. Average time from engagement to close: 4-8 months.
Sector Focus
We specialize in sell-side advisory for technology-enabled businesses in the lower middle market.
Vertical & Horizontal B2B SaaS
Industry-specific and cross-industry software platforms with recurring revenue models. $1M-$50M+ ARR.
AI & Data Infrastructure
AI-native applications, machine learning platforms, data analytics, and automation technology businesses.
eCommerce & Digital Commerce
D2C brands, marketplace operators, eCommerce enablement platforms, and digital-native consumer businesses.
Digital Media & Content
Content platforms, ad-tech, digital publishing, affiliate networks, and media technology companies.
HealthTech & EdTech
Healthcare technology, telehealth platforms, educational technology, and compliance-driven software businesses.
FinTech & InsurTech
Payment processing, lending platforms, wealth management technology, and insurance technology companies.
Ideal Client Profile
REVENUE
$2M - $100M (ideally $5-50M)
DEAL SIZE
$5M - $250M enterprise value
GEOGRAPHY
Global (US, Europe, APAC, LatAm)
PROFITABILITY
Profitable or clear path to profitability
BUSINESS MODEL
Recurring revenue, tech-enabled services
TIMELINE
4-8 months typical engagement
By the Numbers
Our Process, Quantified
Typical Engagement Timeline
Fee Structure
Success-Based Pricing
No retainers. No upfront fees. We only earn when you do.
*Minimum advisory fee. Retainer: $0. Fees are tiered and apply to the respective portion of the total deal value.
Ready to Start the Process?
Every engagement begins with a confidential conversation.