Business Situation
A global mid-market investment bank signed a mandate to advise on the potential acquisition of a niche technology services provider. The client was required to identify the right set of targets, assess valuation attractiveness, and prepare marketing materials to position the opportunity effectively to prospective buyers.
The client required comprehensive support across origination, due diligence, and marketing efforts to execute the transaction efficiently. Specifically, they sought assistance in:
- Screening and shortlisting potential acquisition targets
- Conducting preliminary valuations and benchmarking
- Preparing a robust Confidential Information Memorandum (CIM)
- Managing data room setup and due diligence workflows
- Supporting business development through thought leadership content
SGA Approach
Early-Stage Preparation
- Conducted extensive target screening and market mapping across the technology services sector using proprietary databases and secondary research
- Performed valuation benchmarking against comparable transactions and public peers
- Developed market insights reports to highlight sector growth drivers and M&A attractiveness
Mid-Stage Execution
- Built detailed financial models, incorporating scenario-based valuation outcomes
- Drafted a comprehensive CIM, articulating the company’s market position, financial performance, and growth story
- Supported management presentations by designing buyer-focused pitch decks and value messaging
- Managed data room creation and organization, ensuring smooth buyer due diligence
Late-Stage Finalization
- Assisted in preparing Q&A trackers and coordinated with legal/finance teams for due diligence responses
- Provided marketing collateral and thought leadership content to strengthen the client’s positioning with potential buyers
- Ensured seamless workflow execution by leveraging internal project management tools for tracking deliverables and timelines
Key Takeaways
- Accelerated Execution: Enabled the client to move from origination to buyer discussions within a shortened timeline of six months
- Comprehensive Support: Delivered end-to-end M&A services across screening, valuation, CIM development, financial analysis, and due diligence management
- Enhanced Positioning: Helped the client present a compelling investment thesis, resulting in multiple expressions of interest from strategic and financial buyers
- Process Efficiency: Optimized transaction execution by leveraging structured workflows, ensuring minimal disruption for the management team
