Case study

US-Based Middle Market M&A and Corporate Finance Firm Focused on Industrial Sector

SG Analytics - Case Study


Our initial engagement was to support our client in developing the pitch decks and valuation. After delivering extremely high-quality products, the client engaged us in a complete end-to-end sale process. With the successful completion of the deal, now the client is engaging us in numerous live deals.     

SGA Approach

  • Developed world-class marketing material for the target including Confidential Information Memorandum (CIM) and an executive brief. Assisted the client in creating individual management presentations with a focus on each prospective buyer, as per the agenda of the calls
  • An extensive search for strategic buyers, along with the rationale, in multiple markets, based on the solutions/ products provided by the client 
  • Valuation using Discounted Cash Flow (DCF), comparable public companies analysis, precedent transaction analysis, and football field presentation
  • Developed an advocacy deck for selected buyers to indicate the financial synergies and future valuation post-acquisition of the buyer 
  • Continuous engagement with the target and the banker, including buyer calls and forming a detailed log with call notes and real-time progress with each buyer
  • Assistance in setting a pre-LOI virtual data room by analyzing each document of the target 

Benefits and Outcomes 

  • High-quality output and quick turnaround time 
  • End-to-end deal support to the target as well as client with access to SGA’s BIS and graphics services
  • The firm was able to successfully sell itself to a buyer with an expected valuation
  • Support from sector specialists

Key Takeaways 

  • 50% More client-facing time
  • 40% Cost-effective research support
  • 45% Increase in productivity

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