Engagement
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
