SERVICES

Sell Side Advisory

Trusted Partners for Sellers of Software Companies

Sell side M&A advisory for software and software-enabled services companies is at the core of our firm. Our team of investment bankers are experts at selling companies and have a proven track record of completing over $30 billion in total sell side transaction value across the software landscape and other emerging growth sectors.

We leverage our deep specialized software market knowledge and extensive investor networks to achieve exceptional outcomes for our clients. Our understanding of the distinct factors that make software companies unique from a valuation and sale process perspective differentiates our firm and enables us to provide superior results.

Our sell side engagements are distinguished by deep senior banker involvement and a white glove approach to client service. We aim to be our clients’ most trusted and valued partner as they navigate one of the most critical transactions of their lives and to provide tailored solutions to their most challenging strategic and financial situations.

Our Sell Side Process

Our sell side M&A process includes expert advice on transaction timing, strategy, pricing, and structure. We manage the entire process including the company valuation, strategic positioning, development of offering materials, buyer identification and negotiations, production of deal documents, and closing.

Company Valuation

We begin each sell side engagement with a thorough valuation which combines rigorous financial analysis with a deep understanding of the relevant sector dynamics and broader market conditions. Utilizing both intrinsic and market-based valuation approaches, we determine the fair value of our client's business to ensure they are optimally positioned for the market.

Strategic Positioning

Our strategic positioning is a critical preparatory stage that ensures the maximization of shareholder value. We work closely with our client to highlight their company's unique value proposition and sustainable competitive advantages. Through careful strategic positioning, the company will be prepared to attract the most qualified group of buyers willing to offer a premium valuation.

Offering Materials Development

We collaborate with our client to develop the required offering materials including a confidential information memorandum ("CIM") and a detailed financial model. The CIM provides potential buyers with company information regarding its products, market sector, key competitors, growth strategy, financials, and more. A properly crafted CIM is critical for attracting strong buyer interest.

Buyer Selection & Marketing

Our buyer selection and marketing process is tailored and targeted, leveraging our extensive buyer network of large strategic acquirors and software-focused private equity firms. We conduct a discreet yet structured and comprehensive marketing campaign and bid solicitation process designed to create high competitive tension and to maximize shareholder value for our clients.

Negotiation & Value Optimization

We employ a proven and strategic approach to
deal negotiation and value optimization. Following an effective marketing process, our negotiation approach entails bringing numerous highly-qualified buyers to the table who then engage in a value-maximizing auction process designed to elicit the highest possible bid and the most favorable overall deal terms.

Due Diligence & Closing

Once the preferred buyer has been selected and a
letter of intent has been signed, we collaborate closely with our client to smoothly navigate through the buyer's due diligence process and to address any concerns that arise. We simultaneously work closely with our client's legal counsel to finalize the definitive legal documents and to ensure a timely and successful closing.

Let’s Start a Conversation

If you are a software business owner considering a sale transaction or seeking to achieve liquidity, we’d love to help.