Stratagem conducts a structured and comprehensive
process in the course of carrying out each sell-side assignment.
The individual elements are custom-tailored to meet your specific
needs, but the underlying methodology has been proven over the course
of many years.
Stratagem’s unique process derives from
the typical sell-side process, which usually includes the following
The rigor that we apply to the above process
alone sets us apart from our competition. In addition, unlike most
investment banks, rather than conducting a cookie cutter process,
our standard process considers your individual interests and needs
as well as those of each prospective partner.
We mold our process to position your company
for the best possible outcome. For example, sometimes speed is the
critical driving factor, whereas in other situations, confidentiality
We Speak to Partners
in Their Own Language
Our custom-crafted process identifies the unique value proposition
for each partner, specifically highlighting the potential benefits
of a strategic partnership with your company. We invest heavily
in the customization of client marketing materials, including the
introductory email, all information memoranda and PowerPoint presentations.
A standard cookie-cutter approach makes it obvious
that a company is being shopped. We’ve witnessed the severe
downside of this image while representing potential buyers. In contrast,
by taking the time to point out the unique business benefits of
a relationship, we not only avoid the stigma that your company is
“on the block,” but we generate higher quality interest
from busy executives at top tier companies.
Securing unplanned, high value partnerships
is a critically important benefit of the 1-to-1 marketing we do.
For example, a partner may not immediately act on an acquisition
that makes great strategic sense because of bad near-term timing
issues. However, an OEM or strategic investment might get both parties
further down the path toward a subsequent deal. In fact, it’s
common for these unplanned partnerships to add significant value
to a subsequent M&A transaction.