Selling your Business?
You’ve devoted years, if not decades, building your business.
Approaching an exit, you want a process that befits the hard work you’ve invested. Stratagem enters with both technology and banking expertise to guide you and market you using value statements honed for each potential buyer to heighten interest.
We then drive keen interest from high value acquirers and navigate it through negotiation and closing, leveraging experience from 100+ deals.
Stratagem Process
Immerse.
Study all aspects of your business, spanning executive interviews, product and technology reviews, and detailed financial analysis supplemented by significant independent research.
Target.
Identify and prioritize synergistic acquirer segments and companies. Start with broad thinking, then critically stratify.
Create.
Create marketing materials customized for each partner with hard-hitting teasers, CIMs and slide decks..
Pitch.
Pitch to partners over all communication channels, leveraging existing relationships. Actively manage agendas and action items.
Cultivate.
Cultivate prospects and drive through the evaluation process to bring buyers to the table concurrently. Make it a horse race.
Close.
Lead negotiations, manage due diligence/data rooms and contract negotiations to close at the highest possible valuation and best possible deal structure.
Case Study
Astound Acquired by Genesys after Two Prior Value–building Deals
A lucrative OEM partnership, a $5M strategic investment and a $65M company sale closed in a 12-month period.
What Clients Say
"There is no way we could have first framed and then chosen from among our many options in such an informed way, and successfully closed our merger with MarketTools, without the skill, guidance, diligence, and professionalism of Stratagem.”
— John Chisholm, CEO, CustomerSat (sold to MarketTools), now a venture investor, author and startup advisor
“Strategem’s industry knowledge and contacts got us immediate access to decision-making audiences, enabling us to close our deal at an attractive valuation in only two months”
— Mike Burkland, President, Eventus Software (sold to Segue Software), now Executive Chairman, Five9 after leading Five9 to a highly successful IPO and subsequent rapid growth