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Services ·03 · M&A

The premium is in the buyer list.

Sell-side and buy-side. Generalist bankers will get you a price. A sector-aware desk will get you the right buyer — the strategic or PE that pays a premium because they actually need what you've built.

Engagement
Project-based
Lead
Daniel Bae
Timeline
4–6 months end-to-end
Best fit
$30M+ outcomes
Process timeline · typical sell-side mandate
24-week shape · variances ±3 weeks per phase
W1
W5
W9
W13
W17
W21
W24
PHASE 01 · CIM, teaser, anchor story
02 · target list
PHASE 03 · paced rounds · Q&A
first round bids
PHASE 04 · DD · final round · sign
SPA signed
The premium lives in weeks 14–22 — when bidder competition is engineered, not hoped for Closing follows signing by 30–90 days (regulatory)

Four phases. One signature.

Positioning and CIM first. Buyer universe second. Management presentations third. Diligence and close fourth — but the deal is shaped from the first kickoff call.

01
Positioning & CIM
The information memo, the teaser, and the anchor story a buyer can take back to their CEO. The story that makes the price defensible internally.
4–6 weeks
02
Buyer universe
Strategics, PEs, and AI-native consolidators. Senior outreach, named partners, calibrated by who actually pays the premium.
2 weeks
03
Management presentations
Rehearsed, choreographed, and pressure-tested. The founder walks in confident, not defensive. Q&A managed by the desk.
6–10 weeks
04
Diligence & close
Q&A management, tech and commercial DD defense, final-round negotiation, signing. The two months that define the outcome.
8–12 weeks

Deliverables, named.

01
Confidential information memo
The 30–50 page document that anchors valuation. Built for the strategic-rationale conversation, not just the financial summary.
02
Buyer map
Tier-ranked strategics + PEs + AI-native consolidators. Named partners, named deal teams, named relays. The list that finds the premium.
03
Teaser & outreach
Anonymised teaser, paired with senior outreach to named partners. Designed to land at the right level, not to spam analysts.
04
Management deck & rehearsal
The deck for the management presentation, paired with rehearsal and pressure-test sessions. Founders walk in ready.
05
Diligence defense
Q&A management, technical and commercial DD support, and the choreography that keeps multiple bidders engaged through the late stage.
06
Close & transition
Final-round negotiation, signing, and the post-signing transition that holds the value the deck promised.

Considering a process?

Thirty minutes, confidential, no deck required. Tell us where you are — we'll tell you honestly whether the timing and shape are right.

Book a confidential intro → Pick a slot →