Transactions
We support founders, scaleups, and investors through sell-side and buy-side M&A processes—from preparation and positioning to due diligence, negotiations, and closing.
No clear deal narrative
All financial expertise rests with one person. There is no deputy and no backup. The company has potential, but the strategic rationale, the financial case, and the buyer’s perspective have not yet been clearly defined.
Unadjusted Financial Data
KPIs, forecasts, revenue data, and historical financials are not yet structured enough to be reviewed by buyers or investors.
Limited Visibility to Buyers
You know of some potential buyers, but you're not sure whether the right strategic or financial acquirers are involved in the process.
Not Enough Competitive Pressure
Without a structured process, negotiations can quickly become one-sided—at the expense of leverage, speed, and flexibility.
Due Diligence Bottlenecks
Investor reporting in Excel does not match the BWA. Missing documents, unclear responsibilities, and slow Q&As delay the process and distract management from day-to-day operations.
Emotional Deal Dynamics
Selling, buying, or merging a company involves a great deal of pressure. We help founders and management teams stay focused on value, terms, and execution.
M&A Strategy & Preparation
Define Transaction Logic
Develop an equity story and a buyer narrative
Review Finances, KPIs, and the Business Plan
Identify Key Value Drivers and Risks
Approaching Buyers or Target Companies
Create long lists and short lists
Identify strategic and financial buyers or targets
Prepare outreach materials
Coordinate initial meetings and the process flow
Due Diligence & Process Management
Set up a complete virtual data room
Coordinate and prepare for Q&A sessions and expert discussions
Coordinate legal, tax, and financial advisors
Maintain momentum throughout the entire process
Valuation, Negotiation, and Closing
Support Valuation and Deal Structure
Prepare and Compare Quotes
Develop and Lead Negotiation Strategies
We will remain involved until the signing and closing
Our experts have guided startups and scaleups through hundreds of funding rounds, from pre-seed to Series B.
Former technology investor with a private equity background, focused on transaction advisory services for tech and growth companies.
Previous Roles & Projects:
Can post entries in: Exact Online, Yuki, Xero
Corporate finance professional specializing in financial advisory, due diligence, and transaction support.
Previous Roles & Projects:
Consultants
Due Diligence Processes
Fundraising & M&A Transactions
Clients
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Preparation
We clarify the transaction objective, review the financial case, and prepare all materials to ensure a credible process.
Buyer or Target Company Mapping
We identify the right buyers or targets, structure the approach, and support the initial discussions.
Due Diligence
We help manage the data room, coordinate Q&As, and keep all advisors on track so the process doesn't lose momentum.
Negotiation & Closing
We provide support with valuation, comparing offers, deal structuring, and negotiations all the way through to signing and closing.
Not every company is immediately ready to launch an M&A process. Through a brief readiness assessment, we identify what’s already in place, what’s still missing, and how to prepare for a credible process.
Let's discuss where you are in the process, what needs to be prepared, and how we can help you complete a successful transaction. We'll get back to you within 24 hours.
Discuss the transaction
Managing Partner
FAQ