Planning Your Exit

A successful exit is worth the hard work and dedication. The courage to take a leap and make a big decision. The thrill of success and newfound freedom. The joy of being able to do the things you’ve always dreamed of.

Recent transactions facilitated

  • [Undisclosed] – December 2023*
  • Promium to Clinisys – May 2023
  • Delphi Display Systems to Toast – February 2023*
  • Webshare to Oxylabs – September 2022
  • Trulla to SpendMend – August 2022
  • Veniam to Nexar – August 2022*
  • McCreadie Group to Cordance – April 2022*
  • Breaking Free Group to LifeWorks – January 2022*
  • Clay AIR to Qualcomm – December 2021*
  • Infinity Enterprise Lending to Acquila – September 2021*
  • Phasya to Tobii – August 2021
  • Visiun to LabCorp – December 2020*
  • Fing to LanSweeper – October 2020*
  • Perceptronics to Emerald Lake January 2020

(*) Deal Lead

CEOs looking to prepare for an exit should consider engaging the services of a professional consultancy. We specialize in helping entrepreneurs strategize, plan, and implement successful exit strategies. We have the insight and expertise necessary to create a comprehensive plan tailored to each individual’s unique business needs. We can guide you through the process of understanding the market, assessing the opportunities and risks, and developing a strategy for success.

We have experience in key technology segments such as healthtech, fintech, proptech, edtech, commtech, CAD/CAM/BIM, AR/VR/XR, artificial intelligence, and ERP/MRP/SCM to pre-screen roll-up opportunities based on portfolio composition, intellectual property, geographical and operational synergies, as well as succession. We can develop an investment thesis with various roll-up scenarios and provide guidance on the expected probability of success.

We can assist you in developing the financials and metrics necessary to ensure that your exit strategy is sound and profitable. We can provide guidance on how to maximize the potential of your business, analyze both the short-term and long-term impacts of the exit, and help you create an effective and actionable plan. We understand that each business is unique and will work with you to ensure that your exit is as successful and profitable as possible. With our help, you can feel confident that your exit will be both well-planned and rewarding.