Case study

US-Based Middle Market M&A and Corporate Finance Firm Focused on Industrial Sector

US-BASED MIDDLE MARKET

ENGAGEMENT

Our initially engagement was to support the client on pitch decks and valuation. On delivering high quality products, the client engaged us in a complete end-to-end sale process. With successful completion of the deal, now the client is engaging us in more and more live deals.     

SGA APPROACH

  • Created marketing material for the target including CIM and executive brief. Also assisted in creating individual management presentation with a focus on each buyer, as per the agenda of the calls
  • Extensive search for strategic buyers, along with rationale, in multiple markets based on the solutions/products provided by the client 
  • Valuation using DCF, comparable public companies analysis, precedent transaction analysis and football field presentation
  • Created advocacy deck for selected buyers to indicate the financial synergies and future valuation post acquisition of the buyer 
  • Continuous engagement with the target and the banker, including buyer calls and forming a detailed log with call notes and real-time progress with each buyer
  • Assistance in setting a pre-LOI virtual data room by analysing each document of the target 

BENEFITS AND OUTCOMES

  • High quality and quick turnaround time 
  • End-to-end deal support to the target as well as client with access to SGA’s BIS and graphics services
  • The firm was able to successfully sale itself to a buyer with expected valuation
  • Support from sector specialists

KEY TAKEAWAYS

  • 50% more client facing time
  • 40% Cost effective research support
  • 45% increase in productivity

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