Sell Side Services

Our sell side services and the process follow key steps and best practices typical in Mergers & Acquisitions. The Excendio difference comes from our market insights and time-tested creative negotiation approaches specific to the industry, which allow us to customize each step to best fit our clients’ goals and highest priorities when selling their business:

These are our clients’ key goals when preparing to sell the business:

Address personal, family, employee, and customer needs
Maximize the proceeds
Find the right partner for the business; for most owners, the price is just one of the factors determining a successful transaction
Minimize their effort during the sale process; eliminate disruptions, focus on business
Maintain confidentiality both internally and in the market

Go to Market Services

Utilize the resources of ITechQUITY – Excendio’s proprietary and highly customized platform specific to IT Mergers & Acquisitions.
Research and develop a customized marketing plan to identify potential purchasers.
Assist with the preparation of comprehensive marketing and related materials for delivery to purchasers.
Formulate and recommend a strategy for transactions.
Confidentially and discretely contact and elicit interest from purchasers.
Conveying additional requested information desired by purchasers.
Review and evaluate purchasers
Review and analyze proposals regarding a transaction
Assisting with negotiations of the financial aspects of a transaction

The M&A Process

Step 1

Analysis

Review of company operations, financials, strategy, positioning, strengths, opportunities, synergy potentials, etc.; review valuation expectations and transaction structures; set goals.

Step 2

Planning

Develop the CIM (Confidential Information Memorandum), the teaser and other marketing materials; prepare the data room; preliminary due diligence; assist owners prepare for the next steps; anticipate questions; advise on wide range of strategies; identify buyer categories and segments.

Step 3

Marketing

This customized phase can vary from a highly competitive, structured auction like process to a very targeted buyer solicitation; finding the right buyer; staged information delivery; targeted buyer presentations and meetings.

Step 4

Initial Discussions

Targeted presentations, visits, indications of interest.

Step 5

Letter of Intent

Negotiate multiple offers, competitive environment, offer structure, LOI – MOU, auction.

Step 6

Due Diligence

Set goals and expectations with the buyer to limit the intrusive nature of due diligence; coordinate legal, accounting, and tax professionals to minimize impact on business and owner; keep everyone on schedule; advise on integration plan; participate in purchase agreement and other terms negotiations.

Step 7

Final Negotiations

Keep buyer committed, closing checklist, purchase agreement finalized.

Step 8

Closing

Manage last minute changes, closing checklist, advise on communications plan.

Our Platform

For over 20 years we have built, developed and maintained a proprietary and highly customized platform specific to IT Mergers & Acquisitions. Result of our active involvement and interactions.

Thousands of hours spent building, researching and developing proprietary processes and tools.

Marketing automation platform
Branded online/virtual data room
Document management system
25-year history of providing successful transactional support

Capabilities

The CRM includes historical interactions with:

100,000+

Contacts

30,000+

Companies

10,000+

Strategic Buyers

20,000+

IT M&A Transactions

5,500+

Global buyers and their investment criteria

80+

IT M&A specific data points per record

Benefits

Confidentiality

Productivity

Decisions based on up-to-date Market intelligence

Platform Benefits

Customized CRM

Integrated Marketing Automation System

Branded Virtual Data Room

Document Management System

Customized Set of Automated Research Tools

Proprietary M&A Process and Best Practices

Sell Side Services