Any merger or sale is complex process that requires extensive preparation, planning, and expertise to do well. We at BCF Strategix understand what creates value in financial software businesses and how to best present the strategic opportunities you offer. We work with you to evaluate and advise on all aspects of the M&A process:
We work with you to identify synergies and potential opportunities for markets and partners in a 2 day workshop with advisors and business owners. Evaluation of company and
product line
Development of merger or
alliance strategy
Develop timeline and
responsibilities
Agreement on target list
We focus on identifying the potential partners with strategies that maximize interest in your company, and thus maximizing valuation. Our knowledge of the players and competitors in the space allows us to “connect the dots” and refine the search to the most interested partners. Our contacts are global and the contact list covers many regions. Preparation of unique
offering documents and financial memorandum.
In-depth research for
prospective buyers.
Contact of prospect
partners and coaching for conference calls and visits
Detailed activity reports
and pipeline evaluation
As transaction advisors, we work to negotiate the best terms and making the transaction close efficiently Valuation of company or
product line
Management of the
negotiation process
Coordination of company’s
attorneys and accountants
Guidance on structuring
the transaction
Guidance of due diligence
process
Assistance in closing and funds/stock
transfer |