Our M&A Advisory Approach

We often begin talking with companies many months, or even years, in advance of any kind of M&A event. This allows us to get to know the organization and its shareholders, and to offer our input or be a sounding board when shareholders are facing critical decisions. We can help shareholders to understand what they can do to help increase their value, and things they should avoid.

We begin each process by understanding what the shareholders want to achieve. Each engagement brings its own unique set of variables and considerations so it’s imperative to spend a sufficient amount of time here before moving ahead.

Working with our team, shareholders can be confident that we’ll be driving the process forward, providing them with coaching and guidance along the way.  We know you are juggling a lot. Choosing Tequity to act as your Intermediary allows you to remain focused on growing your company.

Why Work with Tequity?

All We Do is Tech M&A

M&A for lower middle market Software and IT Services companies across North America is all we do.  We help shareholders to achieve accelerated growth or a liquidity event by selling to a larger, synergistic organization that wants to invest in and build on what the founders have created.

Industry Knowledge

Our team has decades of experience in the technology sector.  We have an extensive database of key industry contracts across all major vertical and horizontal software and technology markets. We regularly speak with key individuals at large multinationals, as well as mid-sized and smaller firms.  These conversations, combined with continued industry research, keeps our buyer lists comprehensive and up-to-date.

Valuation

Valuing a Software or IT Services company isn’t like a traditional bricks and mortar firm.  The value isn’t found solely in the Financials. Our team is skilled at uncovering the “hidden value” that our clients offer and articulating it to potential buyers. Our goal is identify buyers who need and look to leverage what our clients have created – it may be newer technology, a platinum client list, a skilled team, new geographical or other markets, increased market share, the removal of a competitor, or a combination of these and more – with the resulting deal equal to something greater than 1+1=2.

Confidentiality

We understand the confidential nature of an M&A transaction.  We’ve been through it ourselves and we’ve helped many clients to navigate their deal quietly and carefully.  Our process provides you with protection from competitors, tire kickers, and companies that simply aren’t a great fit for your objectives.

Straight Talk

We may not always tell you what you want to hear, but we will tell you “like it is”. We won’t make promises on valuation that are unrealistic at worst, or highly unlikely at best (and yes, we’ve lost a few potential clients to other firms as a result, only to see their transactions fizzle when the market backs our initial estimation). If the valuation range isn’t in line with your goals, we’ll help to identify areas that need improvement or change, and then track your progress with you throughout the year, offering objective advice at decision points along the way.

Coaching

We’ll help you to get prepared for a sale and provide you with direct coaching and feedback throughout the process. We coach you how to address questions, not just from each of the potential buyers we bring forward, but also those arising from  staff, customers, and vendors.  We make sure that you are prepared for each meeting, each discussion, each call. This process is made up of a series of first impressions so it is critical that you and your team are able to confidently clear each new hurdle.

Team Approach

We take a team approach to each engagement.  This ensures that we’re able to keep moving through the projected goals and timelines without any delays.  Each client gets our full attention.

Creative Negotiators

The importance of negotiating skills in the M&A process cannot be underestimated.  A history of successfully negotiating many previous M&A transactions is key.  Our creative solutions to thorny demands or provisions has brought many transactions back from the brink.  Our clients know that we succeed only when they succeed.  As a result, they know their interests are always first. This is a life-changing moment for many owners and shareholders – we understand that and work tirelessly to ensure we get the best value and terms for each and every client we represent.

Let’s start with a conversation

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