M&A Readiness & Exit Advisory
Strategic Positioning for Founders Exploring M&A Options
You've received inbound M&A interest — or you're wondering if now is the right time to explore strategic exits.
We help founders assess timing, prepare for buyer due diligence, identify strategic acquirers, and facilitate introductions through institutional networks.
M&A Timing Assessment
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The hardest question: Should you exit now, or scale further first?
We help you assess:
→ Where is your strategic value peaking vs. continuing to grow?
→ What's the market window for your type of business?
→ What milestones would dramatically change valuation?
→ Are you at an inflection point you don't recognize?
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What story positions you best for strategic acquirers?
→ Commercial due diligence preparation — clean metrics, clear narrative
→ Valuation narrative development (what buyers will actually value)
→ Your competitive moat from acquirer perspective
→ Why this is the right time (for them, not just you)
Buyer Landscape Analysis
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Who are the 10–15 most likely acquirers for your business?
We help map:
→ Strategic buyers within your or adjacent industry
→ Financial buyers (PE firms with fintech/B2B SaaS focus)
→ Corporate VCs with acquisition mandates
→ Geographic considerations (UK, DACH, US buyers)
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Different buyer types value different things:
→ Strategic acquirers: Customer base, distribution, technology moat
→ Financial buyers: Unit economics, management team, growth trajectory
→ Corporate VCs: Strategic fit with portfolio, synergies
Your positioning needs to match the buyer category.
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We facilitate introductions through:
→ Switzerland banking networks
→ Fintech and B2B SaaS Founder ecosystem
→ Investor and strategic partner networks
→ UK and European growth equity and PE relationships
Strategic Exit Preparation
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How do you present to strategic buyers?
→ What questions will buyers ask (and how to answer them)?
→ Key concerns buyers have about acquisitions
→ Your narrative: Why this business matters strategically
→ Financial metrics buyers focus on vs. what investors care about
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What do you need ready before buyer DD starts?
→ Unit economics by customer segment (which are profitable?)
→ Customer concentration and retention metrics
→ Technology architecture and technical debt assessment
→ Regulatory compliance status (if applicable)
→ Key vendor contracts and partnership dependencies
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Strategic questions before you enter process:
→ All-cash vs. equity consideration trade-offs
→ Earnout structures and how to negotiate them
→ Management retention and lock-up considerations
→ What you need from legal, tax, and corporate finance advisors
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→ Warm introductions to 3–5 strategic parties
→ Initial positioning conversations (no formal process yet)
→ Gauge interest and potential valuation range
→ Decide whether to pursue formal process or not
Who This Is For
→ Series B–D founders considering next capital raise
→ Profitable businesses exploring debt vs. equity
→ Companies with 12–24 month runway planning next round
→ UK/DACH companies seeking US & GCC investor access
→ Founders who want strategic counsel + network access, not just execution