Mergers and Acquisitions

Sell Side Advisory

At Technology Holdings, our primary focus is on exclusive sell side mandates – frequently on behalf of owners of privately held businesses, their boards or investors. We leverage our deep market expertise to work with clients well in advance of a transaction to prepare their businesses, through to the point that the business is ready to find a strategic or financial acquirer.

We go the extra mile to create comprehensive and considered confidential information memorandums, management presentations, and other communication or marketing documents as needed to support our clients. Furthermore, our unmatched industry relationships ensure all relevant parties are involved in a confidential and tailored process, specifically designed to maximize valuation and get the best possible result for our client.

The services we include as part of our sell side assignments are:

• Business review and preparation for the sale process
• Survey and advice regarding the buyer landscape and current transactional trends
• Preparation of teasers, confidential information memorandums, management presentations, and other communication or marketing documents as needed
• Advice on the optimal positioning, messaging and presentation of the business, used both as part of the marketing materials and throughout the process to maximize competitive tension
• Briefings and advice to management for meetings based on buyer and attendee insights
• Evaluation of proposed deal structures and strategic fit, with a focus not only on valuation, but also maximizing the likelihood of success
• Due diligence support including electronic data room assistance
• Transaction document support
• Post-closing transition support

Buy Side Advisory

At Technology Holdings we selectively offer buy side advisory services to companies that meet our criteria. We work closely with our clients in buy side engagements to develop a strategy for acquisition driven by growth, strategically identify potential targets, facilitate discussions, assist in negotiations, and coordinate due diligence and transaction documentation.

The services we include as part of our buy side assignments include:

• Define inorganic growth strategy based on priorities
• Identify potential targets
• Initiate contact with the target to explore the possibility of a transaction
• Facilitate discussions and assist in obtaining information
• Prepare a valuation model
• Assist in developing strategy and tactics for negotiations
• Assist with strategy and structure for the transaction
• Coordination of due diligence and drafting of transaction documents