Buying a Business?

A well-executed acquisition strategy can bolster your company’s growth, reposition the company into more exciting spaces, and improve your overall competitive position.

Stratagem can help with a range of buy-side services to augment or supplement your company’s needs and internal capabilities from one-time initiatives to broader M&A strategy planning and execution without adding headcount.

Our Process

 

Hone.

Crystalize key objectives of M&A initiatives from product, financial and strategic perspectives.

Target.

Identify and contact target firms based around identified criteria.

Evaluate.

Manage evaluation and information requests from cross-functional groups.

 

Unite.

Ensure consensus around chosen deals and build financial impact models.

Negotiate.

Manage negotiation process with targets based on established parameters.

Close.

Lead diligence process, building data room and punch lists; manage final negotiations.

 

What Clients Say

“Stratagem contributed greatly to Merant’s value re-building process - as trusted advisors to our exec team, as the architects of new corporate development processes and as a valued partner in our M&A efforts. They exceeded our expectations on every front.”

— Steven King, SVP and GM Merant

“In our early growth years, Stratagem’s expertise was a most valuable resource in our capital formation plans as well as our evaluation of strategic partnerships and potential acquisitions.”

— Abe Ostrovsky, Chairman JetForm

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Case Study

Executing a strategic partnering initiative for Merant

Prior to being acquired by Serena Software in April, 2004, Merant was a $125M publicly traded leader in Software Change Management (SCM) with 600 employees worldwide.