|
|
 |
| Our Typical Sell-Side
and Fundraising Client Profile
We earn our keep by closing deals. So, an honest
assessment of our ability to succeed for you is as important to
us as it is to you. Throughout our history, we have succeeded, when
much larger banks have failed, by carefully selecting client engagements,
by maintaining our standards for excellence, and by never compromising
our integrity.
We only represent software and Internet firms
(both public and private), focusing on a number of key industry
segments in this arena. In addition to sharing our industry
focus, we look for clients that fall into one of these categories:
Pre-Engagement Evaluation |
|
Before taking on
a new client, we routinely invest notable research time to evaluate
the opportunity from multiple perspectives. At a high level, we
need to assess our ability to succeed, which would also include
a risk assessment. And because we act as an extension of your management
team, working shoulder-to-shoulder on a daily basis, the team chemistry
is very important to us. At a slightly deeper level, the following
criteria are among those that we routinely evaluate before committing
to a new client engagement:
Because Stratagem tightly limits the number
of engagements we take on at any given time, the significant upfront
investment we make in evaluating new client opportunities is critically
important. The cost of failure for all parties involved is too high
– especially if it could have been anticipated. While this
takes a bit of time, when we take on a new engagement we are usually
well equipped to hit the ground running, a collateral benefit that
our past clients have certainly appreciated.
|
|
|
|
