Exit Preparation
Maximizing exit value requires more than just cleaning up financials. It demands a sophisticated understanding of what buyers truly value. We help executive leaders navigate this critical phase, developing a compelling equity story that achieves strategic and financial goals. Our Experts have advised countless transactions and have held senior operating roles at PE-backed companies, enabling them to identify and execute the specific enhancements that drive premium valuations. Working with us results in:
Approach
Exit Preparation Designed For Impact
Winning Together
Exit Preparation In Action
Problem
A talent search firm needed to optimize its operations, financial reporting, and overall valuation to appeal to potential buyers.
Action
The firm hired an experienced CFO to transform its strategic positioning and create a comprehensive roadmap for acquisition. Key efforts included developing a scalable growth strategy, including a financial restructuring, zero-based budgeting, and operational streamlining, and preparing a robust due diligence package that highlighted the firm’s unique recruitment capabilities.
Results
The company successfully attracted a global workforce solutions buyer. The acquisition ended up expanding the buyer’s service portfolio, created operational synergies, and established a clear pathway for future growth. The strategic preparation ensured a seamless transition, maintained client relationships, and positioned the firm as a valuable market asset.
Education Startup Exit Prep
An education content startup faced obstacles to significant growth and identified acquisition as a path to realizing goals. To attract the right acquirers, we worked with their team to streamline their offering and identified the value proposition for acquirers in the learning management system (LMS) space. The company entered into multi-year distribution agreement with a public HR SaaS company that resulted in a positive ROI for investors.
International Acquisition Overcomes Challenges
A US-based provider of pre-college enrichment programs wanted to acquire a renowned UK-based educational provider. Due to the cross-border nature of the transaction and seasonal business cycles, the transaction faced challenges in funding, negotiations, and integration. Catalant’s CFO consultant conducted detailed analyses of both entities and structured a sound solution that led to a successful exit and diminished post-acquisition risk, and developed a roadmap for system integration that ensured a smooth transition and strong foundation for future growth.
Featured Exit Preparation Experts
Featured Exit Preparation Experts
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