M & A Preparation
Buy-side and Sell-side due diligence
Preparing for or conducting due diligence as - or on - a B2B SaaS firm can be a daunting task. We’ve been in and around the acquisitions process for over 20 years, as portfolio strategists, leading evaluations, performing due diligence, and on the sell-side pitching deals to a PE or Public firm(s).
Is this you?
You have been approached by a potential acquirer and need a ‘tiger team’ to help in the data collection process for the immediate due diligence challenge.
Your “To Do” list includes
cleaning up the pipeline
producing historical financials and a 12-month projected forecast
building a portfolio roadmap
generating a win-loss analysis
and the list goes on…
How we add value
C2B's due diligence prep focuses exclusively on Product and Portfolio considerations, which requires skills and experience that traditional investment banks and M&A matchmaker services typically lack. With this background we are able to
augment corporate development or investment bank teams
conduct product line P&L assessments
offer unbiased pipeline and market objectivity and positional analysis for your full portfolio
determine the best sales enablement material to put forward
play coach and provide fact-based competitive differentiation
