Software serial acquirer needs to do the “hard” integration work to prepare for sale

Key results:

Successful sale at top of anticipated valuation range

Value levers pulled:

Sell-side readiness
Data room management

Picture this...

You’re a PE-backed SaaS business with operations in 20+ countries across three continents, and you’ve initiated discussions with potential investors for a minority equity sale. While you’ve completed four acquisitions over the past three years, you didn’t fully integrate the acquired businesses, which means you’ve been operating as five separate entities with autonomous regional teams and disparate systems, controls, and policies. You need more synergy to prepare for sale.

You turn to Accordion.

We partner with your CFO to take on the sell-side process, preparing and managing the data room and responding to diligence requests. We:

Act as the quarterback for the overall due diligence process, helping you respond to all requests.
Manage the population of the data room, including all supporting documentation and analyses.
Analyze the historical performance of the business and prepare financial and operational schedules, including monthly financial trending statements, recurring vs. non-recurring revenue, detailed backlog and sales pipeline reports, and the reconciliation of transactional details to audited financial results, internal reporting, and projections prepared for the sale process.
Reconcile disparate data sources to create granular customer-level data sets that enable potential buyers to conduct cohort-level analytics.
Collect and organize data room diligence documents throughout the firm, including HR, IT, Legal, Marketing, and Sales.

Your value is enhanced.

After understanding and aggregating financial and operational data to support your company’s equity story, you successfully sell a minority position at the top of your anticipated valuation range.

Enhanced value:

You reap multiple benefits, including:

Successful sale at top of anticipated valuation range