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Sale Preparation

Sale Preparation

PE-backed companies are always headed toward exit. That means the perfect time to prepare for sale is right now—because if you're not preparing today, you end up behind tomorrow.

Our sale preparation experts understand that while your company is always for sale, it should never be on sale. We help you unlock both hidden and future value to ensure you’re getting the maximum return. As hands-on partners to your management team through the entire sale preparation process, we tackle delayed integrations, reconcile your data, identify what buyers are looking for, bolster your equity story, and quantify yet-to-be realized value for future investors. That means you can maximize your valuation—without neglecting your day-to-day business.
PAIN POINT

Unable to address simple diligence requests due to acquisitions that were never fully integrated into the business.

What Accordion brings:
Realize benefits from synergies.
Review original synergy hypothesis and action any yet-to-be realized synergies from delayed integrations.
Optimize tech stack.
Audit your tech stack, particularly your ERP, CRM, BI tools, and find quick-hitting ways to optimize them.
Quantify future value to bolster equity story.
Build a roadmap for future value to bolster the equity story and ensure maximum valuation.
PAIN POINT

Failure to produce requisite diligence analyses due to an extremely complex and disorganized data environment.

What Accordion brings:
Consolidate data enterprise-wide.
Create a single source of truth to consolidate data across entire enterprise (including any recently-acquired businesses.)
Integrate operational and financial metrics.
Harmonize financial and operational metrics to articulate how they inform your company’s near-term and long-term outlook.
Create new data environment.
Set up data room and perform “heavy lifting” of financial and operational data to ensure ability to produce necessary diligence analyses.
PAIN POINT

Lack the bandwidth to tackle the transaction without neglecting the business.

What Accordion brings:
Relieve your teams’ bandwidth constraints.
Act as an extension of management/FP&A teams to lighten the burden of sale preparation.
Eliminate manual processes.
Automate manual processes to reduce time-consuming tasks and ensure seamless roll forwards.
Facilitate metrics for long-term use.
Identify and prepare new metrics/analyses that management will continue to use post transaction.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.

Meet a few
of our experts.

Matt Marcus
Matt Marcus
Managing Director

Matt is a Managing Director with more than two decades of experience in diversified consulting and alternative investments. His specific expertise includes the management, development, and execution of transaction execution initiatives.

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Shaharyar Ahmed
Shaharyar Ahmed
Managing Director

Shaharyar is a Managing Director in the Transaction Execution Services group with more than 15 years of experience in private equity investments and portfolio management in the U.S., Latin America, Eastern Europe, Africa, and Asia. His expertise allows him to focus on transaction execution and operational value creation engagements across a variety of industries.

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Hayk Piloyan
Hayk Piloyan
Senior Director

Hayk is a Senior Director in Accordion’s Transaction Execution practice with over a decade of experience in M&A, corporate finance and operational finance.

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