Case Studies
Gain valuable industry perspectives and expert analysis to guide your business transition decisions.
Manufacturing
$12M Manufacturing Business Sale
A family-owned precision manufacturing business with 45 employees sought an exit strategy that would preserve their legacy and provide for retirement.
Challenges:
Maintaining strict confidentiality during the sales process
Finding a buyer committed to retaining the existing workforce
Maximizing sale price while ensuring cultural alignment
Solution:
We implemented a targeted marketing strategy to strategic buyers, created a competitive bidding environment, and thoroughly vetted potential acquirers for cultural fit.
Results:
Sale price 25% above initial valuation
100% employee retention post-acquisition
Structured deal with consulting position for former owner
Technology
SaaS Company Strategic Acquisition
A growing technology firm sought to expand their product offerings through strategic acquisition of a complementary SaaS business.
Challenges:
Identifying acquisition targets within specific technical parameters
Valuing proprietary technology assets accurately
Structuring a deal to retain key development talent
Solution:
We conducted comprehensive market research using our AI-powered tools, performed in-depth technical due diligence, and created a structured earn-out agreement to incentivize key personnel.
Results:
Successful acquisition below market valuation
95% retention of technical staff
Integration completed 2 months ahead of schedule
Healthcare
Medical Practice Merger
A multi-physician specialty practice sought to merge with a larger healthcare group while maintaining clinical autonomy and improving administrative efficiency.
Challenges:
Navigating complex healthcare regulations
Aligning different practice management systems
Preserving physician equity and compensation structure
Solution:
We facilitated negotiations with multiple healthcare groups, conducted regulatory compliance reviews, and structured a phased integration plan with clearly defined autonomy provisions.
Results:
30% reduction in administrative overhead
Enhanced reimbursement rates through group contracting
Expanded patient services without additional physician workload
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