Strategic Opportunities & Sourcing

Focus and Priorities

1. Market Opportunity Validation
2. Go-to-market Strategy
3. Setting Revenue Targets
4. Product and Service Rationalization
5. Sales and Channel Execution
6. Brand Strategy Refinement
7. Customer Service Model

Sourcing Deals

1. Who is Involved? Investment Bankers, Private Equity, Lawyers
2. Target Identification

• Relationships with Company Execs and Service Providers
• Databases/ Deal Platforms
• Industry Events
• Industry Research
• Regional Knowledge

Sale Strategies

1. Auction Process
2. Controlled Sale
3. Targeted High-level Solicitation
4. Closed Negotiation
5. Which are most successful?

Buyer Qualification

1. Strategic Fit
2. Culture
3. Buyer Financial Capability
4. FTC Clearance
5. Customer Alignment
6. Business Goals