Specialty Materials Co wanted to sell off a division of its company in an
attempt to divest its position in the Mobility and Materials (M&M) segment.
The client engaged StrategiaGTM to prepare a Confidential Investment
Memorandum (CIM) document to provide potential buyers a detailed
description of the product offerings, its current operation, and the potential
growth opportunities for a strategic buyer.
OUR SOLUTION
Vendor Due Diligence and CIM Preparation
Working closely with the client’s M&A team, StrategiaGTM led and conducted
a Vendor Due Diligence on their High Performance Materials division.
As part of the effort, StrategiaGTM led conversations with the leaders of the
Mobility, Healthcare, Industrial, and Consumer business units to identify and
quantify growth opportunities. Similarly, StrategiaGTM interviewed the top
clients of the company to validate the health of the company’s key
accounts.
StrategiaGTM then syndicated all the materials in the form of a Confidential
Investment Memorandum.
CLIENT IMPACT
$1.8 billion transaction and aid in negotiations
Utilizing the materials generated by StrategiaGTM, Industrials Co was able
to successfully sell 80% ownership of the segment of interest, in a
transaction valued at over $1.8 billion.
StrategiaGTM participated with our client in negotiations with potential
investors and aided in the conversations with potential buyers.
A Top 3 Cloud vendor wished to
validate the appetite for a new
product and service offering for
enterprise customers. The
company asked StrategiaGTM for
help.
NeuroTech Co wanted to identify
sales channels for its new EEG
product and define pricing
strategies for its offering, a medical device with a software component.
