Managing Unsolicited Offers

Tech M&A Specialists

Getting Help When You've Been Approached

If you have been approached with a surprise offer or interest for your software or technology company, don’t make the mistake of thinking that because this company has already approached you that you don’t need help. The challenge is only just beginning.

In most cases, when a company makes an unsolicited approach, two things tend to happen: 1. shareholders give up too much information too soon and 2. they lose focus on their company and results start to slip, which will impact valuation (claw backs are common when this happens).

In most cases, this will not be your best offer or your most strategic buyer, so it is imperative for shareholders to understand that now is the time to decide if they wish to bring competitive offers in for consideration  In most cases, having competing offers in play is the best way to achieve a truly great outcome.

M&A Negotiation
In many cases, the company approaching you may have a highly skilled M&A team managing the process, while this may be your first (and perhaps only) exposure to the sale process.  Don’t try and manage this alone.  It is important to have someone working on your behalf.  Our advisors are skilled in the art of negotiation and finding creative ways to get a deal done. We will drive the best valuation and terms while also avoiding costly mistakes that diminish returns for shareholders.

The M&A negotiation process can be highly emotional for sellers.  As your representative, we can focus on the transaction without allowing feelings to distract us from the goal while also protecting your relationship with the buyer.

Because our success fees are based on your success, our goal is the same as yours: drive the best valuation and terms from the transaction.

Competitive Offers
When desired, our advisors can prepare you quickly for presentation to a selected list of buyers drawn from our industry connections and our global database of companies.

We understand the sensitive timing involved in this process and are skilled at keeping the existing offer open while confidentially driving new interest from additional buyers.

Soliciting multiple offers from qualified buyers creates the leverage that is needed to help increase the valuation and quality of the offers. Sufficient market coverage provides shareholders with insight into how they are viewed and valued by different companies, and also provides the comfort of knowing all possible options were explored before making a decision. Driving multiple offers from a variety of buyers provides shareholders with certain knowledge they have achieved the best possible outcome.

If you’ve been approached and the initial conversations seem to warrant further exploration, let’s discuss how we can help.

Client Testimonials.

Tequity Proved to be Professional, Experienced and Extremely Knowledgeable

PureFacts wanted to augment its leading wealth management platform by adding a premier Salesforce partner. In all interactions Tequity proved to be professional, experienced and extremely knowledgeable about the Salesforce ecosystem. The Tequity team was not only pleasurable and easy to work with, they also brought an exceptional knowledge of business operations and a CEO perspective to the process. We would not hesitate to work with Tequity again, nor to recommend them as leading experts on transactions within the Salesforce community.

Robert Madej, CEO, PureFacts Financial Solutions

Client Testimonials.

Their Counsel, Creativity, and Compassion Set Them a Cut Above.

We weren’t just looking for any buyer, but rather one that exhibited a series of unique attributes we felt were necessary to ensure our company would thrive under new ownership. Candidly, we weren’t sure if such a buyer even existed. Alex and the team at Tequity listened first, but then executed flawlessly to find us the perfect buyer. Their network and experience were crucial to the success of this project, but it was their counsel, creativity, and compassion that set them a cut above.d

Mike McCann, President, VennScience

Client Testimonials.

Tequity Knew My Market and Found the Right Strategic Buyer

Having Tequity as my advisors made a significant difference. They were great to work with throughout the process and really understood my objectives and what was important to me in a transaction. I am excited about the acquisition by Pluribus Technologies as I believe that the company has the marketing and sales expertise required to grow TeleMED by increasing our market share in Canada and also reaching new markets outside of Canada which is exactly what I was aiming to achieve.

Asa Lebel, CEO of TeleMED

Client Testimonials.

Tequity More Than Paid for Themselves

Like every other technology company, we were getting inundated regularly with calls from a variety of investors and potential buyers, so when we were getting serious about exploring an exit, we asked ourselves “do we really need to hire and pay for an advisory firm to help us”? After a long internal discussion, our shareholders decided it was worth the “insurance” to use an experienced M&A firm to help us through the process – after all, you only get to sell your company once.

Glenn James, Co-Founder & Principal, DEV6

Client Testimonials.

Finding the Right Partner was Critical

Thanks to the Tequity team for helping us transition TGO to the next chapter. Having been in business for 30 years, it was a big decision to make a change and finding the right partner to help us with this was critical. We had briefly worked with another partner without success and are very happy that we chose Tequity to bring it all home. Your experience in our industry and with companies similar to ours was invaluable in setting expectations for me and my partners and helped to make this process as painless as possible.

Tracey Crane-Whitehouse, COO, TGO Consulting

Client Testimonials.

Professional, Patient, and Helpful Every Step of the Way

We contracted Tequity to sell Roaring Penguin Software. We had very specific criteria for the type of buyer and deal that we would accept, and the Tequity staff performed diligent and exhaustive work to find us a good deal. They were professional, patient and helpful every step of the way, and persevered through a process made fairly long by our particularness. Kevin and Anish are a pleasure to deal with and I would highly recommend Tequity to any business owner thinking of selling.

Dianne Skoll, Founder, Roaring Penguin Software Inc.

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