

01
02
03
ANALYZE
IDENTIFY & BUILD
FINE TUNE
PHASE II: STRATEGY EXECUTION
Objective:
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Prove ‘’We’re Stronger Together.”
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Execute the “proof” steps—co-selling, co-marketing, OEM partnership—to generate real traction, then trigger formal M&A talks.

POSITION
Position the Company With Multiple Target Acquirers to create competition.
Tailor your story for each potential acquirer.
Build joint use cases & value proposition
Prove strategic fit, synergy & urgency to potential acquirer to fill gap, defend against competitor, consolidate market.

MANAGE
Relationship
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Engage at least 18–24 months before planned M&A
Manage relationship in all relevant levels
Build champions
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Prove “their portfolio + startup’s product” is best path to success
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Form strategic partnerships (OEM / White-label / Alliance)

BUILD
Joint Channel
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Recruit channel partners of potentail acquirers to sell the joint value proposition
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Win channel confidence in joint success
Joint Success Stories
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Close flagship deals; create lighthouse references​
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CLOSE
M&A
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Convince the potential acquirer for an M&A and Close the deal
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Support all M&A phases + meetings
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Lead end-to-end M&A process management
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Drive deal readiness and negotiation support
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