M & A advice and support

Background

• Partner-led IT SaaS company, which over 20 years has not yet exploited its full potential
• Desire to create significant growth over a 3–5-year period prior to a possible exit

Purpose

• Create a realistic and joint picture in the partner group as a basis for decisions about the company's future opportunities
• Secure the basic prerequisites to be able to execute an ambitious growth strategy

Solutions

• Facilitation of the IDDAS maturity process
• Maturity index via IDDAS' ISO-based online maturity tool
• Partner group workshop discussion of maturity scores
• Prioritization of the most important measures to raise the level of maturity in relation to value creation vs. complexity respectively urgency and importance
• Internal communication of the upcoming maturity journey

Results

• A valuable eye-opener, where the IDDAS tool has contributed to the partner-management's common picture of the company's current level of maturity
• Agreement on the necessary prioritization of the most value-creating improvement efforts
• Concrete and resource-secured action plan to improve the ability to implement the growth plans for the coming years
• Launch of the maturity journey among all employees

Background

• Owner-managed 2nd generation B2B production company
• No option for 3rd family generation

Purpose

• Understand with timely care how and when the business should mature to maximize long-term exit value
• Description of possible exit scenarios and prioritization of maturity projects in relation to a very successful and busy everyday life

Solutions

• Facilitation of the IDDAS maturity process
• Maturity index via IDDAS' ISO-based online maturity tool
• Board workshop with discussion of maturity scores
• Prioritizing the most important measures to raise the level of maturity in relation to value creation vs. complexity respectively urgency and importance

Results

• A shared picture of maturity which optimized the board's opportunity to support the owner-manager's considerations on a long-term generational change
• Agreement on the necessary prioritization of the most value-creating improvement efforts
• Basis for the preparation of concrete and resource-secured maturity efforts to make the company more valuable in the short and long term of exit

Background

• Owner-managed B2B manufacturing company with global customers in more than 50 countries
• No option for a 2nd generation in the family

Purpose

• Mapping the way the company works within sales, operations, organization and finance, as well as strategy, management, processes and digitalisation
• Strengthen the position in the due diligence data room with documentation of the company's managerial solidity

Solutions

• Facilitation of the IDDAS maturity course
• Maturity index via IDDAS' ISO-based online maturity tool
• Verification process with authorized IDDAS verifier and controlling verifier

Results

• Good overall overview of the areas of the company where processes and systems could be developed and better documented
• Issuance of IDDAS and DANAK maturity certificate
• Basis for planning improvement efforts and follow-up with new maturity measurement and recertification

Background

• Owner-managed B2B production company with initial exit considerations

Purpose

• Mapping the way the company works within sales, operations, organization and finance, as well as strategy, management, processes and digitalisation
• Create a basis for a possible buyer of the company to assess potential synergies
• Strengthen the position in the due diligence data room with documentation of the company's managerial solidity

Solutions

• Facilitation of the IDDAS maturity course
• Maturity index via IDDAS' ISO-based online maturity tool
• Verification process with authorized IDDAS verifier and controlling verifier

Results

• The maturity index was an eye-opener and gave the management and the board the opportunity to designate and prioritize areas of action in relation to planned exit
• Issuance of IDDAS and DANAK maturity certificate
• Successful exit to an industrial buyer

Background

• Private equity funds and long-term investment companies
• Acquisition opportunities
• Denmark
• Nordics
• Tele/ICT/Media among others

Purpose

• Strategy and business case assessments
• Management team assessments
• Valuation input

Solutions

• Market scouting for relevant acquisition targets according to agreed criteria
• 1-pager target assessments of financial performance, strategic highlights and competitive landscape
• Analysis of current ownership and management structure
• Generational handover scenarios
• Roadmaps for target approach
• IM assessments
• Strategic growth and synergy case assessments
• Due diligence check list and support, including management presentations       and Q&A sessions
• Management team assessment support
• Project steering committee participation
• Outlining exit stories
• Advisor reports and recommendations  

Results

• Confidential