Higher Valuations and More Efficient Time-to-Close with New CAS Service Offering
Having participated in more than 130 mergers and acquisitions over the last 20 years—representing more than $1.5 billion in total deal value—the team members of Corporate Advisory Solutions (CAS) are pleased to announce their new Exit Strategy service line, focused on helping business owners and executives of global outsourced tech-enabled business services companies prepare for sale.
“Growing and managing a business is an incredibly rewarding experience. Your exit should be equally as thrilling and profitable,” said Michael Lamm, Managing Partner at CAS. “CAS’s Exit Prep Service puts our client’s best foot forward with an efficient and effective exit strategy.”
With over 40 years of total deal making experience, the principals of CAS have developed a proven, proprietary workflow to help company owners and their management teams prepare, train and ready themselves in advance of a transaction.
“We can attest to the fact that companies that had properly prepared in advance for a sales process typically had a more efficient time to close, as well as a higher enterprise valuation than those that didn’t take the necessary steps,” said Mark Russell, Managing Partner at CAS.
The Exit Prep process may include, but is not limited to:
- Initial market valuation assessment
- Market timing exit analysis
- Target buyer profiles (strategic, industry or financial)
- Due diligence workflow templates
- Identification of key executives
- Management and site meeting preparation
- Establishing a compliant and secure virtual data room
- Business network access (Compliance, Transaction Attorney, Licensing, Insurance)
To learn more or to confidentially discuss your business needs, contact CAS Managing Partner, Michael Lamm at 215-717-8719 or by email at [email protected]
Corporate Advisory Solutions (CAS) is an independent investment and merchant banking firm based in Philadelphia and Washington, D.C., specializing in M&A, valuation and strategic advisory services for the Global Outsourced (tech-enabled) Business Services (OBS) sector. Our core markets include Accounts Receivable Management (ARM), Revenue Cycle Management (RCM), and Customer Relationship Management (CRM). The CAS team brings over 40 years of combined M&A, valuation and strategic advisory experience to every engagement, and its members have successfully completed over 130 transactions representing more than $1.5 billion in deal value within these core markets.
CAS publishes a quarterly newsletter which highlights deal activity and macroeconomic trends within the OBS sector. CAS Q1 22 M&A Report Link below.
Securities conducted through StillPoint Capital Member FINRA/SIPC, Tampa, FL.