1) Intake and exit goals

Clarify what you want to extract, what you are selling, and the constraints that shape the deal.

• Business snapshot: product, ICP, revenue/ARR, retention, unit economics, pipeline
• Sellability scan: what buyers will underwrite, what will get flagged, what needs cleanup
• Guardrails: timing, confidentiality level, minimum acceptable outcome, structure preferences
• Asset inventory: decks, KPIs, financials, contracts, repos, listings, prior outreach
• Output: go/no-go, recommended path (marketplace vs off-market), and a tight next-steps plan

2) Positioning and buyer narrative

Build an acquisition thesis that makes sense to the exact buyers we are targeting.

• Acquisition thesis: why this asset, why now, and the buyer categories most likely to pay
• Category + differentiation: what it replaces, why it is defensible, what is uniquely valuable
• Underwriting logic: how a buyer captures value post-close (synergy, expansion, roll-up)
• Diligence talk track: crisp answers for roadmap, risk, dependencies, and growth levers
• Outputs: buyer summary, positioning brief, diligence talk track

3) Sale materials and data room

Create what serious buyers need to underwrite the opportunity.

• Teaser: anonymized one-pager to qualify interest
• Prospectus / CIM: business overview, traction, unit economics, risks, roadmap
• Deal artifacts: KPI pack, cohort/retention summary, pipeline summary, customer proof
• Data room: structured folder hierarchy, access controls, Q&A log system

4) Buyer targeting and outreach

Build the list, control disclosure, and run the buyer funnel like a process.

• Target list: strategic buyers, PE firms, roll-ups, and operator-buyers
• Outreach system: teaser distribution, NDA handling, staged materials flow
• Buyer management: diligence calls, follow-ups, objections, next-step orchestration
• Outputs: active buyer funnel, offer tracking, meeting cadence

Marketplace listings

Listings are used when they increase qualified inbound and do not compromise leverage.

• Platforms: BizBuySell, Flippa, and relevant vertical marketplaces
• Use case: smaller deals, asset sales, broad buyer discovery, price testing
• Control: gating via teaser + NDA + staged disclosure

Off-market outreach

Primary motion for strategic buyers and PE-backed operators.

• Buyer categories: strategic acquirers, PE platforms, roll-ups, portfolio operators
• Mechanics: targeted list building, direct outreach, warm introductions, and selective meetings
• Representation: I engage buyers on behalf of founders and manage the process through offers

M&A proximity

• Teradata Applications → prepared marketing org for $90M fire-sale to Marlin Equity (’16)
• Strategic Marketing Affiliates → supported growth prior to Learfield acquisition for ~$50M (’18)
• SharpenCX → led to acquisition-via-investment by TELEO Capital (’22)
• Annex Cloud → served as fractional CMO, leading to acquisition by Edited Capital (’25)
• Emarsys → multi-year residency leading to $500M sale to SAP (’19)
• New Earth Knowledge → exited my own digital media brand on Flippa (’23)

Execution advantages

• • Founder-embedded approach: I operate as an extension of your team, not a detached broker. I get inside the business, understand the story, and represent it like it’s my own.
• • High-touch buyer outreach: Custom Looms, tailored messaging, and direct conversations with the right buyers – not mass emails or listing-only exposure.
• • Full-cycle deal handling: I field inbound, run first calls, manage follow-ups, and handle buyer coordination so you stay focused on running the business.
• • Operator-level perspective: 10+ years inside SaaS and venture-backed companies. I understand how founders, boards, and investors actually evaluate acquisitions.
• • Buyer-side fluency: I know how M&A conversations work inside strategic and PE-backed organizations – who makes decisions, how deals get approved, and what moves them forward.
• • Cross-market experience: I’ve worked through both strategic and private equity acquisitions, from $90M fire-sales to $500M enterprise exits.
• • Local presence: Silicon Valley based; meetings available for qualified buyers and founders.Deal packaging: positioning + materials + buyer narrative built for underwriting

Exit readiness package

For founders preparing for a sale in the next 6 to 18 months.

• Includes: readiness assessment, positioning brief, sale roadmap, buyer profile
• Compensation: fixed fee

Full representation

For founders actively exploring acquisition or a structured sale process.

• Includes: readiness + buyer targeting + prospecting + process management through close
• Compensation: retainer + success fee at close OR no retainer and higher success fee