Insights
Fortitude insights
Through decades of experience advising software and technology founders through strategic and financing transactions, we have developed unique perspective on the issues that founders face when planning for and executing a transaction process.
for private companies
software and tech founders
We understand the complexity involved in strategic planning for founder-owned businesses. Download for insight into key considerations for founders who are contemplating a future transaction.
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Strategic planning for
private companiesConsiderations for software
and tech founders Strategic planning
DownloadHow early do I need
to start preparing
for a future transaction?When I am ready, how should I proceed?
-
Planning well ahead
of a transactionPreparing early to
optimize value and mitigate risks Strategic planning
RequestHow does early planning improve transaction outcomes?
What are the key lead-time issues that I will need to address?
-
Understanding your transaction alternatives
Evaluating structure, control and value-creation
Strategic planning
RequestWhich transaction structure will meet my goals and objectives?
What are the pros and cons of each transaction alternative?
-
Benefits of hiring an advisor
How advisor-led processes can optimize outcomes
Advisor considerations
DownloadWhat value does an advisor bring to the transaction process?
What risks would I face in transacting without an advisor?
-
Choosing the deal team
Selecting the right advisors to optimize your outcome
Advisor considerations
RequestWhat types of advisors will I need to complete a successful transaction?
What criteria should I use in my advisor selection?
-
Advisor incentives and conflicts
The importance of alignment with your transaction advisor
Advisor considerations
RequestWhat conflicts of interest should I consider when hiring an investment banking advisor?
How do I ensure that my advisor’s incentives are aligned with my own?
-
Timing considerations for a transaction
Determining optimal timing for running a process
Transaction process
DownloadIn what market conditions should I consider a transaction?
From a business and personal perspective, when should I move?
-
Preparing for investor due diligence
Avoiding pitfalls and ensuring an efficient path to closing
Transaction process
RequestIs my company prepared for investor or buyer due diligence?
How can I ensure an efficient due diligence process?
-
Running an effective process
Maximizing valuation, terms and certainty of closing
Transaction process
RequestWhat are the key steps in running an effective transaction process?
How can I maximize my negotiating leverage?
-
Senior execution
drives transaction outcomesEnsuring senior banker involvement in your deal
Transaction process
RequestWhen in the transaction process is senior banker involvement most important?
What risks do I face
without senior level execution?
-
Strategic planning for
private companiesConsiderations for software
and tech founders Strategic planning
DownloadHow early do I need
to start preparing
for a future transaction?When I am ready, how should I proceed?
-
Planning well ahead
of a transactionPreparing early to
optimize value and mitigate risks Strategic planning
RequestHow does early planning improve transaction outcomes?
What are the key lead-time issues that I will need to address?
-
Understanding your transaction alternatives
Evaluating structure, control and value-creation
Strategic planning
RequestWhich transaction structure will meet my goals and objectives?
What are the pros and cons of each transaction alternative?
-
Benefits of hiring an advisor
How advisor-led processes can optimize outcomes
Advisor considerations
DownloadWhat value does an advisor bring to the transaction process?
What risks would I face in transacting without an advisor?
-
Choosing the deal team
Selecting the right advisors to optimize your outcome
Advisor considerations
RequestWhat types of advisors will I need to complete a successful transaction?
What criteria should I use in my advisor selection?
-
Advisor incentives and conflicts
The importance of alignment with your transaction advisor
Advisor considerations
RequestWhat conflicts of interest should I consider when hiring an investment banking advisor?
How do I ensure that my advisor’s incentives are aligned with my own?
-
Timing considerations for a transaction
Determining optimal timing for running a process
Transaction process
DownloadIn what market conditions should I consider a transaction?
From a business and personal perspective, when should I move?
-
Preparing for investor due diligence
Avoiding pitfalls and ensuring an efficient path to closing
Transaction process
RequestIs my company prepared for investor or buyer due diligence?
How can I ensure an efficient due diligence process?
-
Running an effective process
Maximizing valuation, terms and certainty of closing
Transaction process
RequestWhat are the key steps in running an effective transaction process?
How can I maximize my negotiating leverage?
-
Senior execution
drives transaction outcomesEnsuring senior banker involvement in your deal
Transaction process
RequestWhen in the transaction process is senior banker involvement most important?
What risks do I face
without senior level execution?
-
“Sean and his team fought every inch for our company, partners and employees”
— Lyle Green, Co-founder and CRO, MarkeTouch Media