Mid-Size Tech Company — M&A Timing Advisory
Corporate Acquisition Decision
The Challenge
A 200-person tech company was considering acquiring a competitor. Deal made strategic sense on paper, but executive team was divided on timing. Market conditions volatile, integration capacity uncertain, financial markets unpredictable. CEO needed data-driven timing intelligence to make $15M decision with confidence. Wrong timing could destroy company culture and financial position.
Impact
- Proceeded with acquisition in Q2 2024 (vs. originally planned Q4 2023)
- Integration went 40% smoother than previous acquisitions
- Synergies realized 5 months ahead of projections
- Retained 92% of acquired talent (vs. 60% industry average)
- CEO: 'Getting the timing right was the difference between success and disaster'
Architecture & Approach
Custom Corporate Engagement over 8 weeks. Multi-layer analysis: (1) Market Dynamic Influence Shifts showing upcoming M&A-favorable period, (2) Leadership team readiness assessment revealing key gaps, (3) Integration capacity evaluation using Capability Index, (4) Financial momentum windows for optimal deal structure, (5) Multi-quarter timing roadmap with decision gates and risk triggers. Included board presentation support.
Agent Roles
Engagement Type
Custom Corporate Engagement (M&A Advisory)
Duration
8 weeks, project-based with board involvement
Industry
Technology / Software