Project Arch

Enterprise Value



Software as a Service (SaaS) Enterprise CRM

Transaction Highlights

Agile was retained by a large public company that acquired this business approximately five years earlier. Strategic changes by the executive suite the business was no longer complementary to their core businesses. Due to our familiarity with the company and proven ability to maximize its value, they retained Agile to divest this non-core business for the public shareholders.

We ran a robust M&A process, resulting in with over seven Letters of Intent (LOI’s) which allowed us to maximize shareholder value through competitive tension with the buyer group.

Maximizing Shareholder Value

  • The operational performance of the business was flat to slightly contracting; however, the product was being sold into a growing addressable market, which presented unique challenges.
  • Agile developed a robust operational model, showing potential buyers how the business would have operated without the high overhead and expenses from the corporate parent, which dramatically improved free cash flow by over $1.0M.
  • Agile created a managed presentation that showed the business was slightly damaged but not broken and identified critical operational improvements that would allow the new buyer to accelerate growth by over 10%.

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