Our Services

Experts in maximizing value across various transaction types.

Mergers and Acquisitions Advisory

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Sales
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Divestitures
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Recapitalizations
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Cross-border Transactions
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Leveraged Buyouts

Private Placements and Capital Raising Advisory

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Equity and Debt
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Minority and Majority
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50/50 Transactions
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Shareholder Liquidity
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Growth Capital
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Our Process

We are a full service firm. From transaction engagement to consummation ("hire-to-wire"), there is no aspect of the deal we aren't leading. Our process framework is designed with flexibility to ensure that we can run an optimal process despite every deal having unique characteristics.

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Marketing Preparation

We construct marketing information and financial analyses that frame the key selling points based on how we believe buyers and investors will best resonate with the business. We also help accrue the right target list to ensure we are balancing process confidentiality, speed, and competition.

Launch and Marketing

Once marketing preparation is complete, we reach out to prospective buyers and/or investors with introductory information, followed up by several calls with IKONA to qualify their interest. After qualifying interest, we schedule direct calls with management for select prospects and establish an initial bid date for the process.

Receiving Initial Bids

We collate all initial indications of interest ("IOIs") and review key parameters with you. We then narrow the list down of parties we want to move forward for deeper diligence, which includes opening a virtual dataroom and conducting live meetings with the management team.

Receiving Final Bids

We ask for a much more detailed final bid, commonly referred to as a Letter of Intent ("LOI") or Term Sheet. In addition to reviewing LOI terms, we look at the total body of diligence conducted to best assess risk/reward in each prospect (ie valuation vs. closing risk). If multiple parties at near identical terms, we continue the bidding process until a clear winner emerges.

Exclusivity and Close

Nothing good happens during exclusivity other than deals closing, so we want this period to be as short as possible. We see 30 days as currently market, but many of our highly competitive deals have had even shorter exclusivity windows, including some with no exclusivity whatsoever. We are working with you to provide lots of ad-hoc analyses and also continually pushing counterparties to close as quickly as possible. We fully manage all third parties (lawyers, accountants, insurance) and are intimately involved in all key documentation.

We've Closed Transactions With

3M
Advent International
Alpine
Amazon
Autodesk
Bain Capital
Bregal Sagemont
Deluxe
Emigrant Capital
Endicott Group
Ever Commerce
FTV Capital
Francisco Partners
Frontier Growth
GSP
Gauge Capital
Gi Partners
Go Guardian
Golden Gate Capital
Grey Lion Capital
Gryphon Investors
Insight Partners
Intel
Investcorp
LLR
Lending Tree
Level Equity
Leyaro
MN Real Estate Software
Marlin Equity Partners
Northwest
Pamlico Capital
Peak Equity
Peakspan
Personify
Power School
Primus
Providence Strategic Growth
Quorum
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
Xplor
Zynga
3M
Advent International
Alpine
Amazon
Autodesk
Bain Capital
Bregal Sagemont
Deluxe
Emigrant Capital
Endicott Group
Ever Commerce
FTV Capital
Francisco Partners
Frontier Growth
GSP
Gauge Capital
Gi Partners
Go Guardian
Golden Gate Capital
Grey Lion Capital
Gryphon Investors
Insight Partners
Intel
Investcorp
LLR
Lending Tree
Level Equity
Leyaro
MN Real Estate Software
Marlin Equity Partners
Northwest
Pamlico Capital
Peak Equity
Peakspan
Personify
Power School
Primus
Providence Strategic Growth
Quorum
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
Xplor
Zynga