Advisory Services – Buy-Side

Spend Matters Group delivers targeted transactional advisory
and strategy consulting services to organizations developing and
executing on corporate development initiatives. We can write slide decks and
run financial models with the best of them, but what’s the fun in that?

We live to do the right deals, from the Mom-and-Pops to the
800-pound gorillas. Even though we structure each engagement
individually, typical projects include:

• Developing board-level strategies focused on acquisition and
  inorganic growth strategies

• Creating tactical M&A programs that consider the competitive
  landscape, valuation impact/drivers, solution/portfolio
  impact, channel opportunity/conflict, and overall market
  conditions

• Identifying, screening and embarking on discussions with
  potential acquisition candidates

• Managing the due-diligence process and serving in a PMO role
  (integration checklists, processes, etc.)

• Working with our client’s accounting and legal counsel to
  review all financial reports and documents

• Negotiating transaction terms and conditions

Questions? Contact us.

Advisory Services – Sell-Side

Spend Matters Group works in capital raising, developing exit
strategies and representing organizations throughout all stages
of liquidity events. Typical clients are $5-25 million in revenue,
though we do not have a floor or cap. Cultural fit is paramount.
When you’re working on a transaction, you better get close to living
with your adviser. And we only work in industries we know (and know well).

Our sell-side advisory services include:

• In preparation for a liquidity event: analyzing, benchmarking,
  and evaluating corporate strategies, competitive environment,
  financial controls/systems and overall operating environment
  (technology, HR, legal, etc.)

• Deal-driven audits of financials, processes and assets
• Defining transactional objectives, modeling valuation
  scenarios/drivers, structuring transactions

• Identifying and screening potential acquirers whether
  strategic or financial in nature – public or private

• Preparation of a confidential information memorandum for
  discussions with prospective parties to a transaction

• Coaching executive management and product leaders
  (in software companies) through presentations and
  demonstrations to financial and technical audiences

• Managing the due diligence process and serving in a PMO role
  (integration checklists, processes, etc.)

• Working with our client’s accounting firm and legal counsel to
  review all financial reports and documents

• Negotiating the terms and conditions of the transaction