SaaS Acquire
Comprehensive Acquisition, Roll-Up and Fundraising Strategy for SaaS Acquire
Interim CFO
Fundraising collateral, Financial analysis, Business improvement plans
The Challenge
The team has significant domain expertise, but lacks the financial and operational experience necessary to identify high-potential targets, conduct detailed due diligence on them, and create successful strategies for maximizing operational output.
The first 90 days
SaaS Acquire has identified multiple promising acquisition targets and is well on its way to create a market leader in the MarTech industry. Additionally, the firm used Fidelman & Co. to recognize an opportunity to acquire a potential unicorn at a discount, improve its margins, and grow it into a TeleHealth giant.
The Solution
We worked with SaaS Acquire to develop comprehensive acquisition and roll-up strategies. We
also prepared the necessary fundraising collateral that helped the firm to secure funding to execute on its plan.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Fidel
www.fidelmanco.com (the “Fidelman & Co.”) is a website operated by Fidelman & Co., a privately held CT Corporation. Fidelman & Co. provides pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.