ERGO: Use Cases & Case Study

Deal Sourcing Origination Case Study

Situation Recap
B2B buyer looking to acquire multiple businesses to accelerate market share.

Process Summary

Kickoff to review deal strategy and options
Identified 50 firms that matched the deal scorecard criteria
Deal portal launched to convert interested to active deals
Pipeline forecast of 24 deals qualified with 6 LOIs
First company acquired
Target list of firms identified exceeds 100 firms that match the deal scorecard criteria
Second target acquired
Third target acquired

FY Results.

2x the pipeline of target opportunities created compared to goal
3 deals closed within first 12 months
100+ companies researched and qualified

ERGO is focused on the B2B services and technology sectors.

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M&A Corporate Development for Market Expansion

Situation: Highly fragmented market with many local providers for startups and several public enterprises, but with a significant middle-market gap.

Solution: Consolidate regional market leaders to create a national middle-market leader.

M&A Corporate Development Recap Sequence of Events:

Reviewed the market, industry, & competitive landscape for gaps and identified top 40 regional leaders with $1m to $10m in revenues suited for consolidation.
Interviewed the top 40 to qualify size, rank, and prioritize the opportunities based on the ROI impact on the strategic buyer.
Create eight (8) sellers from the top 40 by reviewing their corporate development expansion options, and their current wealth exit and succession plan strategies.