Investment Bank

RoseBiz

1084 North El Camino Real, Suite B501

Encinitas, California

United States

(858) 794-9401

https://www.rosebiz.com

RoseBiz is a boutique sell-side technology M&A advisory firm that focuses specifically on technology service providers. - Design pre-sale strategies to market your company – even before you decide to sell. - Establish a Virtual Data Room and populate it with the initial documents for an LOI. - Assist in getting your financials in order – understanding the correct presentation of EBITDA and how to maximize it. - In-depth review of your customer base and your organizational structure for the most optimal valuation. - Create a Blind Teaser and Confidential Information Memorandum to distribute to prospective buyers. - Understand the difference between a strategic buyer and a financial buyer and how to position the company toward each buyer type. - How to handle an “unsolicited” offer and how to engage with a private equity firm or family office. - Assist with Working Capital calculations. - Step through the emotional decision to leave entirely or continue with less equity while continuing to work for the new buyers. - Closing a transaction with the buyer of your choice maximizing the price and terms you desire.

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