Working directly alongside a high-profile investment banking team to accelerate the sell-side M&A processes for two rapidly growing c.€10M ARR European SaaS businesses.
The dual engagement required the rapid architecture of bespoke, institutional-grade transaction models tailored to private equity and strategic buyers, while serving as long-term operational control tools for the respective CEOs and COOs.
Key Execution Highlights:
• Rapidly constructed two integrated three-statement financial models incorporating SaaS-specific metrics (ARR/MRR expansion, churn, LTV/CAC, and net revenue retention) for the two different businesses being advised by the investment banking team.
• Standardized financial presentation to support investment banking buyer outreach and rigorous institutional due diligence.
• Engineered dual-utility models designed for post-transaction operational adoption by executive management.