Sell-Side Technology Advisory

Explore the intersection of technology, profitability, and valuation

Every Company Has A Technology Story To Tell

Attract investor interest and maximize deal valuations with a “Technology CIM”

In today’s modern business world, we believe every company is a technology company, and it’s becoming increasingly imperative to communicate technology strategy and capabilities effectively. Differentiated software, strategic data assets, streamlined operations, and regular innovation are core to driving profitability and the growth agenda.

Our mission is to increase valuations and qualify deals for buyers earlier in the process by telling a compelling and engaging story on technology utilization and investment that augments the narrative and themes captured in the traditional CIM.

We are a specialized M&A technology strategy firm and create presentations for a prospective PE audience, free of technical jargon and focused on value creation.

Prepare for Market

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Prepare for Market

Simulated Buy-Side Diligence

Identify and remediate areas of technology-related exposure while providing preparation advice & coaching to the management team prior to buy-side diligence

Increase Valuation

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Increase Valuation

Technology CIM

Go-to-market presentation highlighting a company’s differentiated technology strategy and assets that drive the value proposition and growth agenda

Drive Private Equity IRR

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Drive Private Equity IRR

Quantification of Intangible Assets

Identification and valuation of intangible assets including software, data, workflow, and other core technology assets not found on the balance sheet but sources of hidden value that drive a higher multiple

Our sell-side offering aligns with the go-to-market process run by investment banks and is complementary to the preparation of the sell-side materials that highlight the value proposition of an organization. We share a common goal of maximizing deal valuation and bring unique technical expertise that will assist investment banks in achieving this goal.

Liberty Advisor Group has assembled a team of technologists, operators and industry experts that provide our M&A-focused partners with strategic, technology-focused engagements when acquiring, scaling and exiting portfolio companies. Our offerings are focused around increasing valuation and providing strategic advice throughout the entire deal lifecycle.

Tech CIM Portfolio

View examples of previously completed Sell-Side materials across three industries

View Sample CIMs

Everyone Wins.

The Value is Clear. Higher Multiples. Cleaner Diligence Process.

Liberty’s Sell-Side Technology Diligence offering is a collaborative effort between Investment Bankers, PE firms, and Companies that seek to highlight how technology compliments the value proposition of the business to achieve the highest valuation possible.

Sell-Side Technology Diligence - Everyone Wins

Achieve higher-than-expected multiples due to increased competition and ensure that you are implementing a cleaner deal process to increase confidence during diligence.