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Case Study · M&A

Cross-State M&A: Software Company Acquisition

SaaS company (Series B)

Mid-market merger and acquisition case study

Led a 90-day due diligence and acquisition sprint resulting in a successful asset purchase across three states with clean reps & warranties insurance.

Deal value
$18M
Sign to close
90 days
Post-close claims
0

The diligence checklist they ran caught two items our investment bank missed. That alone paid the legal fees three times over.

CFO, Series B SaaS Company