16% of startups exit. Over 80% fail.

Great execution is the most critical factor in setting up a company for a successful M&A event. However, proper M&A planning can make the difference between a blockbuster deal - or no deal. Great execution and proper planning are critically important to success.  On our webinar we will deliver a deep analysis of a third factor, which is proven to drive the highest valuations in the tech sector, in the shortest time.  
TechStrat’s Nat Burgess, fresh from negotiating the sale of Seattle’s Flowroute to West, Victoria BC’s Latitude Geographics to Battery Ventures, and Seattle’s PicMonkey to Spectrum, will provide real-world advice on maximizing M&A opportunities for tech companies. 
Nat will be joined by TechStrat professionals Steve Peltier and Michael Bolotin, who will provide specific guidance on being diligence-ready, and on using finance as a strategic tool to maximize valuation.  

This webinar will cover the following topics:

  • Numbers game - which companies sell? At what stage? Why?  What happens to the rest?
  • M&A is not an option when you need it: putting execution first
  • Aligning shareholders, board, management, and employees
  • Optimizing operations to be "diligence ready"
  • Scripting early conversations with interested buyers
  • Knowing who your potential buyers are - and how you can help them
  • Understand your fiduciary responsibilities - and risks - arising from M&A
  • How to start, manage, and complete a process.
  • And, a deep analysis of the single most important strategy that CEOs can adopt to maximize their value, in the shortest amount of time.

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Meet the Presenters:

Nat is the founder and Managing Partner of TechStrat, which specializes in software, SaaS, and Technology Enabled Services mergers and acquisitions (M&A). Burgess brings a diverse background in technology M&A and law, including experience at the Enforcement Division of the U.S. Securities and Exchange Commission, the Strategic Development Division of Morgan Stanley's M&A Group, and Morgan Stanley's Tokyo office. Burgess is frequently quoted in industry publications and mainstream media such as Time magazine, USA Today, CNBC, and The Wall Street Journal’s MarketWatch.  


Steve Peltier was a professional accountant with a predecessor firm to what became KPMG, one of the world’s leading professional services firms and among the ‘Big Four’ accounting firms in the United States.  He has been CEO of multiple companies, growing one to over $100mm in revenue, and achieving two successful M&A exits.  Steve advises companies on financial readiness and presentation in the M&A process.


Michael Bolotin is a Senior Associate at TechStrat, where he supports deal teams in putting together offering documents, managing data rooms, and working with buyers.  Michael has worked as a consultant and venture capitalist and has an MBA from the IE Business in Spain, and an undergraduate degree in finance from Washington State University.

About TechStrat

At TechStrat, we transform lives and organizations. Our clients are builders – smart people who have created value for themselves, their employees, and their partners. We work with our clients to open new chapters in their lives, and to create more opportunities for the people who rely on them. We are an M&A and strategic advisory firm, but in our world, transactions are a means to an end, not an end to the story.  Our goal is for every client to look back on our achievements together and to say “I’m glad I did that.” 


About SecureDocs Virtual Data Room

SecureDocs is a Virtual Data Room for businesses raising funds, going through M&A, Licensing Intellectual Property, and those who recognize the importance of safeguarding their most critical business documentation. SecureDocs has an easy-to-use solution that keeps businesses organized and ready for opportunity, without breaking the bank. Created by the engineers and team who helped develop GoToMeeting, GoToMyPC, AppFolio, and RightScale, the team is dedicated to building software solutions that are highly secure, easily adopted, and affordable for any type or size of business.