Exit Planning & Sell-Side Positioning

Optimize Exit Opportunities for Maximum Value by Positioning for Actionable, Next Stage Growth

Stax's Exit Planning and Sell-side diligence empowers management, equity sponsors, and investment banks to achieve timely and impactful exits—whether planned exit is months or years in the future. With 30 years of buy-side experience, we know what buyers are looking for and how to best tell the story of a business. Backed by integrity and robust market research, Stax drives conviction in framing an asset’s investment potential while providing management and next investor with an actionable growth blueprint.

Recent Work

Stax Advises HITRUST on Growth Investment from Brighton

Stax Advises HITRUST, a Leading Cybersecurity Assurance Platform, on Growth Investment from Brighton Park Capital

March 19, 2025

Stax recently supported HITRUST, a leader in information security assurance for risk and management and compliance, on its growth investment by Brighton Park Capital. Learn more.

Stax Advises Quorum Software on its Acquisition of zdSCADA, a Leading Cloud-based SCADA Provider

March 17, 2025

Stax recently supported Quorum Software on its acquisition of zdSCADA, a leader in cloud-based supervisory control and data acquisition (SCADA) technology. Read more here.

Stax Advises Audax on its Strategic Investment in Fortis

Stax Advises Audax Private Equity on its Strategic Investment in Fortis, a Payments Tech Leader

March 17, 2025

Stax recently supported Audax Private Equity on its strategic investment in Fortis, a leading payments technology for software providers, ERP customers, & scaling businesses. Read more.

What We Do

Business Overview & Context

Provide a contextual overview of the business's past and future trajectory for prospective buyers.
Market Opportunity Size, Segmentation, & Outlook

Provide a segmented view of quantified market opportunity available to the business. Includes assessment of adoption rates, penetration levels, and forecasted growth outlook (sizing/forecast/segmentation efforts tailored to industry and situation-specific needs).
Demand Drivers & Constraints

Assess underlying market drivers and constraints, determine company alignment to favorable market tailwinds and identify points of mitigation from potential headwinds.
Company Positioning & Performance

Articulate company value proposition, customer alignment, and right-to-win.
Competitive Differentiation

Communicate key drivers of differentiation and defensibility of the company’s competitive moat.
Growth & Value Creation Opportunities

Identify and prioritize near-term value creation and expansion opportunities that will drive conviction in the company’s growth outlook for the next investor.
Proactive Buy-side Risk Identification & Mitigation

Identify potential concerns through our extensive fieldwork that may arise during buy-side research, alerting bank/management/sponsor stakeholders and devising strategies to mitigate them.