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Exit Planning & Sell-Side Advisory Services


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 Provides Sell-Side Support to Casepoint on Merger with OPEXUS​
January 28, 2025
Stax recently supported Casepoint, a leading provider of government process management software, on its merger with OPEXUS. Click here to learn more.
Stax Advises Berkshire Partners on its Investment in Thrive
January 16, 2025
Stax is proud to have provided our investment advisory services to Berkshire Partners in its recent strategic investment in Thrive, a leading provider of cybersecurity, cloud, and IT managed services. Click to learn more about this recent investment and the Stax team.
Stax Provides Sell-Side Support to Marketplace Events, the Largest B2C Shows in North America, on it
January 15, 2025
Stax recently supported Marketplace Events, the largest organizer of business-to-consumer shows in North America, on its recent acquisition by Clarion Capital Partners. Read more here.
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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.

Leadership

Image of Paul Edwards

Global Practice Lead

Image of Roy Lockhart

Managing Director | Head of Exit Planning and Sell-side Support

Image of Will Barden

Managing Director | Head of Investment Banking Coverage

Recent Insights

Stax Provides Sell-Side Support to Casepoint on Merger with OPEXUS​
January 28, 2025
Stax recently supported Casepoint, a leading provider of government process management software, on its merger with OPEXUS. Click here to learn more.
Stax Advises Berkshire Partners on its Investment in Thrive
January 16, 2025
Stax is proud to have provided our investment advisory services to Berkshire Partners in its recent strategic investment in Thrive, a leading provider of cybersecurity, cloud, and IT managed services. Click to learn more about this recent investment and the Stax team.
Stax Provides Sell-Side Support to Marketplace Events, the Largest B2C Shows in North America, on it
January 15, 2025
Stax recently supported Marketplace Events, the largest organizer of business-to-consumer shows in North America, on its recent acquisition by Clarion Capital Partners. Read more here.
Show More
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