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 on Successful Transaction of CENTEGIX, a Leader in Workplace Safety Solutions

August 20, 2025

Stax’s Education & Public Sector practice supported Charlesbank Capital Partners, Gauge Capital, Baird, and Shea & Company on the recent successful transaction of CENTEGIX. Read more.

Stax Sell-side: AccuLynx Acquisition by Verisk

Stax Provides Sell-side Support to AccuLynx, a SaaS Platform for Residential Contractors, on its Acquisition by Verisk

August 6, 2025

Stax supported AccuLynx, a leading SaaS workflow management tool for residential property roofing contractors, on its acquisition by Verisk. Learn more about the deal here

Stax Provides Sell-side Support to Bow River Capital on its Sale of Progressive Roofing to TopBuild

July 8, 2025

Stax congratulates Bow River Capital on the successful sale of Progressive Roofing, provider commercial roofing installation services, to TopBuild. Click here to 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.