Transaction Process

We work exclusively with IT-enabled businesses who are ready to be sold, and M&A decision makers who are ready to buy. Our industry knowledge helps us determine whether a seller is a good fit for our buyers before making a match.

For over 20 years, IT ExchangeNet has been fostering strong and steady relationships with private equity firms and strategic buyers who are expanding their business platforms and geographic footprint through M&A. We keep it simple: Learn the intimate details about our clients, and then identify the best possible buyers to make the acquisition based on aligned businesses philosophies, cultural fit, and total transaction value.

 

In order to qualify as an IT ExchangeNet client, prospective sellers must demonstrate management excellence, a definable pipeline of sales opportunities, and a line-of-site toward future growth. While there is an active market for distressed businesses, we do not represent turnaround candidates. Our network of buyers seek businesses with strong upside potential, whether the founder/CEO remains involved or has a personal exit strategy. 

Within 30 days of engaging with IT ExchangeNet, we'll have you meeting with qualified buyers who want to acquire IT businesses valued up to $30M (USD).

We focus on smaller mid-market businesses (typically sub $30M in transaction value) that are historically ignored by larger investment banks and M&A advisors. Specific segments of the IT industry served include Managed Services, Software as a Service (SaaS), Infrastructure as a Service (IaaS), IT Security, IT Supply Chain, ERP, CRM, Software Development, Big Data, and IT Services.

To learn more about how to maximize the value of your IT business:

Here's how our process works!

Kick Off Graphic
ITX 1

Kick Off

  • Data gathering from Seller

  • Develop proprietary Blind Profile Infographic

  • Pre-Campaign "Bootcamp" from ITX professional

  • Work plan timeline

Day 1 - Day 7

Build Capaign ITX Image
ITX 2

Build Campaign

  • ITX develops a qualified, curated investor/buyer mailing list particular to Seller imperatives

  • Launch campaign 

  • Added value to Seller from the ITX team:

    • Present custom valuation analysis​

    • Industry review and M&A market analysis

Day 8 - Day 15

Buyer/Investor Outreach ITX Image
ITX 3

Buyer/Investor Outreach

  • ITX conducts follow up calls with hand-selected buyers

  • Comprehensive, focused email marketing campaigns to buyers

  • Online showcase listing of Seller's blind profile infographic

  • NDA Management

    • Fast, protected signature transfers​

    • Seller approves before full execution of any document

  • Introductions to buyers/investors

Day 16 - Day 60

Management Meetings ITX Image
ITX 4

Management Meetings

  • Seller prepares needed company materials prior to next step: due diligence

  • Continued 1:1 coaching from ITX professional

  • Seller responds to pre-due diligence Request for Information

Day 31 - Day 60

Letter of Intent ITX Image
ITX 5

Letter of Intent

  • Hire legal representation

    • We suggest our Sellers hire outside teams (legal and/or financial) to assist with due diligence. ITX gladly refers top-notch firms fit for the task.​

  • LOIs submitted by buyers/investors with mutual interest from seller

Day 50 - Day 70

Negotiation and Due Diligence ITX Image
ITX 6

Negotiation &

Due Diligence

  • Continued 1:1 coaching from ITX professional

  • Seller & Buyer teams negotiate Letter of Intent(s) (LOI)

  • Seller signs LOI, enters into exclusivity period with one Buyer

  • Continue management meetings

  • Complete due diligence

  • Negotiate Purchase Agreement

Day 76 - Day 99

Close Deal ITX Image
ITX 7

Close Deal

  • Close transaction

  • Seller & Buyer teams prepare press releases, outreach and/or celebratory announcements

Day 100+

Wealth Creation ITX Image
ITX 8

Wealth Creation

                                                                                                       .

Day 100+

Seller Partners

Saesfoce ITX Seller Partner
Citrix ITX Seller Partner
Symantec ITX Seller Partner
Unanet ITX Seller Partner
Tableau ITX Seller Partner
Sage Intacct ITX Seller Partner
Microsoft ITX Seller Partner
Microsoft Azure ITX Seller Partner
Financial Force ITX Seller Partner
Cityworks ITX Seller Partner
Microsoft Dynamics ITX Seller Partner
Oracle ITX Seller Partner
VMWARE ITX Seller Partner
Amazon ITX Seller Partner
esri ITX Seller Partner
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Netsuite ITX Seller Partner
Lenovo ITX Seller Partner
Cisco ITX Seller Partner
IBM ITX Seller Partner
Hewlett Packard ITX Seller Partner
Epicor ITX Seller Partner
Barracuda ITX Seller Partner
Dell ITX Seller Partner
MSSP Alert ITX Seller Partner
Serenic ITX Seller Partner
Heroku ITX Seller Partner
MuleSoft ITX Seller Partner
Palo Alto ITX Seller Partner
Sonic Wall ITX Seller Partner
Fortinet ITX Seller Partner
Watchguard ITX Seller Partner
KingswaySoft ITX Seller Partner
TibcoSoftwareinc ITX Seller Partner
Resco ITX Seller Partner